Your company might have numerous leave types. However, you may restrict which leave types can be booked by employees and which cannot.
To control which leave types may be booked by employees, you will need the Manage Leave Types permission set on global.
- Go to the Leave section
- Click on the Leave Types tab
Here, you will be able to view the different settings applicable to the different leave types. For more information on leave types, click here.
In order for employees to be able to book a certain type of leave, the Allow Users to Request toggle needs to be on. When this switch is on, users will also be able to activate the Show Balance in Payslip, which will allow employees to view how much leave balance they have left on their payslip.
Please note that Allow Users to Request means that an employee may book leave of such leave type for him/herself. But if the user does not have Approve Leave permission, then such leave will go to the relevant approver before it is accepted. Read more about Leave Approval by clicking here.
Switching on Allow users to Request alone is not enough to give employees the right to request their own leave. The employees will also need the Request Leave permission (set on self to allow them to request leave for themselves). For more information on setting permissions, click here. For information on the Request Leave permission, click here.
Furthermore, users with the Request Leave permission can be restricted from booking certain leave types:
Permissions per Leave Type
Let's say you want to allow everyone to book Vacation Leave. That is simple, switch on Allow Users to Request, and give each employee the Request Leave permission on self. But what if you want to allow certain employees (say, managers) to book sick leave, but you do not want the other employees to book it?
If you switch on Allow Users to Request and the employees all have the Request Leave permission, then they should all be able to book this leave. So, to solve this, you will need to amend the Request Leave permissions per leave type. To do so, click on More and Manage Permissions:
From here, you select which employees are entitled to request such leave. Please note that for this, you will also need to an employee data permission, such as View/Manage All Employee Data.
For detailed information about setting permissions per leave type, click here.
Can Admins book leave?
If you have admin access, then you will be able to book leave for employees even if Allow Users to Request is switched off.
Key words: Can an employee book sick leave?