In this article:
What are Leave & Sickness Types?
A Leave or Sickness Type is a configuration option which allows employees to choose what types of Leave or Sickness they are requesting or reporting. This may be useful if you want to record or report on types of Leave & Sickness your employees take, it can also aid with showing why employees are out of the office. If you're creating Custom Allowances, you'll need to set up your Leave Types first. For more information, see here.
Configuring Leave & Sickness Types
The below outlines the process for configuring Leave Types, follow the same process for Sickness Types, but select Sickness Types from the Leave Configuration menu.
Go to Process Config > Leave Configuration > Leave Types .
We've provided some default Leave Types, which you can import by clicking the Add Defaults button in the top right. Alternatively, you can create your own by clicking the Create button.
If you choose to add our defaults, you'll be presented with a dialog box to confirm you want to add the Defaults, click OK and the defaults will import.
You can edit the defaults or remove any that do not apply to you. If you'd like to delete any, select them using the tick boxes on the left then click Delete. Edit the defaults by clicking on the name.
The process is the same if you Create a new Leave Type or edit a Default Leave Type.
Enter the name, and optionally add comments or notes. You can choose a calendar icon which will appear in employee's Year at a Glance view. If the Leave Type is to be deducted from the employee's Leave Allowance, click Yes in the Deducted Leave row. Deducted/Non-deducted Leave is not configurable for Sickness Types. In the Requested Details box you can optionally enter what detail users must provide when making a request of this Leave Type. Please note that large amounts of texts will not be visible in the Leave Request, so keep this to one line.
When you are happy with the Leave Type configuration, click Save.
It's also possible within a Leave type to determine whether the request requires an attachment. If this is switched on, the requester will be unable to submit their Leave Request until an attachment has been added.
Deducted vs Non-Deducted Leave Types
You can choose whether your Leave Types are set to Deducted or Non-Deducted. If you set a Leave Type as Deducted, when a Leave Request is approved, the employee's Leave Allowance will be deducted the number of days the request spans. This is shown in the Year at a Glance Calendar in Green.
If you make a Leave Type Non-Deducted, the employee's Leave Allowance will not be affected. This is useful for tracking scenarios such as Working from Home, or Offsite Meetings, to highlight that the employee is away from work, but not on Leave. These requests show in the Year at a Glance Calendar in Light Green.
To fully take advantage of the different colours, and to reveal the types in the Team Calendar view, go to General Settings > Leave and tick 'reveal request type'.
Types which do not require Approvals
It's possible to set up if certain Leave or Sickness Types do not require Approval. If selected, the employee will submit their Leave Request and it will then go into their calendar directly in the approved status. This is useful for occasions where an approval is not necessary, for example Working from Home, where the employee is just using it to mark their calendar.