Help centre / Leave and sickness
Set up leave types and booking rules
Add the kinds of leave people can book, how much notice they give, and the busy times when leave is limited.
What you'll need: The kinds of leave you offer, Your busy periods, if any.
Holiday and time off in lieu are always there.
More detail
Add the other kinds of leave you give, such as study leave or a day for moving house. Holiday allowances are set apart (see Holiday allowances).
Add a leave type
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Step 1: Go to Settings, Leave types and booking rules, and press Add a leave type.
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Step 2: Type its Name, and say if it's Paid and its Allowance per leave year (days).
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Step 3: Set the Notice (days) people give, and what it Takes the time from.
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Step 4: Tick People can ask for it themselves, or Private: colleagues see only “Away”.
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Step 5: Save it.
Limit leave at busy times
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Step 1: Go to Settings, Busy periods, and press Add a busy period.
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Step 2: Say What is it?, the dates, Which leave does it limit? and Which place of work?
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Step 3: Save it.
More detail
On the booking rules, choose to warn or to refuse, and set Most off at once.
Stuck?
I can't remove a busy period
It has started, so it stays on record. Only one still to come can be removed.
Someone booked during a busy period
Your rule warns rather than refuses. Change it on Leave types and booking rules.
A private leave type shows as "Away"
That's what private does: colleagues see only "Away", not the kind of leave.
Thanks. That helps us make the guides better.