- 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)
Managing locations
Locations can be managed from Menu - Locations.
The Main Location is created automatically when the company is set up, and all employees are initially assigned to this location. You can edit the location details as needed.
To add employees to location open the list of employees and tick all names required.
When employees are deleted from location they needed to be assigned to a new location.
To upload bank holidays to a location, navigate to the Bank Holidays section, which will take you to the Bank Holidays screen.
To add another location, press New Location, then enter the country name and code. Once created, the location can be edited as needed, as shown above.
Latest Blog posts
Helpful resources and tips for managing PTO in small businesses
Product updates
Discover the latest updates, new features, and improvements
