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Setting Up Leave

This page covers the one-time setup that makes leave work: leave types, leave packages and entitlements. You usually do this once and only adjust it now and then.

1. Leave Types​

A leave type is a kind of leave you offer. Open it from Leave → Leave Type.

Examples: Annual Leave, Medical Leave, Emergency Leave, Maternity Leave, Unpaid Leave.

To add one:

  1. Click Leave → Leave Type.
  2. Add a new type and give it a clear name.
  3. Set its rules — for example, whether it is paid, and whether it needs a document such as a medical certificate.
  4. Save.

2. Leave Packages​

A leave package groups several leave types together with their allowances, so you can give the whole set to a group of staff at once. Open it from Leave → Leave Package.

For example, a "Full-Time Staff" package might give 14 days of Annual Leave and 14 days of Medical Leave per year.

To create one:

  1. Click Leave → Leave Package → New.
  2. Name the package (for example, "Full-Time Staff").
  3. Add the leave types it includes and set the number of days for each.
  4. Save.

You then assign packages to employees, which sets their entitlement.

3. Leave Entitlement​

Entitlement is how many days each employee actually has. Open it from Leave → Leave Entitlement.

Here you can see, for each employee:

  • How many days they are entitled to (from their package).
  • How many days they have used.
  • How many days they have left.

You can adjust an individual's entitlement here if needed — for example, to add carried-forward days from last year.

tip

Set up leave in this order: Leave Types → Leave Package → assign to employees → check Entitlement. Once done, you mostly just approve applications and review balances.