Leave Types, for example, sick leave, annual leave, are created in the SetupApps > LeaveManager menu.
Each leave type must be set up each Leave Year.
Firstly, create Leave Type at > Leave Type
The Leave Type, Leave Type Code and the Color Code for that leave type is recorded.
The Leave Type Code & Color Code are used in leave reporting.
Secondly, set the Leave Rules at > Leave Rules
Leave rules can be assigned to an individual user or a group, by location, branch & department.
For each type of leave, there can be rules relating to:
carrying forward the leave balance;
consecutive days of leave allowed, including weekend day(s) & public holidays;
dependency on other types of leave;
disclosure of leave balance to users in leave requests;
exceeding leave balance available;
notice period required to apply for leave; and
provision of supporting documentation with leave requests.
Edit Leave Rules at > Add Edit & Allocate
Copy the Leave Rules at > Copy
To copy Leave Rules from one staff to another:
- Select the staff name you want to copy the rule from in the 'Rule From' drop down list. Leave types will be displayed in the 'Leave Type' the left hand side.
- Select the staff name from the 'Assign To' list on the right.
- Click Update.