Leave

How to add a leave type

Creating a leave type is the initial steps to using the leave functionality. By creating a leave type, you can customize the conditions and define the type of time off users are eligible for.

Video Tutorial:

Steps:

  1. Navigate to Master Files > Employees. 
  2. On the Search Employees landing page, select Leave Types.
  3. Enter a Leave Type Description.
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  4. Check the Active box.
  5. Select the Standard Settings to assign an enterprise level configuration setting for the following: (Example: Everyone in the organization are entitled to the same number of floating holidays) 
    • Office. 
    • Annual Entitlement Days.
    • Start Date. 
    • Entitlement Expires End of Month 

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  6. Select the Employee Settings icon to assign an employee level configuration for the following: (Example: Employees receive different numbers of vacation days depending on tenure)
    • Employee.
    • Annual Entitlement Days.
    • Start Date.
    • Start Balance. 
    • Entitlement Expires End of Month 
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  7. Select Save or Save & Close.