Setting Up and Customising Leave Entitlements in ClickTime Australia

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.