Managing Leave Types

What Are Leave Types?

Leave types categorize different kinds of employee absences, such as vacation, sick leave, parental leave, and more. Each leave type has specific conditions, entitlements, and approvals associated with it, ensuring that leave management is clear, fair, and consistent across the organization.

Why Are Leave Types Important?

1. Enhanced Organization: Clearly categorized leave types help in streamlining the approval process and provide a snapshot of who is out of office and why.

2. Policy Compliance: Ensures that all leave requests adhere to organizational policies and legal regulations.

3. Employee Satisfaction: Simplifies the leave request process for employees, ensuring their entitlements are easily accessible and fairly managed.

4. Operational Efficiency: Accurate leave tracking helps in workforce planning, reducing the risk of understaffing during critical

View following video how to manage leave types

How to setup Leave type

You can configure the following items:

1. Is Active

• Purpose: Determine whether the leave type is available for employees to request.
• Configuration: Toggle to activate or deactivate the leave type.

2. Name

• Purpose: Define the name of the leave type.
• Configuration: Enter a clear and descriptive name (e.g., "Sick Leave", "Vacation Leave").

3. Approval is required

• Purpose: Specify if the leave needs to be approved by an approver.
• Configuration: Select whether approval is mandatory. For more details, refer to our section on approvals work.

4. Allow hourly tracking

• Purpose: Enable tracking of leaves in hours instead of full days.
• Configuration: Toggle this option to allow hourly tracking.

5. Substitute is enabled

• Purpose: Allow the leave requestor to assign a substitute during their absence.
• Configuration: Enable this feature if substitutes can be assigned. For more information, visit our section on here.

6. Has Allowance

• Purpose: Define if the leave type has a yearly allowance.
• Configuration:
  • Enable this feature if the leave type has a yearly allowance.
  • Set the Default Yearly Allowance in days. This is the amount of leave time allocated per year to each member, which you can adjust individually.
  • Allow Allowance Overrun: Specify if employees can have a negative balance.
  • Allow Carryover: Determine how unused leave balances carry over to the next period. For more details, refer to our Carryover Policy Guide.

8. Monthly limit

• Purpose: Define a monthly limit for leaves when approval is not required.
• Configuration: Set a maximum number of days that can be taken per calendar month without needing approval.

9. Allow Slack Status Update

• Purpose: Update the requester's status in Slack while they are on leave.
• Configuration:
  • Enable this feature to automatically update the requester's Slack status.
  • Set the Status Emoji and Text to indicate the type of leave (e.g., 🌴 "On vacation," 🛌 "Sick Leave").