The objective of this tutorial is to help you understand how to auto-assign a leave type when a new staff is added to your account.


Access from your: Computer
Applies to: Manager

Things to know before you begin:

  1. You must have manager or admin access privileges to auto-assign a leave type when a new staff is added to your account.

  2. Leave module must be enabled under the ‘Settings’ module to use its related features.

  3. Either a leave type must be generated under the ‘Setting’ module or you can modify the settings under an existing leave type as well.

Auto Enable Leave Types

Step 1: Go to Settings Module using the gear icon at the top-right > Select Leave & Availability tab from the left-hand side > Check the box next to ‘When adding new staff automatically assign this leave type’ under the leave type you are working on, as shown in Image 1.

Image 1

Note: Once the setting is checked, a yellow banner would appear with the confirmation saying ''Auto-assign rule for new employees changed'', as shown in Image 2.

Image 2

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 3.

Image 3

Once the auto-assign option is enabled, it speeds 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 out to us at support@humanity.com.

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