Leave Setup

Permission: Company Management > Leave Setup

ClockIt manages leaves in units of hours. 

Note: We are currently updating the system to support days also.

To setup leaves for your company follow these steps. 

  1. Goto Company > Leave Setup. 
  2. Remember you can manage leaves in hours or in days. These settings can be found under Profile > Company Settings. 
  3. You will also need to specify the leave period here. The leave period helps do define the validity of the leaves. 
  4. ClockIt keeps leaves site specific. This means that offices in Dubai can have a different set of leaves as compared to offices in London. 
  5. Click on Add New to add a new leave type.
  6. You can add as many leave types as you want into ClockIt. The idea is to assign the leave types correctly for the user. Hence it is important to Manage Groups carefully.
  7. Fill out the details such as Leave Type, Short Name or Leave Code, Description for reference, Total number of hours/days available. 
  8. Next you will need to specify the weights for each day. For example if a person takes a leave on Monday how much should get deducted from his balance. If you specify 1 against Monday then this means that 1 day/hour will be deducted from his/her leave balance.
  9. ClockIt will not allow the user to apply for a leave if he or she does not have sufficient leave balance. 
  10. After creating a leave you must assign which groups have access to this leave type. 
  11. It is not mandatory that all leave types are available to all users of ClockIt. 
  12. To select the groups, click on the leave type and let the groups box populate the groups that you have created under Company > Manage Groups.
  13. You can select groups by ticking them. These groups will have access to this leave type.
  14. If no groups are selected then this leave type will not be available to that user. Worse case is that no leaves are set for the user in which case the user is going to see an empty box while trying to apply for a leave.