Leave

How to delete and edit a leave type

Setting up accurate leave types helps your organization in providing employees with a better understanding of their entitlements.

In order to delete and edit a leave type the user must have administrative rights within the platform

Steps: 

  1. Navigate to MASTER FILES > Employees.
  2. Select Leave Types
  3. The Leave Types landing page will be presented.
  4. To edit a Leave Type.
    1. How to make a leave type inactive? 
      1. Uncheck the box under active.
    2. How to change Standard and Employee Settings?
      1. 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. Maria Knowledge Base Template-May-09-2023-06-14-59-8580-PM
      2. 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. Maria Knowledge Base Template-May-09-2023-06-18-35-7892-PM
    3. To Delete a leave type.
      1. Check the box to the left of the Leave Type Description.
      2. Select DELETE LINE.
  5. Select Save or Save & Close.