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.