In this article:
Step 5: Set up Approval Flows & 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.
To set these up, go to Leave > Admin & Config > Leave Types or Sickness Types.
Have a look at the support article on Configuring Leave & Sickness Types.
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.
To set these up, go to Leave > Admin & Config > Public Holidays.
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 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.
Work Profiles can be assigned upon the additional of new employees and you can have different Work Profiles for different members within a team.
Work Profiles are used to help set up the general working and Leave details of the employee such as the Leave amounts, working hours, rota and accruals.
Set these up under Leave > Admin & Config > Work Profiles > Create.
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. This is where you will set up your Approval Flows for Leave & Sickness.
Every Employee must belong to a Team, however, they can manage a Team and be part of a different Team themselves.
You can have multiple managers within a team.
Teams are set up under the Organization option in the menu.
Take a look at Creating & Editing Teams, Configuring your Org Chart and Deleting users & teams for more information.
It is recommended at this point to only create the Teams to set the structure - employees will not be added to the system yet so you will be unable to add members and managers until the next step.
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.
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 Approval Flows & Team Managers
Now that your employees have been added to the system, you can assign which of them are Approvers & Managers.
Approvals are set up within Approval Flows - you can create as many different Approval Flows as necessary, Approval Flows can be assigned to Teams or Employees.
To create your Approval Flows go to Leave > Admin & Config > Approval Flows.
Once you've set up your Approval Flows, you can assign these to your Teams or employees.
To do this, go to Organization > Teams.
Select a Team and then go to Leave, Approvals & Calendar > Approval Flows. Select the Approval Flow from the list and optionally click to override the Approval Flow for certain individuals.
Next, you'll need to assign Team Managers. These could be the same as your approvers, or you could select different Managers. From the Team page, go to the Managers tab and add the managers.
Approval Flows could also be assigned per employee. To do this, go to Organization > Employees.
Select an Employee then go to the Approval Flows tab.
You can override an individual's Approval Flow from here if they report to someone that is different to the rest of their Team.
For more information on approval flows, take a look at the following article: Setting up Approvers.
Step 6: Time Configuration
Assign Roles in Time by going to Roles & Access > Project Management.
The Project Admin role will be assigned to the user who set up the account. Additional Project Admins and Project Managers can be added on the Roles & Access page. For a detailed overview of the Roles and what they mean, take a look at the following article: Time: Roles & Access.
Users with the Project Admin role will be able to create Customers, Projects & Tasks.
Go to Time > Config to set these up.
For more information about Projects, Customers & Tasks, take a look at the following article: Customers, Projects & Tasks.
If you'd like to track the Costings/Billings & Actuals of a Project, you may wish to set up Project Roles. This will determine how much your employees are billed for, how much they cost and gives you an understanding of the total Project Actuals.
For more information and how to set up Project Roles, take a look at the following article: Project Roles