Leave Types, for example, sick leave, annual leave, are created in the LeaveManager menu in SetupApps.
Each leave type must be set up each Leave Year.
Firstly, create Leave Type at Add New
The Leave type, Leave Short Name and the color code for that leave type is recorded.
The Leave Short Name & color code are used in leave reporting.
Secondly, set the Leave Rules at Add Rules
Leave rules can be assigned to an individual user or a group, by location, branch & department.
For each type of leave, 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 Edit Rules
Copy the Leave Rules at Copy Rules
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 on the left hand side.
- Select the staff name from the Assign to list on the right.
- Click Add.