The Leave Types section allows you to setup different types of Leave with each one having its own configuration.

You can setup and configure the Leave Types at the Organisation level, but you have the option of overriding these settings on a Company-by-Company basis.

Each Leave Type you configure has the following settings that control how it is used, displayed and requested within the platform.

Main Settings

  • Details
    • Name

What is the name of the Leave Type
i.e.  Holiday, Sickness

  • Enabled (only visible at the Organisation level)

Should the Leave Type be enabled and available for use?

  • Calendar Options
    • Calendar Colour

What colour to use when displaying this Leave as Authorised on the calendar?

  • Calendar Colour (Unauthorised)

What colour to use when displaying this Leave as Unauthorised on the calendar?

  • Request Options
    • Allow Requesting Part Days

Can this Leave Type be used in smaller increments that 1 whole day?
i.e. Morning or Afternoon

  • Allow Requesting Specific Times

Can this Leave be booked by the minute?

  • Bypass Leave Blackouts

If this Leave is requested during a Blackout should it be allowed?

  • Bypass Low Cover Groups

Do you want Low Cover Protection for this Leave Type?

  • Enable Private Request Notes

Would you like to allow the Requestor the option of providing a private note when they submit a request for this Leave. Any note provided is only sent to the Authorisers and is never displayed on the calendar.

  • Enable Public Request Notes

If enabled and used, a public note will be displayed on the calendar in details on hover.

  • Include in Bradford Factor

Is this Leave Type considered sickness and therefore should be included in the Bradford Factor calculation?

  • Require Further Description

Should more information via a comments box always be provided when a request is submitted for this Leave Type?

  • Send Confirmation Emails

Should confirmation emails be sent to the employee?

  • Requires a Rejection Reason

When a Request for this Leave Type is rejected by an Authoriser should they provide a reason for the rejection that is sent back to the employee?

  • Permissions
    • Allow Authorisers to delete their authorised requests

Can the last Authoriser delete this Leave Type request after they have already authorised it? This would apply to all future and past requests.

  • Employees can delete an authorised request before it starts

Can an Employee delete this Leave Type request after it has been authorised but before it starts?

  • Send confirmation email when cancelled

Should a confirmation email be sent to the employee when a Request for this Leave Type is deleted?

  • Line Managers can delete employee requests

Can an Employee’s Line Manager delete pending and authorised requests for this Leave Type?

  • Requesters can delete a pending request

Can an Employee delete this Leave Type request after it has been made but before it has been authorised?

Authorisation

You can, if required, define a Leave Type level Authorisation Process here.

Allowance and Request Limits

  • Allowances
    • Enable Allowances

Do Employees need to deduct from an Allowance for this Leave Type?

  • Permit over-allowance requests

If an Allowance is in place and a request being made would take the Employee over their current Allowance should the request be allowed to proceed?

  • Pro-rata start and end allowances

When adding a new Employee should we pro-rata their starting allowance and when an Employee leaves should we calculate their ending allowance?

  • Auto-repeat Allowance

Should the set Allowance be repeated every year automatically?

  • Leave recorded in

Is this Allowance recorded in Days or Hours?

  • Standard annual allowance

How many hours/days does a full-time working employee get every year?

  • Auto-increase by

How many hours/days should this Allowance be increased by every year? This can be set to 0 to disable any auto increase.

  • Up to a maximum of

If Auto-Increase is set to more than 0, what is the maximum number of hours/days we should auto increment to?

  • Carry-over every year

At the end of a year how many unused hours/days can be carried over into the next year?

  • Auto-expire carry-over after

How long does an employee have to use any Leave balance that was carried over from the previous year? Setting this to 0 will disable any automatic removal of carried over balances.

  • Request Limits
    • Minimum notice

What is the minimum notice period required for requests of this Leave Type

  • Maximum notice

What is the maximum notice period allowed for requests of this Leave Type

  • Minimum total per request

What is the minimum number of hours/days required per request of this Leave Type

  • Minimum total per week of request

What is the minimum number of hours/days required per week for requests of this Leave Type? Use this force employees to take leave by the week (when set to 5 days)

  • Maximum total per request

What is the maximum number of hours/days allowed per request of this Leave Type

  • Allow ‘outside limit’ requests

If one or more of the Request Limits is broken should we still allow the request with a warning?

Categories

You can add Categories to a Leave Type which are presented when a request is made. For each Category you can select if further detail is required which will present the Requestor with a comments box to fill in.