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Leave Types — create, edit, and delete

Use this guide to configure Leave Types (create new, update settings, or delete).

Written by Sarah Murray

Before you start

  • Access is permissions-based. If you can’t see Leave Types, ask a Company Admin.
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Open Leave Types

  1. Click the cog icon (top-right).
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  2. Select Leave Types from the dropdown.

Add a new Leave Type

  1. Click Add (green).

2. Choose a Key (base leave type) from the dropdown.
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3. Set a Display Name.
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4. Configure options by ticking as needed:
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  • Reduces Holiday Entitlement
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  • Reduces Statutory Entitlement
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  • Employee Able To Submit
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  • Denotes Sickness
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  • Disable On Non-Scheduled Days
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  • Cover Required
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5. Click Save (green).
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Edit an existing Leave Type

  1. In the Actions column, click the cog icon.
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  2. Update the Display Name and/or checkbox options.
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  3. Click Save (green).
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Delete a Leave Type

  1. In Actions, click the bin icon.
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  2. Confirm in the modal by clicking Delete (red).
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Tips

  • Use clear Display Names (e.g., “Paid Sick Leave,” “Unpaid Leave”).
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  • Enable Employee Able To Submit only for types staff can request themselves.
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  • Use Cover Required for absences that must trigger gap creation.
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Troubleshooting

  • Need help? Click the chat button in the bottom-right corner of the screen to contact our support team.

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