- 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)
Public holidays
Bank holidays can be managed from Menu - Bank Holidays.
To upload bank holidays for a specific location and/or for the next year, select the location, choose the year, and press the Import/Upload button.
List of Bank Holidays can be amended as required.
To add a new holiday, click Add New and fill out the form. Once completed, press Create, and the new holiday will be added to the list.
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Helpful resources and tips for managing PTO in small businesses
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