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Time Off & HolidaysTime Off Types

Time Off Types

A time off type (also called a leave type in the UI) is a named category of leave, for example “Annual Leave”, “Sick Leave”, “Maternity”. Each type has its own rules: paid or unpaid, whether approval is needed, how many days per year, how many days carry over, how much notice is required. You set these up once and then choose from them when recording leave for a specific member.

Getting there

Click Time Off & Holidays in the sidebar, then click the Leave Types tab.

What you’ll see

  • A grid listing every leave type with: Name, Code (badge), Paid (green “Paid” / red “Unpaid”), Requires Approval (amber “Approval Required” / green “Auto Approved”), Max Days/Year (“Unlimited” if blank), Carry Over, Min Notice, Status (Active / Inactive), and Actions (edit, delete).
  • An Add Leave Type button in the top right.

Common tasks

Add a new leave type

  1. Click Add Leave Type.
  2. Fill in the dialog:
    • Leave Type Name (required): e.g. “Annual Leave”
    • Code (required, max 20 characters, auto-uppercased): e.g. “ANNUAL”
    • Paid Leave checkbox (default: ticked)
    • Requires Approval checkbox (default: ticked)
    • Max Days Per Year: leave blank for unlimited
    • Carry Over Days: how many unused days roll into next year
    • Min Notice Days: how many days in advance a request must be made
    • Active checkbox (default: ticked): inactive types stay in history but can’t be picked for new requests
  3. Click Save.

Edit an existing leave type

Click the pencil icon in the Actions column. Make your changes and Save. The new rules apply to future records; existing leave entries keep the values they were saved with.

Deactivate a leave type without deleting it

Edit the type and uncheck Active. The badge in the grid turns red. Existing records are untouched and the type no longer appears in dropdowns.

Delete a leave type

Click the trash icon. Confirm in the dialog.

Note: Delete only succeeds when nothing references the type. If any leave records use it, the service rejects the delete with an error notification. Deactivate instead if you want to retire it.

Tips

  • The Code field is auto-uppercased on save: type in any case, it’ll be normalised.
  • Leaving Max Days Per Year blank means unlimited days for that type: useful for “Unpaid Leave” or “Compassionate Leave” where you don’t want a hard cap.
  • Carry Over Days doesn’t itself reset balances: it tells your downstream reporting how many unused days transfer to the next year.

Note: Adding, saving, and deleting all require an active subscription.

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