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How to add a leave type

This guide explains how to create a leave type in Accountability.

Step by Step Guide:

 

1. Navigate to Master Files > Employees.

2. On the Search Employees landing page, select Leave Types.

3. Enter a Leave Type Description.

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

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

7. Select Save or Save & Close.