Overview
Leave tags are a way to categorise and provide additional context to leave requests, helping to clarify the reason for the time off. For example, simply requesting sick leave may not provide much detail, but adding a tag such as "Hospital Appointment" gives administrators and approvers a clearer understanding of the nature of the leave.
Permissions
To manage leave types, you will need the Manage Leave Types permission. Please note that this needs to be set at the global level.
Talexio will be updating the way that booking leave looks. This article contains everything you need to know for the way the system looks now and also what it will soon look like.
Setting Leave Tags
- Go to the Leave section and click on the Leave Types tab;
- Select the leave type you would like to add the leave tag to (or else click on +Add Leave Type to create one from scratch);
- Click on More;
- From the options, select Manage Leave Tags;
- A window will pop up. Select +Add Tag and input the name of the leave tag(s);
- Click Save.
Also, when adding a leave tag, you will notice a button entitled: "Leave tag selection is required when employees book [leave type name] leave". By enabling this option, a user will need to select a leave tag when booking such a leave type:
If this is enabled, users will not be able to book such leave without selecting a tag:
- Go to the Leave section and click on the Leave Types tab
- Select the leave type you would like to add the leave tag to (or else click on +Add Leave Type to create one from scratch);
- Click on More;
- From the options, select Manage Leave Tags;. When managing leave tags, you will notice a button entitled: "Leave tag selection is required when employees book [leave type name] leave". Enabling this option will require a user to select a leave tag when booking such a leave type:
- A window will pop up. Select +Add Tag and input the name of the leave tag(s);
- Click Save.
Please note that leave tags do not have separate entitlements; instead, they will be deducted from the designated leave type.
Booking Leave with Tags
To book leave for a leave type which has a leave tag(s), the process is the same as booking leave normally. The only difference is that there is a new field called Leave Type Tag. By clicking on the drop down menu, you will be able to select the leave tag.
Booking leave with leave tags will be the same process as booking leave normally. The only difference is a new field called “Leave Type Tag” must be selected. To do this, simply click the drop-down menu and choose one of the available tags.
A leave tag filtering option is also available in the Leave section.
Additional Functionality
Upon approval, managers will see the specified leave tag. This will give them better employee visibility.