1. Leave Types
Custom leave types and allowances
This guide tells you how to set up custom leave types and allowances.
If you want to allow your employees to book other types of leave than the built-in ones, go to the Leave Types page to create new ones or edit existing ones (by clicking the little pencil icon next to them). You can set any name you like, and choose a color - this is the color that will be used for the leave type in the calendar on the dashboard. Once you’ve saved the leave type, it will be available to select for employees when booking time off.
It is further possible to set it up a leave type to have an associated allowance that it is subtracted from (note that this is a Premium feature - on the free tier, only the ‘just track’ option is available).
The leave type can either use an allowance of its own, or share the allowance from another leave type (for example all the other leave types could be set to use a shared allowance from the PTO leave type).
It is also possible to set a maximum number of unused allowance days that can be carried over to the allowance for the next leave year - this is done automatically when the leave year ends. You can also disable carry-over by setting this to 0.
Once a leave type has been set to use an allowance, edit the office to set the default amount of allowance available to the employees that work there - this article has a guide how to do this.
To set up leave types for tracking of overtime and compensatory leave, see this article
If you have any further questions, feel free to write us at firstname.lastname@example.org
If you don’t already have an account you can learn more and sign up for free at hrvey.com
This series guides you through configuration of allowances in Hrvey