Leave types are typically setup at the time of deployment, therefore the list of leave types will be pre-configured for you and you will seldom need to change it.
Note that the list of leave types is a general listing that is not associated with any particular year.
Figure 1 - List of Leave Types
This list is usually created once and is only modified to add or disable a particular type of leave.
If you need to create a new leave type, you must go to the “System” Module and to the sub-list “Leave Types”.
Figure 2 - System Module
Click on the option "+ New Leave Type". This option will lead you to the leave type creation screen.
Figure 3 - Leave Type Creation Screen
Fill in the information and click on the option "Active". Once all fields are complete, information must be saved.
Figure 4 - Leave Type
Once you have the leave type created, you will need to apply it to the users. To do so, click on the leave type and select the option “Apply to Users”.
Choose the year for which the leave days will be given to users. Remember that if you need to give this leave type for several different years, you just need to repeat the process and change the year.
You can also choose the number of days you want to give to the users that you will select for the chosen year. If applicable, you can also set a start and expiration date.
Figure 5 - Apply to Users
You can filter the information by company, department, resource type, etc.
To select all users at once, you can check the square on the gray bar.
If you want to disable a leave type, you just need to edit it and uncheck the option "Active".
Figure 6 - Leave Type disabled
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