Sales
Setting up Leave Types
As an HR user, setting up the list of leave types is prioritized in order to use the employees’ Attendance system.
Using the Leave Types in Settings lets you set up employees’ leaves of absence, their maximum days allowed per year and their maximum continuous days applicable.
Most common Leave Types are:
- Annual Leave
- Casual Leave
- Sick Leave
Other types:
- Compensatory Leave
- Leave without Pay
- Maternity Leave
Adding a new Leave Type
- Select “Attendance” from the navigation menu,
- Select “Settings“.
- Click the “Leave Types” card.
- Click the button “New Leave Type“.
- Fill in the Leave Type Information
- Name: Input the name of the leave type. (e.g. Casual Leave).
- Color: Select a color for the leave type.
- Description: Optional, write a leave type related description.
- Max Days allowed per Year: Input the maximum number of days allowed for this leave type per year.
- Max Continuous Days Applicable: Input the maximum number of continuous days allowed for this leave type.
- Applicable After: Input the number of days in which the leave type will be allowed after, starting from an employee’s joining date.
- “Need Permission” Checkbox: Checking it means the employee is required to request permission that the HR can issue for the leave.
- For more information on Attendance Permissions, check the tutorial “Attendance Permissions“.
- Click “Save” once done.
Editing a Leave Type
- Select “Attendance” from the navigation menu,
- Select “Settings“.
- Click the “Leave Types” card.
- Select the leave type you wish to edit.
- Click the button “Edit“.
- Make needed edits.
- Click “Save” once done.
Deleting a Leave Type
- Select “Attendance” from the navigation menu,
- Select “Settings“.
- Click the “Leave Types” card.
- Select the leave type you wish to delete.
- Click the button “Delete“.
- Answer the confirmation message with “Yes” to confirm deletion or “No” to cancel.