User Guide

Leaves

Where: Admin portal → Configuration → Leaves
Route: /configuration/leaves

The kinds of leave your employees can ask for, such as Casual Leave and Sick Leave. Each leave type has a yearly allowance and says whether it is paid. Employees choose from these types when they request leave, and you decide on the requests under Leave Requests.

1. The Leaves list

Leaves list
Leaves list

ColumnWhat it shows
Leave TypeThe name of the leave type.
Annual CountThe number of days a year.
PaidYes or No.
ActionsUpdate and Delete.

Use Search to narrow the list and Show 50 / 100 / 150 to choose how many rows to see.

2. Add a leave type

  1. Click Add Leave Type.

    Leave Type form
    Leave Type form

  2. Fill it in.

    FieldNotes
    Leave Type Name*Required. Clicking Save with it empty shows "Leave type name is required."
    Default Annual CountThe number of days per year. It must be greater than zero – with 0 the server refuses it, see below.
    Is Paid Leave?Yes (the default) or No.

    Leave type name is required
    Leave type name is required

    Form filled in
    Form filled in

    If Default Annual Count is left at zero, Save is refused with Save Leave Type failed – "Error : Default Annual Count must be greater than zero." Click Dismiss, enter a count above zero and save again.

    Default Annual Count must be greater than zero
    Default Annual Count must be greater than zero

  3. Click Save. Leave type saved – Success. Created. confirms it. Click Got it.

    Leave type saved
    Leave type saved

  4. The leave type is in the list.

    New leave type in the list
    New leave type in the list

3. Update a leave type

  1. Click Update on the row.

    Edit form
    Edit form

  2. Change the fields – here the annual count becomes 7.

    Count changed
    Count changed

  3. Click Save. Leave type saved – Success. Modified. confirms it.

    Leave type modified
    Leave type modified

4. Delete a leave type

  1. Click Delete on the row. The confirmation names the leave type and warns "This cannot be undone."

    Delete confirmation
    Delete confirmation

  2. Click Delete. Leave type deleted – Success. Deleted. confirms it. Click Got it.

    Leave type deleted
    Leave type deleted

    List after the delete
    List after the delete


Related: Leave Requests · Holidays · Request Leave (employee portal)