Checklist for Getting Started with Leave

Modified on Thu, 20 Jul, 2023 at 5:44 PM

When you're setting up the leave module for the first time, it would be good to have on hand the company's leave types and the existing leave balance of all employees for easy reference.

Note: You can click on the links throughout this article to find out more about particular topics.

Step 1: Check Key Information

For Leave to work properly, the following information is required. Please ensure that all details have been filled out correctly.

Under Company > Company Settings:

Under My Employees > Employee Profile > Career Progression

Joining Date
Confirmation Date (important to note probation period and assign leave entitlements accordingly)

Under My Employees > Employee Profile > Employment > Employment Details

Manager

Step 2: Add Leave Types

This is where you can add all of the leave types that are relevant to your company.

Click here to learn more.

Step 3: Add Leave Period

You'll need to set up a leave period (usually defined as the start of the calendar year till the end, though some companies may differ) within which all of the leave types will be active.

This is to ensure that leave entitlements are calculated based on the relevant leave period.

Click here to learn more.

Step 4: Assign Leave Types

Next, you'll need to assign the relevant leave types to employees and update their leave balances.

Click here to learn more.

Step 5: Set Up Approval Templates

Finally, you'll need to set up the relevant approval templates for each employee.

Click here to learn more.