Leave

Add a kind of leave

1. Press Add type at the top of Leave types.
2. Type its Name, such as Annual or Study, and a Code if you use one.
3. Check Paid, Draws down a balance and Needs approval as it should be.
4. Press Add type under the form.

Then: People can ask for it on My leave. Unpaid leave often does not draw down a balance: it is recorded, and nothing counts down.

Rather not? To stop offering one, press Edit and uncheck Available to request. Requests already made are untouched.

Set how much leave people earn

1. Choose the kind of leave at the top.
2. Press Set here beside the unit, or Edit where it has its own.
3. Choose the Accrual and the days, a month or a year.
4. Set Maximum balance, Carry over up to and the Waiting period.
5. Press Save for this unit.

Then: It applies to that unit and the units beneath it, in each person's own days, so a part-timer's day is shorter and so is what they earn.

Rather not? Press Clear at the end of the unit's line, then Clear its own rule, to have it follow the one above it.

Set when the leave year starts, and what happens at its end

1. In the same form, choose the month under Leave year starts.
2. Under Joiners, choose how a part month and a part year are counted.
3. Under At the end of the year, choose what happens to Unused leave beyond the carry-over limit, and when Carried leave expires.
4. Press Save for this unit.

Then: The year start decides which year a day off belongs to.

Dara's organization starts its leave year in April. A day taken on March 31 comes out of the old year's leave and a day on April 1 out of the new, so Dara sets April before anybody books Easter.

Bring in what people have left from another system

1. Press Import opening balances.
2. Download the template and fill in one row per person and kind of leave: what they have left today.
3. Upload it, check what it found, and apply it.

Then: Each balance becomes that figure for the current leave year, and the difference is recorded as an adjustment against your name.