Set up leave, holidays and shifts

HR settings is only for people who can manage People. Each section below has its own card on the page.

General

Set the Time zone, the month the Leave year starts in, and Late after (minutes past shift start). Tick the Weekly offs. You can also require people to be inside an office area to check in. Choose Save.

Departments

Type a name, choose whether it is Top level or part of another department, and choose Add. Delete removes a department; people keep their records.

Leave types and granting the year

1. If you have none, choose Add casual, sick, earned and unpaid leave to start with the standard set.
2. To make your own, enter a name, Days a year, Accrual (Upfront or Monthly), Carry forward days, tick Paid if it should be limited by a balance, and choose Add.
3. Choose Grant this year to give everyone their days. Run it again after adding people.

A paid type that has a yearly allowance cannot be requested beyond the days granted, so grant the year before people apply. On a person's profile, the Time off tab lets HR add or remove days with a reason.

Holidays

Choose a date, enter a Name, tick Optional if it is optional, and choose Add. Holidays that are not optional are skipped when leave days are counted. Use Remove to take one off.

Shifts

Add a shift with a name and start and end times. To assign it, choose the person, the shift and a From date, then Assign. A shift decides when someone is late.

Office areas

An office area is a circle on the map: enter a name, latitude, longitude and radius in metres. When People must be inside an office area to check in is on, check-in positions are compared with these circles. See Check in and out.