The objective of this tutorial is to show you how to create, edit, & delete leave types for your staff.
Access from your: Computer
Applies to: Managers
Humanity allows you to create, edit, & delete different leave types for your staff. You can also customize each leave type generated.
Things to know before you begin:
You must have a manager/admin access privileges in Humanity to create, edit or delete leave types.
The scenario outlined in this tutorial consists of the following building blocks:
- Create New Leave Type
- Edit Leave Type
- Delete Leave Type
Create New Leave Type
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: Click the arrow icon as shown in Image 3.
Step 4: Click ‘New Leave Type' as shown in Image 4.
Step 5: Click on the box to add the name of the leave type & a fitting description as shown in Image 5.
Step 6: Select and add the information next to all the available options to customize the leave type as shown in Image 6.
Note: Options under Leave Type while generating a leave type are:
- Either select Full and Partial Day Requests or Full Day Requests Only
- Add max number of days for leave type
- Limit maximum number of staff that can be booked at once
- Leaves must be booked X days in Advance
- When adding new staff automatically assign this leave type
Step 7: Click 'Save Leave Type' tab as shown in Image 7.
Edit Leave Type
Step 1: Click ‘Settings’ Module i.e. the gear icon at the top right as shown in Image 8.
Step 2: Click 'Leave & Availability' tab from the left-hand side as shown in Image 9.
Step 3: Click on any detail you desire to modify under each leave type, edit it and click 'OK' as shown in Image 10.
Note: All changes are made instantly.
Delete Leave Type
Step 1: Click ‘Settings’ Module i.e. the gear icon at the top right as shown in Image 11.
Step 2: Click 'Leave & Availability' tab from the left-hand side as shown in Image 12.
Step 3: Click 'Delete this Leave type' tab as shown in Image 13.
Step 4: Click ‘OK' to complete the process as shown in Image 14.
You will see a pop-up message confirming that the leave type has been removed as shown in Image 15.
If you have any further queries, please don't hesitate to reach us at firstname.lastname@example.org. Happy Scheduling!