Setting up LeaveWizard – Basic settings

Setting up LeaveWizard – Basic settings


The Settings page in LeaveWizard allows you to define the essential behaviour of the system. Most of these preferences can remain unchanged and you will still have a very flexible system in your hands however if you wish to understand in-depth how LeaveWizard works we recommend reading further.



We will go through each section on the page to provide a details explanation of what they mean.

Company Details

This section allows you to set up the very basic details of your company like name, email address, main location and preferred culture. There's also some useful links to related settings in this section.

Leave Year and Types


This is where you specify the company default leave year and some further settings about date format and type of holiday and public holiday allowance.

Restrictions


This section allows you to specify visibility restrictions, leave types restriction and company wide number of people off at the same time. The last setting can also be set per work group and custom groups.

Approvals


In this section you can specify approver rules and set up Administrator notification for the various event types.

Overtime


Here you can set up everything you need to get started with recording and approving Overtime in your organisation.

Notifications

This is where you can configure the overall setting for notifications, including allowance reports by email and approval reminders.

Outlook Integration

This section allows you to set up iCal integration, typically with applications like Outlook or Google Calendar.

Bradford Factor


Here you can enable Bradford factor calculations and specify a start date for them. The results are then visible on the Organisation and User's page.

Room Booking

Allows you to enable the room booking functionality. Once enabled it will be available from the Utilities menu.

Company Lists


This section provides some useful links to lists like All Employees, All Locations and All workgroups which are represented in different forms on the Organisation and Users page.

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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