Adding a Leave Type

Adding a Leave Type

Leave Settings> Leave Types> Add Leave Types

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Advanced settings

Supporting Document

Other Settings

• Is this a paid leave - Leaves can be set to be paid or unpaid leaves. For example some companies might say a leave balance is not required to apply for unpaid leaves.
• Is this leave type currently active - If set to "No" this leave type will not be visible.
• How many months in advance can you apply for leave? - This setting defines how far ahead in months you can plan and apply for this leave type. You can set it up to 48 months. Check "Allow request with warning" - if checked off the user can apply for this leave type and will be displayed a warning message.
• Minimum number of days that can be allotted - Specify minimum consecutive leave days/ hours that can be applied for this leave type.  Check "Allow request with warning" - if checked off the user can apply for this leave type and will be displayed a warning message.
• Maximum  number of days that can be allotted - Specify maximum consecutive leave days/hours that can be applied for this leave type.  Check "Allow request with warning" - if checked off the user can apply for this leave type and will be displayed a warning message.
• Minimum number of days for prior notice of leave - Specify how many days prior a leave request for this leave type needs to be submitted for approval.  Check "Allow request with warning" - if checked off the user can apply for this leave type and will be displayed a warning message.  

• Leave Type classifications - Enter the leave type classification for this leave type.  You can add multiple sub classification for a single leave type.  These leave type classifications will be displayed when the user is requesting for leave.

Auto Approvals:   Leave Types > If Set to “Yes”

Hierarchy

At user level:  If “Requires approval for leave requests” is set to “No” - then all leave requests will be auto approved.  (Used for people who do not need approval at all - usually senior management)

Under Leave types:  If “Requires approval for leave requests” is set to “Yes” - then all leave requests  of this particular leave type alone will be auto approved.

(Used for leave types that does not need to go through an approval path. Used sometimes for sick leave or military leave or compensatory off depending on company's policies)

Administrator level settings - Auto approve:   Only if the administrator or whoever has permission checks off the “Auto approve leave request” while making a leave request - that particular leave request alone will be auto approved.  (Used only in cases where administrator has permission to auto approve a leave request while entering the request in PlanMyLeave itself. Usually used when entering leaves that have already been taken or in cases where the employee does not come to the office due to illness etc.)

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