This article includes steps on how to create, delete & update existing ‘Leave Types’.
To configure ‘Leave Types’, you will need to navigate to the ‘Cog’ icon located on the top right-hand side of the below screenshot:
Once you select the ‘Cog’ icon the following drop-down menu will appear:
At this stage, you will select ‘Leave Types’, and the following screen will then display:
On this screen, you will then select the green ‘Add’ button. Once selected the below screen will appear:
From here you can select the type of leave from the ‘Key’ drop-down menu. Once selected you’ll be able to make edits to the ‘Display Name’. Multiple checkboxes allow you to make configurations to the ‘Leave Type’:
Reduces Holiday Entitlement
Reduces Statutory Entitlement
Employee Able To Submit
Disable On Non-Scheduled Days
Once you have completed your edits, save your changes by clicking on the green ‘Save’ button.
Editing an Existing Leave Type:
In the ‘Actions’ column you can select the ‘Cog’ icon to edit an existing ‘Leave Type’. Once selected the below screen will display:
At this stage, you can edit the ‘Display Name’ & make configurations to the ‘Leave Type’ by checking or unchecking the relevant check boxes.
Once you are happy with the edits made click on the green ‘Save’ button.
Deleting an Existing Leave Type:
If a ‘Leave Type’ is no longer required you can select the ‘Bin’ icon within the actions column to delete.
Once selected the below modal will appear:
At this stage, you will select the red ‘Delete’ button.