Leave Setup Overview

There are four steps that must be completed before you can set up leave for an individual employee. Note: This topic refers to the leave system in use prior to the November 2018 release. For information on setting up the new Leave module, click here.

  1. Enter leave groups in Human Resources Configuration on the Employee Groups tab.

  2. Set the Define Leave Types by Employee Group value to Yes in Payroll Configuration on the General tab.

  3. In Payroll Configuration on the Leave Types tab, define leave types, add employee groups to the leave types, and enable the leave types.

  4. Assign employees to leave groups in Manage Employees. If an employee isn't assigned to a leave group, you won't see any leave types in Employee Payroll Information > Leave Distribution when you try to setup leave for the employee.

Once all four steps are completed, you can set up leave for an individual employee.

 

Return to Employee Payroll Information Overview