Company settings In Depth
In this article, we will discuss the options available on the Company settings page. These settings are either default values that can be changed on other pages, e.g. Should Team Leaders be the 1st level approver for members of their team or organisation wide settings like enabling Outlook Integration. We will now examine each option and it's associated settings in detail to allow you to configure Company settings correctly.
Your company name
Head office location
Administrators should record their own leave using
Default company time zone
Main contact email address
Configure your own preferred culture
Use your own Logo in LeaveWizard
Leave Year and Types
Our company leave year starts on
This field allows you to enter the day and month of the start of your company leave year. You can also click the calendar icon to open a calendar popup to enter the date. This option sets the default company leave year. The day and month from which each new leave year starts and the user's allowances are reset. LeaveWizard also allows you to set up different leave years for each employee to cater for any exceptions if your company uses different leave years for example because of location.
Our company records holiday in
This setting allows you to select if you record holiday leave in days, hours or both from a drop down box. The system will automatically create the appropriate Holiday leave type depending on the setting. If you choose both it will create two holiday leave types, one for days and one for hours.
Main holiday allowance inclusive of public holidays?
This setting allows you to select if the holiday allowance is inclusive of Public holidays or not. You can select yes or no from the drop down menu.
Normally, Public Holidays are not included in the allowance and therefore not deducted from the user's allowance. But, some companies prefer to include Public holidays in the holiday allowance and then the public holidays will be deducted from the user's allowance.
Changing this setting to 'Yes' will change 'Include in the allowance of' to 'Holiday' for the Public Holiday leave type and to 'None' if set to 'No'.
Preferred leave year date format (2015 or 2014-15)
Depending on when your leave year starts or just for personal preference, you can select if leave years are show as a single year, i.e. 2015 or as a range of years, i.e 2014 - 2015 on the system. If your leave year starts on 1st January and therefore matches the calendar year then a single year is the best option. If however, your leave year starts mid year then it will span two calendar years and is probably best represented by a range. This setting allows you to select either 'Single' or 'Range' from a drop down menu.
Configure the leave types used in your company
For your convenience you can click the 'Go to manage leave types' link here which will take you to the 'Event Types and Allowances' page.
Users can only see their leave or members of their work group/custom groups
This setting allows you to control the visibility of user's leave between users. Normally, it is set to 'Yes' in which case a user will be restricted to only seeing the leave of members of their own workgroup. If your company wants all users to see other user's leave then 'No' can be selected to allow this. You can also setup custom groups or leave visibility groups to allow users to see leave for users in different workgroups when you have the restriction in place.
Users can only see their own leave or leave for those they directly approve
This setting allows you to control the visibility of user's leave between users still further. Some companies prefer to restrict visibility of leave as much as possible. If this option is selected then a user is restricted from seeing anyone's leave except their own and those for whom they approve leave.
Larger companies may consider using the same type of restriction but per workgroup which can be set on the Organisation and Employees page. Although, the recommended way to restrict the number of people who can be on leave at the same time is to use Restricted periods which allows greater flexibility and transparency.
For your convenience you can click the 'Go to manage restricted periods' link here which will take you to the 'Event Restriction Periods' page.
Want to create a new event type?
Do you want to record overtime or TOIL for your employees?
This setting lets you enable or disable overtime and TOIL functionality for the company. Once it is enabled, overtime requests can be made and optionally they can be converted to TOIL requests. In order to allow TOIL requests rather than overtime requests, the 'Enable Time Off in Lieu' setting must be ticked in the event type being requested. See Event types in depth for more information. Also see 'The following event types are enabled for TOIL:' setting below which displays the current settings for all event types and can also be used to set 'Enable Time Off in Lieu' for each event type.
Who should receive overtime requests for approval?
Do you want to record the pay rate associated with the overtime?
Can employees record overtime in days?
Can employees record overtime in hours?
The following event types are enabled for TOIL:
Want to create a new event type to record TOIL?
This setting lets you choose if users can change their email notification options or not. When set to 'No' all users will receive emails from LeaveWizard when their requests are approved or rejected or if requests are made on their behalf, etc. If set to 'Yes', users can choose if they want to receive these notifications or not. In their My settings, preferences section they can choose and if they want these emails and if they would also like emails sent when they request leave and overtime.