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. 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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