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Leave Management

The Leave area is where you set up your company's time-off rules and where employees request and track their leave. Use the area switcher at the top of the left-hand menu to open it.

Inside, the menu has two groups:

  • Manage — the admin tools for HR: Leave (leave types, periods, holidays, groups, adjustments, and the full employee leave list).
  • Personal — what every employee sees: their own Leave (apply and track) and a company-wide Leave Calendar.

A good order to set things up

If you're configuring leave for the first time, work through these in order:

  1. Set your leave periods — the yearly cycle leave is counted in.
  2. Define your work week and holidays — so leave only counts working days.
  3. Create your leave types — Annual, Casual, Medical, and so on.
  4. Group employees if some leave types are only for certain people (for example maternity leave).

Then employees can request leave, and you can view balances and approve requests.

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