Setting the company and user leave year

Setting the company and user leave year


In LeaveWizard the company leave year does not have to be the same as the calendar year and run from 1st January to 31st December although this is the initial setting. An Administrator in your company can change the company leave year which will be used as the default leave year for all users unless specifically overridden for a user. This can be done on the 'Company Details' page (see Company Settings In Depth).
  • Select 'Company Settings' from 'SETTINGS' on the main menu
  • Navigate to the 'Leave Year and Types' section
  • Enter the day and month into the 'Our company leave year starts on' field. You can enter it directly into the DD/MM box or click the calendar icon to open a calendar popup to enter the date




If the default leave year needs to be overridden for a specific user this can be done on their 'Employee Details' page by the Administrator.

  • From the 'Dashboard' type the name of the user into the 'Search employee' box on the main sub menu. If you are still using the 'Classic' Dashboard then you will also need to select 'Employee Details' from the 'Manage' drop down box next to the 'Search employee' box to go to the 'Employee Details' page
  • Navigate to the 'Allowances' section
  • Enter the day, month and year into the 'Allowance Resets On' field. You can enter it directly into the DD/MM/YYYY box or click the calendar icon to open a calendar popup to enter the date
  • Click 'Submit' to save the changes
Please note that the year entered into the field is not used and only the day and month is used to define the leave year. The default company leave year is also shown below the field entry box. In this example, the company leave year is set to 1st January (01/01) but for this user it has been overridden to be 1st April (01/04).





In the 'My Allowance' section of the Employee 'Dashboard' the data shown is for their leave year. So, in this example the user will see 'Allowance and leave from 01.04.2019 to 31.03.2020' displayed in that section to let them know that their leave year runs from 1st April.




General

  1. Setting up hours based leave for part-time workers
  2. Resetting your password
  3. Verifying status of a leave request
  4. The Line Manager Dashboard
  5. Restrictions Part 1
  6. Restrictions Part 2
  7. Custom Groups
  8. Work (Shift) patterns
  9. Setting up LeaveWizard–Summary
  10. Setting up LeaveWizard – Public Holidays
  11. Setting up LeaveWizard – Approvers
  12. Setting up LeaveWizard – Event types and Allowances
  13. Organization And Employees
  14. Setting up LeaveWizard – Basic settings
  15. Monthly Allowance Report Emails
  16. Recording leave in hours
  17. Location specific Public Holidays
  18. Showing and hiding allowances and leave details
  19. Carry overs explained
  20. Allowing events to be recorded on non-working days
  21. Allowing events to be requested in the past
  22. How to allow or disallow users editing requested events
  23. Setting the company and user leave year
  24. The Bradford Factor
  25. Overtime and Time Off in Lieu
  26. How is my billing information processed?
  27. Subscribing to a paid plan
  28. How can I view my account details
  29. How to manage room bookings
  30. How to share your company calendar
  31. Outlook and Google Calendar Integration
  32. Specifying someone to cover leave
  33. Alternative Work Patterns
  34. My Settings
  35. Cancelling leave
  36. I want to book a period of leave that incorporates a bank holiday. How do I stop this day from being deducted from my holiday allowance?
  37. Recording absence
  38. Base Leave Types
  39. Changing your password with LeaveWizard
  40. Approving or Rejecting Leave
  41. Leave Charts and Calendars
  42. Requesting leave
  43. Configuring allowances
  44. Adding New Users
  45. Tracking appointments in LeaveWizard
  46. How does LeaveWizard Calculate Holiday Entitlement
  47. How to include bank holidays in the holiday allowance, then book these as a bulk booking for all the company
  48. Mandating leave requests in advance
  49. My line managers aren't approving leave requests, what should I do?

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