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. From the Dashboard, click on Step 4: Setup Leave Programs, and you will see that your first Leave Program setup has been started for you!
For our example, Company D 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:
Click the blue "Edit" button on Program A that has been setup for you. On this screen, you will have the ability to customize the program name. We will rename ours "Company-wide Program." Click "Save" at the bottom to save the new name.
As you can see, Vacation has already been activated for you, but you'll definitely want to configure it to your company's exact specifications.For our example, 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 "Configure Leave Type" button on the Vacation line, we come to a page that looks like this:
We do not want Employee Vacation requests to be automatically approved (we want a manger's approval), so we leave "Automatically Approve Requests" false. We change our "Yearly Allotment" to 10. We want our Vacation Time to accrue once a year, so we leave it as "Time Accrues Every" 1 "Year." And we do want their Vacation Days to rollover, so we change "Accrued Time Can Be Rolled Over" to True. Doing this will automatically give you a few more questions to answer. "Maximum Rollover Per Fiscal Year" can be input as days, hours, or a percentage. The "Maximum Accrued Time" is the max amount of time an employee can have in a Fiscal Year. This includes accrued time, rollover time, and manually adjusted time. So note that setting this value to 0 indicates there is no maximum. And lastly, setting "Rollover Time Expires" to true will cause the rolled over time to expire if it is not used by a certain date of your choice.
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 complete, 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.