- Creating account
- Adding, editing , deleting users
- Sending welcome email to new employee
- Setting up admin users
- Deactivating users
- Leave types
- Exceed leave type limits
- Allow partial leave
- Managing department
- Setting who approves leaves
- Managing location
- Public holidays
- Team View leave data privacy options
- Setting employee schedule
- Negative Allowance
- Setting up allowances
- Setting up individual allowances
- Carrying over unused allowances
- Allowance adjustment (Time in Lieu)
Leave types
To manage Leave types please chose option Leave types:
There the list of all leave types will available to see and edit along with option to add new leave type.
Leave types can be customised to suit the needs of your company:
- name that represents the nature of leave,
- colour that will represent this leave type on the calendar,
- there are several options to consider with regards to effect on holiday allowance:
deduct from allowance - if the leave type will "draw" days from employee holiday allowance
add to allowance - if the leave will add to employee holiday allowance, like Overtime booked
no effect - if leave type will have no effect on allowance like Working from home.
- if marked auto approve all leave requests of this type will be approved automatically.
- in the field limit you can specify maximum number of days that can be taken thought the year for this particular leave type. Used for any leave types that do not take days from allowance like Sick Leave or Training days.
- name that represents the nature of leave,
- colour that will represent this leave type on the calendar,
- there are several options to consider with regards to effect on holiday allowance:
deduct from allowance - if the leave type will "draw" days from employee holiday allowance
add to allowance - if the leave will add to employee holiday allowance, like Overtime booked
no effect - if leave type will have no effect on allowance like Working from home.
- if marked auto approve all leave requests of this type will be approved automatically.
- in the field limit you can specify maximum number of days that can be taken thought the year for this particular leave type. Used for any leave types that do not take days from allowance like Sick Leave or Training days.
Leave types can be customised to suit the needs of your company:
- name that represents the nature of leave,
- colour that will represent this leave type on the calendar,
- there are several options to consider with regards to effect on holiday allowance:
deduct from allowance - if the leave type will "draw" days from employee holiday allowance
add to allowance - if the leave will add to employee holiday allowance, like Overtime booked
no effect - if leave type will have no effect on allowance like Working from home.
- if marked auto approve all leave requests of this type will be approved automatically.
- in the field limit you can specify maximum number of days that can be taken thought the year for this particular leave type. Used for any leave types that do not take days from allowance like Sick Leave or Training days.
- name that represents the nature of leave,
- colour that will represent this leave type on the calendar,
- there are several options to consider with regards to effect on holiday allowance:
deduct from allowance - if the leave type will "draw" days from employee holiday allowance
add to allowance - if the leave will add to employee holiday allowance, like Overtime booked
no effect - if leave type will have no effect on allowance like Working from home.
- if marked auto approve all leave requests of this type will be approved automatically.
- in the field limit you can specify maximum number of days that can be taken thought the year for this particular leave type. Used for any leave types that do not take days from allowance like Sick Leave or Training days.
There are several action that can be performed with every leave type:
- edit leave type,
- archive leave type,
- move to top,
-delete leave type.
- edit leave type,
- archive leave type,
- move to top,
-delete leave type.
Edit leave type brings up the leave type screen where any filed can be added. Please do not forget to Save changes once done.
Archive leave type moves Leave type from the active to archived list. In can no longer be selected for booking but can be restored for future use if need be. To restore leave type simple chose it from the list of archived and in the top right corner use menu to Restore Leave type. It will be automatically moved to the list of active leave types and can be accessed for booking.
Move to top option simply puts selected leave type as the first employee will see while booking. So the most popular one like Holiday can the first one to access when booking leave.
Delete leave type option deletes leave type irrevocably without possibility to restore it. If any bookings were made with selected leave type it can not be deleted only archived.
Latest Blog posts
Helpful resources and tips for managing PTO in small businesses
Product updates
Discover the latest updates, new features, and improvements
