Set up leave types, balances and overtime types
Employees can choose a leave type and an overtime type, and their leave balance is tracked.
Before you start
- Access to manage HR time off and overtime.
- Approval routes for Time off and Overtime. Unlike purchases and claims, they have no fallback route, see the tutorial Set up approval routes.
Steps
Step 1: Open Time & Attendance
In the sidebar, choose HR, then Time & Attendance. The page has the Requests, Attendance, Overtime, Balances, Policies and Ledger tabs.
Screenshot coming soon
The Time & attendance page with its tabs.
Step 2: Add a leave type
On the Policies tab, click New policy. In Manage leave types, fill in the Leave type name, for example Annual leave. Tick Unpaid leave if it is deducted from payroll. For a balance that grows by itself, turn on Automatic accrual. Click Add.
Screenshot coming soon
The Manage leave types window with name, unpaid leave and automatic accrual.
Step 3: Fill in the employee's leave balance
On the Balances tab, click the pencil on the employee. In Leave setup, choose the Leave type and fill in Total, Used and Renew date. Click Add row for another type, then Save.
Screenshot coming soon
The employee's Leave setup window with leave type, total, used and renew date.
Step 4: Add an overtime type
On the Overtime tab, click Overtime types, then Add overtime type. Fill in the Type name, for example Workday overtime, and the Description, then click Create type.
Screenshot coming soon
The add overtime type window with type name and description.
When you are done
- Employees can request time off from the existing types, with their balance shown.
- Every balance change is logged in the Ledger tab.
- Overtime types are only names. The overtime amount is calculated when the overtime is approved.
Common problems
Employees see No leave types configured
There is no leave type yet. Add one in the Policies tab.
An employee can't request unpaid leave
Every leave type, unpaid ones included, needs a balance row for that employee in the Balances tab.
Something still unclear?
Ask us on WhatsApp. The Finday team replies during office hours and can walk you through it in your own account.