Setting up LeaveWizard–Summary

Setting up LeaveWizard–Summary


Summary setup page is the final page of setting up LeaveWizard.

You can also watch a video explaining the Summary page here.

Outside the setup pages LeaveWizard has many more powerful options that can be configured and so the summary page lists a number of the advanced features you can use. We will briefly explain each one and provide a link to a more detailed help article.
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Work patterns or shifts allow you to set up repeatable patterns to represent what days and times employees work. A typical work pattern would be a total of seven days with the first 5 being working days (9-5) and the last 2 non-working days and it would normally start on a Monday. With over 20% of the UK employees working part time however it is important to be able to configure flexible shift patterns.
Leave restrictions allow you to set-up rules or limits that ensure you have key people available to meet the needs of your business. For example you may wish to make sure that there is always someone in the office from a key team (for example customer support) or perhaps you need to ensure that one of the two directors is always available.
Restricted periods allow you to configure time periods when leave cannot be booked. Good example for these might be certain times during the year when business activity is at its peak and you require everyone to be working. For example an organisation might require all of their employees to be available over Christmas when there’s usually an increased demand for its services.
Restricting leave type visibility might be useful when you want to restrict what leave employees can book. For example you may have a special leave type of training for certain employees who attend regular courses or college. In this case you would only allow these employees to book the training leave type while the rest of your staff would not see the option at all. .
Leave visibility is a way of restricting who can see what leave. You may want to set up such restriction due to confidentiality or other company reasons or if the employee requests. Good example would be gardening leave or compassionate leave
LeaveWizard also has a simple room booking functionality. If you use meeting rooms and don’t need an expensive sophisticated system to book them you can use the built in feature which is easy to use, synchronized with Outlook and comes integrated with your leave system.

General

  1. Setting up hours based leave for part-time workers
  2. Resetting your password
  3. Verifying status of a leave request
  4. The Administrator Dashboard
  5. The Line Manager Dashboard
  6. Reports
  7. Manage Leave Restrictions
  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. Setting up LeaveWizard – Organisation and users
  14. Setting up LeaveWizard – Basic settings
  15. Monthly Allowance Reports
  16. Restrict who can request specific leave types
  17. Recording leave in hours
  18. Location specific Public Holidays
  19. Showing and hiding allowances and leave details
  20. Carry overs explained
  21. Allowing events to be recorded on non-working days
  22. Allowing events to be requested in the past
  23. How to allow or disallow users editing requested events
  24. Setting your default company leave year
  25. LeaveRestriction user groups
  26. The Bradford Factor
  27. Overtime and Time Off in Lieu
  28. Leave Visibility and Leave Type Visibility groups
  29. How is my billing information processed?
  30. Subscribing to a paid plan
  31. How can I view my account details
  32. How to manage room bookings
  33. How to share your company calendar
  34. Outlook and Google Calendar Integration
  35. Specifying someone to cover leave
  36. Alternative Work Patterns
  37. My Settings
  38. Cancelling leave
  39. 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?
  40. Recording absence
  41. Base Leave Types
  42. Changing your password with LeaveWizard
  43. Approving or Rejecting Leave
  44. Leave Charts and Calendars
  45. Requesting leave
  46. Configuring allowances
  47. Performing a bulk upload
  48. Tracking appointments in LeaveWizard
  49. How does LeaveWizard Calculate Holiday Entitlement
  50. How to include bank holidays in the holiday allowance, then book these as a bulk booking for all the company
  51. Mandating leave requests in advance
  52. My line managers aren't approving leave requests, what should I do?

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