Configure a leave type

You add a Leave type so that you can add this under the term of employment. In addition, you can specify a priority.

In order to record a leave range, you configure the leave prioritisation. After configuring the prioritisation, you can record overlapping leave entries. The prioritisation determines how Profit handles overlapping leave.

Example:

An employee has parental leave every Friday afternoon. If you do not configure a prioritisation, then the employee must enter any holidays around the parental leave. This means the employee must record multiple leave entries for the holiday, which is very time-consuming.

To prevent this, configure the prioritisation of the Leave type. You give parental leave a higher priority than holiday. If the employee records holiday time, Profit uses the prioritisation to deduct the parental leave hours from the holiday time.

You can configure the prioritisation as follows:

  • 1. Parental leave
  • 2. WTR
  • 3. Present
  • 4. Special leave
  • 5. Time off in lieu
  • 6. Public holiday leave
  • 7. Statutory leave
  • 8. Holiday
  • 9. Unpaid leave

    You give WTR a higher priority than statutory leave and holidays. Failure to do so affects the number of leave hours in the WTR entry that Profit generates automatically when a leave entry coincides with WTR accrual.

To add a leave type:

  1. Add a basic leave type:
  2. Go to: HR / Management / Configuration / Leave type.

    If you cannot see this functionality you must first configure the authorisation.

  3. Click on: New.
  4. Enter the code.
  5. Enter the description.
  6. Click on: Next.
  7. Click on: the navigation buttons to assign the new leave type a higher priority in the list of leave types. 1 is the highest priority.

    Once you have configured the prioritisation of the leave, you can no longer go back to the situation without leave prioritisation.

  8. Click on: Finish.

    More information:

    Statutory and non-statutory leave types

    Leave type for parental leave

  9. Add a composite leave type. For example if you want to enter different types of leave under one heading.

To set/change the priority of existing leave types:

A leave type with a higher priority gets written off first. Once you have configured the prioritisation of the leave, you can no longer go back to the situation without leave prioritisation.

  1. Go to: HR / Management / Configuration / Leave type.
  2. Select the leave type that you want to give a (different) priority.
  3. Click on: the navigation buttons to assign the leave type a higher or lower priority in the list of leave types. 1 is the highest priority.
  4. Click on: Finish.

Directly to

  1. Configure leave
  2. Enter in hours:minutes or hundredths
  3. Configure custom tables for leave
  4. Configure the days closed/public holidays table
  5. Record HR settings for leave
  6. Add a leave period table
  7. Configure the statutory and non-statutory leave
  8. Configure a leave type
  9. Configure leave types
  10. WTR on the basis of a work timetable
  11. Extra leave
  12. Pay out or deduct leave
  13. Configure public holiday leave
  14. Journalise the leave entitlement value
  15. Settings per employer
  16. Configure leave and occupancy in InSite