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Appogee Leave is highly configurable so you can make it fit with your business requirements and organization structure. Below are our top tips for getting your Appogee Leave set up. They have been split into 4 key stages and can be done in any order, however it's a really good idea to get everything configured before you add your employees.
Step 1: Configuration
Leave and Sickness Types
We have a range of default Leave & Sickness Types, which you can import and use, or add your own Types. Leave & Sickness Types can be set up as deducted or non-deducted, so they can affect an employee's allowance or not. Have a look at the support article on Configuring Leave & Sickness Types.
Appogee Leave has a number of Public Holidays set up as defaults. Select one for your country or create your own. You can find out how to do this by taking a look at Managing Public Holidays.
Step 2: Work Profiles
The Work Profile defines the working hours and allowances for a group of Employees. Every Employee must belong to a Work Profile, you may only need one for your organisation or you may need multiple to cater for all eventualities.
Have a look at our Please review our guide on Work Profiles.
Step 3: Teams
Setting up Teams
Setting up Teams is the next logical step in setting up Appogee Leave. Team structure builds your Org Chart, as well as enables leave approval flows and general Team management. Every Employee must belong to a Team, however they can manage a Team and be part of a different Team themselves.
Step 4: Add Employees
There are 3 possible ways to add Employees to Appogee Leave. Manual Registration, CSV Import or by one of our integrations with Google Workspace (G Suite) or Office 365. All of these give you the option to get your Employees into Teams, assigned to Work Profiles and have optional access to Leave.
The manual registration allows you to add Employees using a simple form to add individuals to Divisions (if configured) Teams and work Profiles. You can also set the Employees Job Title, Start Date and Status. You would want to use this option if you only have a handful of Employees to add or ad-hoc new starters.
You can see more information on this here: Manual Employee Registration.
Google Workspace (G Suite) / Microsoft Office 365 Import
If you are integrated with either Google Workspace or Microsoft Office 365 you will have the option to import users from your domain straight into Appogee Leave. The wizard will take you through selecting Employees, Assigning Teams, Setting Work Profiles and Configuring the Log in. Use this option for adding Employees if you are integrated
If you use Google Workspace or Office 365 and are not yet integrated, there is information on setting this up at the bottom of this page.
You can find further information on this here: Importing Employees from Google Workspace / Office 365.
The CSV import enables you to add Employees to Appogee HR in bulk. Use this option if you have a lot of Employees to add at once for set up purposes.
There is further information on the CSV import in this guide:CSV Upload Guide
Step 5: Set up Approvers/Managers
Now that your employees have been added to the system, you can assign which of them are Approvers & Managers.
When you add an approver, they will automatically become a Manager, and you can add further Managers from the Manager tab of the team.
To set up your Approvers & Managers, take a look at the following article: Setting up Approvers
Additional Set Up Options
You may wish to use the Backfill feature within Appogee Leave to import your employees' historic requests. This will allow you to use the system as a single source of truth for the full Leave year, regardless of when you implement the feature.
There are two ways you can use Backfill - manually, or in bulk using a CSV template.
Requests submitted through the Backfill tool will be added to the system as approved, therefore bypassing the approval process. If you would like these requests to be approved in the system, you can add them manually, or ask employees to add them in themselves.
Go to Leave Admin > Backfill.
This will take you to the manual Backfill element of the tool, to use the CSV template, change the option from the top level menu.
Manually adding Backfill:
To manually add Backfill, enter the email address of the user, followed by the dates of the request & reason, then click Create Request.
Repeat this process for all requests for all your employees.
Adding Backfill in bulk:
Download the CSV template and complete it with the employee names, dates of requests & reasons.
Save the template as a CSV file and upload it to the system.
By integrating with Google Workspace you will benefit from Single Sign On for your users (no need for a username and password), the ability to register Employees directly from your domain, integration with your Google Calendar, the ability to set Out of Office messages at the time of making a request and the the option to have Appogee Leave accessible from your Google Workspace Menu.
You can find out how to get integrated with Google Workspace here: Google Workspace Integration.
By integrating with Office 365 you will benefit from Single Sign On for your users (no need for a username and password), the ability to register Employees directly from your domain, integration with your Outlook Calendar and the the option to have Appogee Leave accessible from your Outlook Menu.
You can find out how to get integrated with Office 365 here: Office 365 Integration.
The option to integrate with Xero is available if you are using the Australian, New Zealand or UK versions of Xero Payroll. The integration allows you to sync basic Employee Profile information between Xero and Appogee Leave as well as updating Leave and Sickness requests and allowances.
Information on how to integrate, can be found here: Xero Integration.