1. Setting Weekly Schedules
Set up when employees are supposed to work.
A leave year is a time period within which leave is recorded, and if you have allowances set up (as described here) allowances are reset when a new leave year starts (and if carryover is enabled, any unused allowance up to this limit will be automatically carried over to the new leave year). A leave year can line up with a calendar year, but it doesn’t have to.
This guide tells you how to set the date at which a new leave year starts for your employees. In Hrvey the leave year start date can be set in one of three years:
When configured this way, all employees at an office will start their leave year on the same date. To set the leave year start date for an office, find the office on the Offices page and click ‘Edit’.
A bit down the page you should see a box titled Leave Year with a drop down to select which month the leave year starts. This is the default leave year start date for all employees who work at this office.
When editing an office, in the Leave Year box, it’s also possible to enable an option to let each employee’s leave year start on their job start date. In case an employee does not have their job start date set, then they will instead default to the leave year start date from the office.
Finally it’s possible to explicitly set the leave year start date for an employee, overriding any setting from the office. To do this, go to the profile page of that employee by clicking their name in the Employees list, then click ‘Edit’ at the top right.
To override the leave year from the office and set an leave year start date directly, uncheck ‘Uses default from office’ and then choose a date. As always, don’t forget to click ‘Save’ at the top right when you are done.
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This series guides you through general setup of Hrvey.