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Leave + Time: Set up Guide

Applicable packages Leave Time HR Essentials HR Success


Required Roles Team Manager HR Manager Administrator ADU Manager



In this article:

Step 1: Configuration

Step 2: Create Teams

Step 3: Work Profiles

Step 4: Add Users

Step 5: Assign Managers


Leave + Time is a configurable solution, so you can make it fit with your business requirements and organisation structure. Below are our top tips for getting your account set up. They have been split into 5 key stages and can be done in any order, however it's a really good idea to get everything set up before you add your employees.



Step 1: Configuration


Leave and Sickness Types


You can configure which types of Leave & Sickness employees request by setting up Leave & 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




Public Holidays


You can configure public holidays which will be marked as non-working days in the calendar.


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.




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Step 2: Work Profiles



The Work Profile defines the working hours and allowances for a group of Employees as well as their working hours for timesheets. 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 4: Add Employees


There are 4 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. 


Manual Registration

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.



CSV Import


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: Assign Managers


After you have added your employees, you can then set up the managers within each of your teams. This is also where you set up the approval flows for Leave. 


To do this, go to Organisation > Teams.


Open a team and go through each tab setting up the different elements of Leave & Time. 


For more information on approval flows, take a look at the following article: Setting up Approvers.

 


On the Time Options tab of each team, you can set up access to the three elements of time using the tick boxes. 


Configure these in the way you wish - different teams can have different access. 



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