Step 4 - Setup Leave Programs

You can have many Leave Programs. Generally, a company will have one, two or three. In this step, we are going to configure each desired Leave Type within the program. Each Leave Type gets the "formula" (Leave Type Policy) attached to it within that program. 

For our example, Company B has only one type of Leave Program. We get 10 vacation days per year, and it accrues at the beginning of each month. If we don't use the time, it rolls over to the next year. Here is how we would set it up:

To begin, click on "Add Leave Program."

We will be prompted to enter our Leave Program Name. Click "Add" to save your program name and continue the configuration. This will bring you to the "Edit Leave Program" page. 

Here, we need to click on the "Add" buttons for each type of leave to configure to our company program. Let's do Vacation Days together. Recall that our company has 10 vacation days per year, accruing at the beginning of each month, and rolling over to the next year if unused. After clicking on the "Add" button on the Vacation line, we come to a page that looks like this:

After providing all necessary information from your company program, click "Save" to return to the Edit Leave Program page, where you will complete the same steps for all leave types. Be sure to check the "Enabled" box when you are ready for the program to begin. When the information for all leave types has been provided, your screen should look like this:

Click the "Save" button to view the "Leave Program" page:

Take notice of the "Action" column. Here, you can Edit the program you just created, Delete the program, or Duplicate the program. This last action would be most useful if you had multiple leave programs in your company that were just slightly different. You could duplicate the program, then go back in via "Edit" to change the name and tweak the data.

Next Setup Step >