Subscribing to a paid plan

Subscribing to a paid plan

This article is intended to walk you through the process of subscribing to a paid for plan withinLeaveWizard. In order to manage your account details you will need to be logged on as an administrator.
Navigate to the “Subscription Details” available in the Administration menu accessible from your dashboard - at the top. Once on the account details page follow the steps below.

Select the “Confirm” option which will take you to the the change plan wizard that will walk you through the steps necessary to confirm the currently selected plan.
Choosing your plan
The select plan page of the wizard gives you details of the plan you are currently on including the plan name, cost of the plan, the number of users supported by the plan and the number of active users you have in the system.
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Your selected plan will be highlighted in blue with the word “Confirm”, you will notice the list contains other available plans. An upgrade or downgrade does not constitute any loss in functionality provided by LeaveWizard but allows more or less users to use the system. If you are happy with the plan that has been pre-selected simply click the “Confirm” link and you will be taken to the next stage of the wizard.
If you want to downgrade your plan because you have less employees than the selected plan provides, simply click the “Downgrade” link. Please note that you will not be able to downgrade to any plan if you have more active employees than the plan supports. If this is the case, simply de-activate an employee by following these instructions. Alternatively if your active user requirements have increased simply select the “Upgrade” link.
If for any reason the details of a plan are not correct or you have any questions please do not hesitate to contact us at support@leavewizard.com.
Entering billing information
The next step is to supply your billing information. The personal information section will be pre-populated with the details you provided when signing up to LeaveWizard but this should be the first and last name of the card holder that will be paying for the services.
The email address supplied will be used to keep you informed of any payments, refunds, cancellation, changes to your plan or changes to your billing information so it is important that this email address is valid. This email address can be different from your login information and will not change the way you login into LeaveWizard.
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After entering your personal information you will need to select the credit card that you want to use. Enter the relevant credit card details into the payment method section.
Finally you will need to enter the correct billing address for the specified credit card and click the next button.
Change Plan Summary
The final step in the change plan wizard is a summary of you plan options, you should review the information shown. Once you are happy to continue, simply click the “Finish” button and your change plan request will be processed.
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You will then receive an email confirmation containing the change of plan details for your records.

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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