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Leave Settings

The leave setting was managed by the admin user only. This setting will be used throughout the whole plugin system.

To access this setting, go to the Settings tab → then navigate to Leaves

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There are two use cases applied for this setting:

1. Enable Leave Approval Workflow

Step 1: In the Leave settings section, check the box labeled Enable leave approval workflow. This ensures that all leave requests will follow an approval process.

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Step 2: Configuring Default Allocation:

  • Enter the default number of Allocation Days: This specifies the default annual leave entitlement for users.

  • Enable ‘Allow accumulation’: When enabled, unused vacation days will carry over to the next year, allowing employees to accumulate time off.

Step 3: Configuring Other Leave Allocations:

  • In the Other allocations section, click on Add new to configure additional leave types for specific users.

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  • Then you can specify different allocation days and assign them to specific resources:

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  • To modify or remove an allocation, use the edit Screenshot 2024-09-25 at 16.37.26.png and deleteScreenshot 2024-09-25 at 16.37.15.png icons next to each allocation entry.

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2. Disable Leave Approval Workflow

Once you uncheck the box labeled Enable leave approval workflow. This action will remove the requirement for leave requests to go through an approval process.

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→ Next step, let’s customize Leave Types for your resources:

Configure Leave Types

Leave Details

Leave Details

Descriptions

Label

Present the name or category of the leave type

Description

As default settings, there are 4 main leave types available: Paid Leave, Unpaid Leave, Sick Leave, and Other and you may customize them.

Pay Percentage

This indicates the portion of an employee's salary that will be paid during the leave period.

Allocation target

Indicates which employees or groups are eligible for each leave type. "Yes" means the leave type is allocated to employees.

Adding new Leave Types

To add a new Leave type, click on the Add new button.

→ Enter the leave details, including the Leave Name, Description, Pay Percentage, and enable the Allocation Target if needed → Click on Screenshot 2024-10-15 at 17.23.23.png to complete.

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Editing or Removing Leave Types

To edit the Leave type details, click on the edit Screenshot 2024-09-25 at 16.37.26.png icon to update the information or use the delete Screenshot 2024-09-25 at 16.37.15.png icon to remove a leave.

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Default leave types cannot be removed. And only newly added leave types can be deleted.


Tool Tips:

  • Allocation days: Number of days allocated per year.

  • Allow accumulation: Checked this will allow the system to accumulate the number of remaining days from the previous year to the current year.

  • Maximum accumulated days: Maximum number of days can be accumulated to next year

  • Other allocations: Create some special allocation and assign it to someone. These special allocations will ignore system settings to apply for assignees.

  • Leave types: Manage and create leave type. The user can see all types of leave request creation.

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