How to Set Up & Configure Leave Entitlements

How to Set Up & Configure Leave Entitlements

How to Set Up Leave Entitlements

ClickTime is pre-configured with 10 default leave entitlements:

  • Annual Leave (Vacation)
  • Bereavement (Compassionate)
  • Community Service Leave
  • Long Service Leave
  • Other Paid Leave
  • Sick (Personal/Carer's) Leave
  • Time Off In Lieu
  • Unpaid Leave - Leave
  • Unpaid Leave - No Show
  • Unpaid Leave - Sick

You can add or edit these leave entitlements to suit your business needs. To do this, follow these steps:

Navigate to Leave Policies:
    • Go to Settings > Setup Table > Leave Policies.
    • Here, you will see a list of your current leave policies.
                 

Editing a Policy:
    • Click on the policy name (displayed in blue) to open the policy details in a new window or dialog.
    • From here, you can edit the details of the leave entitlement, including:
      • The name of the leave
      • The type of leave
      • Whether the leave entitlement is paid or unpaid
      • Whether the leave entitlement should be visible to team members (i.e., when they apply for leave via the mobile app)
      • If you choose to export the leave entitlement to Payroll, you can enable it here and enter the export code for your Payroll system.
      • Whom to apply the policy to:
        • You can select to apply the leave policy to all staff members.
        • Alternatively, you can choose to apply the policy to specific employment types or a combination of different employment types (e.g., Full-Time & Part-Time employees, or just Full-Time employees).
  1. Leave Applies on Dates:
    • Select the type of days the leave policy will be applied to. You can choose to apply the leave on "Working Days", "Saturday", "Sunday", and "Public Holidays". You can choose to apply it on all these day types or select one or more options.


Notes

Note

If you have a particular leave policy that applies to specific individuals or exceptions (e.g., "Students" or "Holiday Workers"), you can add a new employment type for these individuals and then apply the new leave policy to the new employment type. To create a new employment type, go to Settings > Setup Table > Employment Types and click on New Employment Type.



    • Related Articles

    • How to Allow Staff to Submit their Availability & Leave Requests

      Admin users who have access to the system setting can enable or disable employees from requesting unavailability and submitting leave. To enable and allow your staff to submit their weekly availability and to be able to submit leave requests, go to ...

    • Configuring ClickTime for None Shift Based Companies

      This guide will walk you through setting up ClickTime for managing your staff's attendance when you don't use roster and schedule your staff. Here's what you'll need to do: 1. Add your customers Click Her for more information on how to add and create ...

    • How to set up time attendance notifications & alerts

      WorkTimeManager has a special function to generate accurate and automatic notifications and alerts about each individual employee and the overall workforce. This way, it can be an effective tool for the managers & supervisors to keep track of all ...

    • Getting Started with ClickTime

      System Configuration Configure General Setting Configure time Attendance Add Site & Setup GeoFencing Add Employees & Users Add Admin / Office Users Tips For working With Employee Page Add Employees Create Your Roster Create Your Roster How Shift ...

    • Assign & Reassign Employee to Overtime Templates

      Organization Wide Overtime Templates Overtime Templates in ClickTime consists of Organization Wide and Individual Custom templates. You can choose to use one or both, depending on your business needs. Organization Wide Overtime- Overtime that applies ...