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Set up leave

Follow these steps in order. Each step depends on the one before it.

Before you start​

  • Module configuration year is set for the current year. Leave balances and requests belong to a leave year, and requests fail with "Module configuration year or its date interval is not configured for the current year." without it.
  • Week offs and holiday calendars exist. Leave rules use them to decide which days count as leave.

1. Create leave types​

Create every kind of leave you offer, such as Casual Leave, Sick Leave and Earned Leave. See Leave types and leave groups.

2. Create leave groups​

Create a group for each set of employees with different leave rules, for example Staff and Management. A small organization may need only one.

3. Map leave types to each group​

In Leave group mapping, open the group and add each leave type it offers. For each type, choose the genders it applies to and whether it's paid. See Map leave types to a leave group.

4. Configure the rules for each type​

From the mapping, select Proceed to parameter. This opens Leave configuration for one type in the group, with three tabs:

  1. Credit – how much leave is credited and when. See Leave credit rules.
  2. Avail – when and how the leave can be taken. See Leave avail rules.
  3. Year-End – what happens to unused leave at the end of the year. See Leave year-end rules.

Repeat for every type in every group. The Credit tab must be saved before leave can be credited, and the Avail tab before employees can apply.

5. Assign employees to leave groups​

In each employee's record, under additional details, set their leave group, week off and holiday calendar. You can also set these in bulk with an employee import.

When an employee's leave group changes, their balances are set up for the new group automatically.

6. Check the first credit​

After the first credit period starts or ends (depending on your Credit rules), open Leave balance for a few employees and confirm the credited amount. If nothing was credited, see Leave isn't credited.

Next steps​