How to Assign Leave Types

Modified on Wed, 4 Sep at 12:15 PM

First, please ensure that your company's leave types have been set up correctly.  

 

There are two ways to assign leave types:

 

Assign one leave type to a group of employees

Go to Leave > Leave Settings > Leave Types > Click on Bulk Assign To Employees

 

This will open a pop-up window that enables you to assign one leave type to the relevant employees.

  • Leave Period: Use this dropdown to select the relevant leave period

  • Leave Type: Use this dropdown to select the leave type that you wish to assign 

  • Search: Search for employees by name or designation

  • Assign?: Checking/unchecking the box will assign/un-assign the leave type to employees of your choosing

     

  •  

Assign multiple leave types to a specific employee

Go to Leave > Team Leave > Team Leave Balance > find the relevant employee and click on the pencil icon.

 

On the employee's page, click Manage Leave Types to add the relevant leave types for this employee. 

 

Select the leave type(s) and click Add in the Assign leave type pop-up. 


Next Step: Assign Approval Templates

Before employees can start applying for leave through HReasily Pro, the approval templates need to be set up correctly.

See
 this guide for setting up approval templates in Leave.

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