Overview
Setting up of Friendly names on Talexio is a way of setting default names for more sensitive leave types. This friendly name will then be displayed for employees who can view each other's leave.
Permissions
Talexio users can edit and view this new field with the Manage leave types permission. This permission must be set on global.
Setting up Friendly Leave Names
- Go to the Leave section and click on the Leave Types tab
- Click on More and select More options on the leave type you would like to include a friendly name for.
- When the more options dialog appears, insert the friendly name you would like employees to see under the field titled "Use friendly name". Click Save
Once set up, the leave type will be visible to your employees with the friendly name in place of the actual Leave Type name.
Please note that the actual leave type name will still be visible in certain instances. For instance, if an employee has a request leave permission and also able to book a particular leave that has a friendly name attached, the actual leave name would be shown to this employee at the point of making the leave request.
Where is the friendly name for leave types visible?
- The friendly name will be present in the Calendar and Leave sections for employees who do not have Approve or Request leave permission or View all employee data for the relevant employee for who this leave is booked.
- Users who have the Approve leave, Request leave and Manage leave types permissions will see the actual leave type name when viewing the calendar and leave sections, and also when booking in the actual leave.
- Any leave reports will also include the actual leave type name.
- If the user has the permission to View all employee data, within the profile > leave tab, the actual leave type name will show, although the Calendar will show the friendly name.
- The leave request sent for approval will also include the main leave type name.
- The employees themselves who have leave set up with a friendly name booked will also see the actual leave type name on their account. If they have permission to book this leave themselves, they will also see the actual leave type name not the friendly name.
- In the Daily Leave Emails it will only be visible to employees with the View other employee leave permission. If the employee also has Request or Approve leave permission for an employee who has had a leave type with a friendly name set, the actual leave type name will be shown.
- In the payslip dialog within the Payroll module, the friendly name will show but in the payslip pdf the actual leave type name will be shown.
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