- Manage
- Leave
-
Product Updates
-
Tutorial Video Library
- General Navigation
- Time and Task
- Job Management - Basics
- Estimate Management - Basics
- Estimate Management - Advanced
- Purchase Order Basics
- Production Invoice Basics
- Sundry Invoice Basics
- Receipts Basics
- Supplier Invoice Management Basics
- Payment Basics
- Expenses & Credit Cards
- Reporting
- Master Files
- Manage
-
Mobile App
-
FAQs
-
Navigation and General
-
Time and Tasks
-
Manage
-
Approve
-
Jobs
-
Media
-
Accounting
-
Master Files
-
Setup Files
-
Setup Options
-
General Ledger
-
Revenue Recognition and Tools
-
Receivables
-
Payables
-
Budgets & Forecasts
-
Training Packet
-
API & Integrations
-
Reporting
-
Sales
-
Media Finance
-
Intercompany
-
Talent Sponsorship
-
Taxes
-
Implementation and Onboarding
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:
- Navigate to Master Files > Employees.
- On the Search Employees landing page, select Leave Types.
- Enter a Leave Type Description.
- Check the Active box.
- 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
- 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
- Select Save or Save & Close.