The objective of this tutorial is to help you understand how to auto assign a leave type when a new staff is added in your account.
Access from your: Computer
Applies to: Manager
Learn how to auto assign a leave type when a new staff is added in your account.
Things to know before you begin:
- You must have a manager or admin access privileges to auto assign a leave type when a new staff is added in your account.
- Leave module must be enabled under ‘Settings’ module to use its related features.
- Either a leave type must be generated under ‘Setting’ module or you can modify the settings under an existing leave type as well.
Auto Enable Leave Types
Step 1: Click on the ‘Settings’ Module i.e. the gear icon at the top-right > Click 'Leave & Availability' tab from the left-hand side > Check the box next to ‘When adding new staff automatically assign this leave type’ under 'Leave' as shown in Image 1.
Step 2: Either click 'Yes' tab to enable this Leave Type for existing staff or click ‘No, only for future staff’ tab as shown in Image 2.
Step 3: Click 'Save Leave Type' tab to confirm all the changes made as shown in Image 3.
With the auto-enabling option, speed up the process of assigning leave types to both current and future employees.
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