Configuring allowances

Configuring allowances

LeaveWizard allows you to configure leave allowances for specific employees including the number of days to carry over from this years allowance and the number of days carried over from last year’s allowance.

How do I specify an allowance?

First you need to be logged in as an administrator user. Then please follow these steps:

  1. From the main dashboard click the “Administration” link, this will take you to the main administration console.
  2. Next, click the “Event type and Allowances” link which will take you to a page which displays all of the currently configured allowances.
  3. Here you will be able to view a list of employees and their leave allowance for particular leave event types. To edit and employee’s allowance simply click the “Pencil” icon highlighted in red in the screen shot below, this will put the allowance into edit mode and will allow you set up the user’s allowance your selected leave year.

     
    Once you are happy with the allowance you have configured simply click the “tick” icon or if you wish to cancel click the “cross” icon (highlighted in blue).

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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