Setting up holidays and leave restrictions

Three administrator screens under Leave describe the calendar your organisation works to: Holidays, Company Leaves and Restrict Leaves. This page shows what each screen lists and what its create form asks for.

Before you begin

• These screens are for an administrator such as an HR Head. Holidays is also listed for people who can only see their own leave (see Approving and rejecting leave).
• Company Leaves and Restrict Leaves sit under the More menu at the right of the Leave tabs.
• Holidays, company leaves and restrictions are shared by the whole organisation. Check a change before you save it.

Holidays

1. Select Leave, then Holidays.
2. The heading shows how many holidays exist. Each row has a Name, Start Date, End Date and Recurring (Yes or No), and Edit and Delete buttons.

To add one:

1. Select + Create Holiday.
2. Enter a Name and a Start Date. End Date is optional. Tick Recurring if it applies again, and check the Company.
3. Select Create Holiday.

What you should see. The list reloads with a message, "New holiday created successfully", and the new holiday appears in the list. Delete asks you to confirm ("Delete this holiday?"); after you confirm, the list shows a message that the holiday was deleted and the row is gone.

Company Leaves

Company Leaves lists rules made of a Week and a Day. A workspace can show, for example, "Every week" with Saturday and with Sunday. A filter above the list offers All based On Weeks and First Week to Fifth Week.

+ Create Company Leave opens a form with Based on Week (Not set, or First Week to Fifth Week), Based on Week Day (Monday to Sunday, required) and Company.

Restrict Leaves

Restrict Leaves lists restricted days with a Title, Start Date, End Date, Department and Applies to All. A workspace with none shows "No restricted days yet".

+ Create Restricted Day opens a form with:

• Title, Start Date and End Date (all required).
• Department (required), and an optional Job Position. A note under it says that if no job positions are selected, all job positions under the department are considered.
• Include All, to select all leave types, or Specific Leave Types, to choose the types to restrict.
• Exclude Leave Types, to choose types to leave out of the restriction.
• Description (required) and Company.

Not confirmed

• How a holiday, a company leave or a restricted day changes what an employee sees or can do when applying for leave, or how it affects leave balances and attendance, was not tried.
• Creating, saving or deleting a company leave or a restricted day was not tried. Their forms were opened and left unsubmitted.
• Edit on an existing holiday was not used, and the effect of ticking Recurring on later years was not checked.