The Leave Types setup in Express Leave allow the employee to select the leave type when applying for leave or entering a Timesheet. You would set up your leave types in Express Leave to match your Leave Income Types in Attaché Payroll.
To setup Leave types in Express Leave
Go to Company Admin and Leave Types on the menu.
Select to Create a Leave Type.
Enter a clear Description for the Leave.
Use the same Income Code that is used in Attaché Payroll.
Add Leave Policy Notes (optional). Employees will see this when using the selecting the leave type.
Select the Associated leave balance that this leave will be deducted from. This should match the income category for the associated Leave Income Type in Attaché Payroll.
Choose which employee group and higher that this leave type is Visible to (see section Visible To setting in Leave Types below for more information on this setting).
Save.
To modify a Leave type already setup in Express leave
Go to Company Admin and Leave Types on the menu.
Select Edit beside the code to be modified.
Only the Leave Policy Notes and Visible to fields can be modified once the original setup has been synchronised with Attaché. If not synchronised, then all fields are editable. This process normally happens when an administrator user logs in to Express Leave.
To delete a Leave Type in Express Leave
Go to Company Admin and Leave Types on the menu.
Select the red Delete button beside the Leave code.
Visible To setting in Leave Types
The Visible To setting in the Leave Types menu in Express Leave allows you to set whether that Leave Type is visible from:
The My Leave menu.
The Leave Calendar.
You can set 5 different user levels in Express Leave
Administrator.
HR Manager.
Employee (Approver).
Employee (Non-Approver).
Non-Employee.
Example:
if you DON'T want Non-Approver users to see a particular Leave type on the My Leave area or the Leave Calendar (say Personal Leave for instance):
Set the user level higher than Non-Approver (i.e. Approver).
This will mean that any user at Approver level and above WILL be able to see the leave type balance on their My Leave tab and will also be able to see these leave requests in the Leave Calendar.
See also: Express Leave and Timesheets help and user guide, Creating Leave Types section.