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Leave Types

Introduction​

Organization can define, customize, and manage various leave types to align with organizational policies. This flexibility allows for tailored configurations, such as enabling attachments, setting carry-forward rules, and defining leave duration preferences.

Accessing the Leave Types Page​

  • Click on the Leave option in the main navigation bar.
  • Click on the Leave Types sub-menu option under the Leave module.
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Users with the Super Admin & Leave Admin roles can manage leave types.

Leave Types Naviagtion

Adding Leave Types​

Step 1: Click on Add Leave Type Button​

  • On the Leave Types page, click the Add Leave Type button to open the Add Leave Type page.

Add Leave Type Button

Step 2: Enter Leave Type Details​

Leave Type Name​

  • Mandatory field
  • The name of the leave type as it will appear throughout the system.
  • Must be unique within the organization.

Emoji​

  • Mandatory field
  • Click on the Emoji icon to open a dropdown.
  • Choose an emoji that best represents the leave type.

Color​

  • Mandatory field
  • A color code for visual distinction in analytic graphs.
  • Select one of the 12 available colors.

Leave Duration Preference​

  • Mandatory field
  • Specifies whether the leave type can be taken as full days, half days, or both.
    • Full Day: Leave can only be applied for full days.
    • Half Day: Leave can only be applied for half days.
    • Both: Leave can be applied for either full or half days.

Leave Types Mandatory

Enable Attachment​

  • Optional field
  • Enabling Allows employees to attach documents when applying requests for this leave type.

Attachment Required​

  • Optional field
  • Specifies whether attaching a document is mandatory.
  • Enabled only if Attachments are enabled.

Comment Required​

  • Optional field
  • Requires employees to add a comment or note.

Auto Approval​

  • Optional field
  • Automatically approves leave requests of this type.

Enable Carry Forward​

  • Optional field
  • Allows unused leave days to be carried over to the next leave cycle.
note

Check Leave Carry Foraward

Maximum Carry Forward Days​

  • Mandatory field only if carry forwarding is enabled.
  • Sets the maximum number of unused leave days to carry forward.

Carry Forward Expiration​

  • Mandatory field only if carry forwarding is enabled
  • Defines the expiration date for carried forward leave days.

Step 3: Save the Leave Type​

  • The Save button remains disabled until all mandatory fields are filled.
  • Click the Save button to create the leave type.

Save Leave Type

Editing Leave Types​

Step 1: Click on Edit Leave Type Button​

  • On the Leave Types page, locate the leave type you wish to edit.
  • Click the Edit option under the Action column.

Edit Leave Type

Step 2: Edit Leave Type Details​

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  • Changes to Leave Type Name, Emoji, and Color will reflect in existing leave requests.
  • Changes to Attachment or Comment Settings apply only to future requests.

Deactivating a Leave Type​

  • Deactivating a leave type makes it unavailable for future leave requests.
  • Users won't be able to see the leave type cards in the My allocation section if they had entitlements under the deactivated leave type.

Step 1: Deactivate Leave type​

  • Toggle the Active/Inactive switch to Inactive.

Deactivate Leave Type

  • Click the Save button.

Step 2: Confirm Deactivation​

  • Click on Confirm and Save butoon to deactive the leave type.

Activating a Leave Type​

  • Reactivating a leave type makes it available again for requests if they have entitlments for that leave type.

Step 1: Reactivate Leave type​

  • Toggle the Active/Inactive switch to Active.
  • Click the Save button.

Step 2: Confirm Deactivation​

  • Click on Confirm and Save butoon to reactivate the leave type.
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Last updated on by Manusha Chethiyawardhana