Assigning staff members to a leave type from the leave module

When you have set up your leave types, you can assign staff members to the leave type so that they can select it when requesting time off. You can also set an opening balance to reflect any allowance the staff member currently have remaining for that leave type.

Note: Staff members can also be assigned through the staff details page.

To assign a staff member to a leave type, go into your back office & select Staff rotas > Leave.

From the Leave module, click the blue Leave types button.

Select the leave type, you require to assign staff members to, by clicking on the blue Edit button at the end of the leave type row.

When in the edit screen for the chosen leave type, select the Staff tab from the top of the screen.

Note: Any currently assigned staff members will be displayed in the staff table.

Click the blue Add a member of staff button.

Inside the dropdown box you can select to assign:

• A specific staff member
• All salaried staff members
• All hourly paid staff members

Note: Multiple staff can be selected at once by clicking on each staff member or pressing enter.

Then click the blue tick at the end of the row. The staff members will be assigned to the leave type in alphabetical order.

In the Opening balance field, enter the number of hours each staff member currently has for this leave type. See the examples below to help with setting the opening balance.

• Example 1 - for a new joiner on a fixed accrual leave type, enter the pro rata balance for the remainder of the holiday year.
• Example 2 - for a new joiner on an hourly accrual leave type, leave the opening balance as zero as they won't yet have accrued any leave.
• Example 3 - If you are moving over from a different holiday tracking system, opening balances should reflect the staff members current balances on the system you are moving from.

Then click the blue tick at the end of the row to add the opening balance to the staff member.

Your staff member(s) will now be added to the leave type & the staff list will update.

Click the blue Save button, to save your changes.

If you need to remove a staff member from a leave type, click the red bin icon at the end of the staff member's row.

The removal prompt will display, click the blue Yes button to confirm.