In order for users in your organization to be able to submit leave requests, you must first create leave policies.
Starting from the Home Page, navigate to System, then Module Settings.
Under the Display section, make sure the Leave box is selected. Under the General section, make sure the Apply Leave box is selected, and optionally the Leave Balance widget if you want users to see their leave balance directly from their home page summary.
Now, continuing from the Home page of the Module Settings menu, select the Leave page.
From the Leave page, select New Policy.
You will be prompted to name your leave policy. Type in a name and click Create.
You will see your new leave policy appear in the policy list. Click on the three dots on the right side and select “edit” to configure it.
You will be presented with the options for the leave policy.
Under the General section, the Employment Type section allows you to select which types of employment this leave policy will apply to.
The Effective From dropdown is appropriate for policy changes that may take effect later, the next year for example. Select Current Date if this is meant to reflect your current policy.
The Leave date can be changed before approval option allows the approving party to edit the leave request before approving it without action on the leave request submitter’s end.
The Allow leave without pay if accrued balance is 0 option allows for users to freely request days off without leave balance as UTO.
Under the Leave Request Calendar section, the Show leave application date from other users in the same team option allows the user submitting a leave request to ensure they are not taking leave at a time that would leave their team understaffed by seeing the requests by other team members. Deselect this if team understaffing is not an issue or you wish leave requests to be private.
Under Notifications, Notify users with the following role(s) when a request is made allows you to select the roles that are notified when a leave request is submitted.
Under the Leaves & Accrual section, you can toggle which types of leave are enabled in this policy with the switches on the left side. To add a type not listed here, select New Leave Type.
Click the pencil on the right to enter a sub-menu to edit a leave type.
Once you have made your selections, select the Save and Activate button at the bottom of the form to edit this leave policy and set it as active. Click Save as Draft to save it without activating it.