If you're on a trial, this guide will help you set up your Leave module smoothly. We've broken it down into 4 main steps to get you started quickly and efficiently.
Step-by-Step Setup Overview
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Configure Company-Level Leave Settings
➜ This includes your leave calendar, leave types (e.g. annual, sick, etc.), carry-forward rules, and public holidays.
🔗 See: How to Configure Leave Settings -
Add or Import Your Employees
➜ You can either bulk import your employees using our template or create users one by one.
🔗 See: How to Import Employees
🔗 See: How to Add Users Manually -
Assign Approval Workflows
➜ Make sure each employee is linked to the correct approval route, so leave requests go to the right person.
🔗 See: Setting Up Leave Approvers -
Final Check
➜ Test a leave application from an employee's view and make sure the process works as expected.
✔️ Approver gets notified
✔️ Leave balances are deducted properly
✔️ Reports reflect the new leave