Setting up LeaveWizard – Event types and Allowances

Setting up LeaveWizard – Event types and Allowances


The Leave types and Allowances page allows you to configure leave types and employees' allowances for the allowanced leave types.

You can also watch a video demonstrating the functionality on the Leave types and Allowances page.

Your system comes pre-configured with at least one Holiday leave type and a Sickness absence type. You can add more leave or absence types by clicking the New Leave Type button. You are also able to edit an existing leave type.  We find that for most organisations having one holiday leave type and one sickness absence type is sufficient.


On the leave types and allowances page you can filter the list of allowances by leave type by clicking on the leave type name in the tree on the right; workgroup, leave year and employee name using the drop boxes at the top of the allowances table.

This is the page you can use to edit allowances either row by row – by clicking the pencil icon in the left most column of a row in the allowances table or multiple rows at once by clicking the Edit All Allowances button. When you edit an allowance you will notice that you can also select an Employed On date for each employee. This date will be used to calculate entitlement for new joiners in their first year.

You are also able to specify a Carry Over value per allowance which can be used to carry over units of allowance (days or hours) to the next leave year and a Carried Over value which indicates what if anything has been carried over from the previous year. You can also trigger Carry Overs from this page by clicking the Run Carry Overs button. 

And finally on this page you can export the allowances table into a CSV format which you can use with MS Excel, Google Docs or other spread sheet software and you can “Reset to defaults” which will erase all custom allowance values for the selected leave type and will use the leave type default allowance value as the allowance for employees.

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. Event types in depth
  11. Setting up LeaveWizard – Public Holidays
  12. Setting up LeaveWizard – Approvers
  13. Setting up LeaveWizard – Event types and Allowances
  14. Setting up LeaveWizard – Organisation and users
  15. Setting up LeaveWizard – Basic settings
  16. Monthly Allowance Reports
  17. Restrict who can request specific leave types
  18. Recording leave in hours
  19. Location specific Public Holidays
  20. Showing and hiding allowances and leave details
  21. Carry overs explained
  22. Allowing events to be recorded on non-working days
  23. Allowing events to be requested in the past
  24. How to allow or disallow users editing requested events
  25. Setting your default company leave year
  26. LeaveRestriction user groups
  27. The Bradford Factor
  28. Overtime and Time Off in Lieu
  29. Leave Visibility and Leave Type Visibility groups
  30. How is my billing information processed?
  31. Subscribing to a paid plan
  32. How can I view my account details
  33. How to manage room bookings
  34. How to share your company calendar
  35. Outlook and Google Calendar Integration
  36. Specifying someone to cover leave
  37. Alternative Work Patterns
  38. My Settings
  39. Cancelling leave
  40. 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?
  41. Recording absence
  42. Base Leave Types
  43. Changing your password with LeaveWizard
  44. Approving or Rejecting Leave
  45. Leave Charts and Calendars
  46. Requesting leave
  47. Configuring allowances
  48. Performing a bulk upload
  49. Tracking appointments in LeaveWizard
  50. How does LeaveWizard Calculate Holiday Entitlement
  51. How to include bank holidays in the holiday allowance, then book these as a bulk booking for all the company
  52. Mandating leave requests in advance

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