Create Leave Types that your organization uses, e.g. Annual Leave, Meeting, Sickness, Compassionate etc. We set you up with some to get you going, but you can add more or change these to best suit your company.
For each Leave type you can set different options such as;
Tip: Make sure to set who (which groups) can see / request the Leave type otherwise staff may not be able to request it or even see it in the calendar views!
Then click Save, you will then find the other tabs on the left become available.
*This will be important if you have chosen to deduct allowance from a specific allowance pot, as staff will need to have the same allowance pot and unit to use this type of leave
**After clicking Save you will see an option "Deduct Allowance" appear, here you can set how the leave type will deduct allowance either Based on Working Time or Based on Duration.
Here you can set which Allowance Pots are associated with this leave type, you can either have 1 allowance pot i.e. Paid Leave or you can have multiple Pots - so that when your staff run out of Paid Leave, Holiday will deduct from the next pot such as Time Off In Lieu.
**Please Note**
Carryover (if applicable) will be deducted from each pot first. Once all the Carryover, from all pots (if applicable) has been exhausted, the Leave will then be deducted from each pot, again based on the Order of Deductions shown on the Leave Pots page (within the leave type itself).
You can set here if the Leave type requires Approval, or multiple approval;
You can also choose who will receive certain emails and notifications from the system during the request leave / approval process. You can also choose whether the leave type can be Auto Approved when your Approvers / Administrators submit leave on a persons behalf or to Never allow the requests to be auto approved.
From here you can set certain parameters around how much time off can be requested and whether a certain amount of notice is required.
*If these values are set to a minus i.e. -14 Days, staff will be able to book or cancel leave upto 14 days in the past.
Select if Notes must be entered on request, approval, both, never (disables notes) or leave as Optional, though there is no way to enforce what content is supplied with Notes.
If you use Minimum / Maximum Group Staffing levels or Restriction type Rules, then check the boxes if this leave type is to be included each kind of Rule.
For example Annual Leave would be included, but a leave type such as Meeting would probably not be.
From here you can choose which Groups have access to this particular type of leave as well as what the Group is able to do with the leave type. At the bottom of the screen you can Add the Groups that should have access to the leave type, and what permissions they can have.
Permissions
Sometimes companies have particular policies whereby they only want certain Groups to SEE types of leave but not request them, the Grouping function within WhosOffice will allow you to create specific Groups that carry certain Leave Type permissions, these can be setup in addition to a staff member's normal Group (Department).
*Users with the leave admin user role permission, will be able to enter leave on behalf of staff under all Requested By options - except where this is set to NONE
Allows you to keep track of any changes made to the leave type, along with who made the change and when it was changed. You can refer to this page when enquiries are made about the Leave Type.
Title: Leave Types
Category: Leave
Posted: Friday, 21st Mar 2014
By: Phil Cross
Direct link: https://www.whosoffice.com/support/knowledgebase/leave-types
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