Objective    

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.

Overview

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:

  1. You must have a manager or admin access privileges to auto assign a leave type when a new staff is added in your account.
  2. Leave module must be enabled under ‘Settings’ module to use its related features.
  3. 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 ‘Settings’ Module i.e. the gear icon at the top right as shown in Image 1.

Step 2: Click 'Leave & Availability' tab from the left-hand side as shown in Image 2.

Step 3: Check the box next to ‘When adding new staff automatically assign this leave type’ under 'Leave Type' as shown in Image 3.

Step 4: Either click 'Yes' tab to enable this Leave Type for existing staff or click ‘No, only for future staff’ tab as shown in Image 4.

With the auto-enabling option, speed up the process of assigning leave types to both current and future employees.

If you have any further queries, please don't hesitate to reach us at support@humanity.com. Happy Scheduling!

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