Leave types and leave groups

Create a leave type

1. Go to Leave type and select Add leave type.
2. Fill in the fields below and save.

Field	What it does	Rules
Code	A short unique code shown in lists and reports, for example CL for Casual Leave.	Required. Up to 25 characters, no special characters. Must be unique.
Name	The name employees see, for example Casual Leave.	Required. Up to 100 characters, no special characters. Must be unique.
Order	Display order in lists. A lower number appears first.	Required.
Active	Whether the type can be used.	Employees can't apply for an inactive type, and it isn't credited.

To change a type later, select Edit on its row. You're asked for a reason for the update.

Create a leave group

1. Go to Leave group and select Add leave group.
2. Fill in the fields below and save.

Field	What it does	Rules
Group name	A unique name for the group, for example Staff.	Required. No special characters. Must be unique.
Skip year-end process	Leaves this group out of the leave year-end process, so its balances aren't carried forward, encashed or lapsed.	Optional.
Active	Whether the group can be used.	Employees in an inactive group can't apply for leave.

Next step

Add leave types to the group: Map leave types to a leave group.