Configure Your Company Leave Settings

Get started setting up the Time Off and Leave function within HR Partner by heading to Time Off & Leave > Configure > Leave Settings which takes you to this page:

Leave Processing

• Check the box to "Allow employees to apply for leave via the portal" if you want employees to be able to submit leave requests.

• You can then decide if you would like employees to have the ability to attach files to leave requests, which can be useful for doctor's notes for example.
• You then have to decide whether you would like the "Description" field within the leave request screen to be made mandatory.
• You then have the option to turn on an additional "Reason" or "Comments" field within your leave request screen.
• If you have very complex leave approval rules, multi-tiered leave approvals, or you want employees to be able to approve leave requests, you may need to enable the Enhanced Leave Approval Rules. If that is the case, read about them, check this box and once you're finished here, you'll also need to see how to Set Up Enhanced Leave Approval Rules here.

Leave Notifications

• You can nominate one or more Admin Users for all leave approvals to be sent to
• You can also have an email sent every time there is a leave request approved or revoked

Calendars

• Set your preferred day for the start of week
• Decide how much employees can see about leave of other employees within the company

Working Hours

• Enter the default number for hours per day
• Select the default Working Day Template that will be applied to new employees (this can be edited separately for each employee though)

Then, at the bottom of the page, you can toggle on "Advanced Settings":

Balance Display

Scroll through the drop down list to see which columns of data you would most like to have displayed within your leave balance tables.

Advanced Global Settings

• You have the ability to select the name of status given to all leave requests that are considered approved.
• You are then able to change the name of TOIL/FLEXI which is essentially the label for time that can be credited back to a balance. Some customers like to name this "Overtime" or "Lieu Time" for example
• You have the ability to globally prevent employees from requesting more leave than they have available. This impacts all policies in your system.
• You have the ability to allow the editing and display of individual leave allowances and entitlements.
• You have the ability to turn on automatic calculation of employee leave accruals