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Set up custom leave reasons

You can create custom leave reasons for specific sick, or other reasons that align with your company’s policies. Employees can now select these custom leave reasons when applying for leave, if that leave category requires a leave reason.

For more information about Leave Reason Reporting, click here.

This article explains how to:

 


 

Getting started

Create custom leave reasons via the leave category tab
  1. Select the Settings menu.
  2. Under Payroll Settings, select the Leave Settings option.
  3. Select + Add Leave Type, or if you want to apply this to an existing leave type, select Edit.
    customleave04.jpg
  4. In the Other Settings box, enter your new leave reason, then select the + [new custom leave reason] button.
    leavereason01.jpg
  5. Select Save when you are done.
Create custom leave reasons via the Advanced Settings tab
  1. Select the Settings menu.
  2. Under Payroll Settings, select the Leave Settings option.
  3. Select the Advanced Settings tab.
  4. Scroll to the Leave Reasons section.
  5. Enter your new custom leave reason, then select + Add.
    leavereason02.jpg
  6. Your new custom leave reason will now appear in the list of usable custom leave reasons.

Maintain

Warning

System created leave reasons, or leave reasons that have already been used in an existing leave request cannot be deleted or disabled.

Enable/disable custom leave reasons
  1. Select the Settings menu.
  2. Under Payroll Settings, select the Leave Settings option.
  3. Select the Advanced Settings tab.
  4. For the custom leave reason you would like to enable/disable, select the toggle. If you are unsure whether the custom leave reason is currently enabled/disabled, the toggle will display a check mark, while a disabled leave reason will be grey.
    leavetoggle.jpg
  5. If you wish to disable an enabled custom leave reason, you will need to confirm the decision by selecting Confirm in the modal that appears.
    leavereason04.jpg
  6. To enable a disabled custom leave type, select the Available toggle, which will show a check mark if it is enabled.
Delete custom leave reasons
  1. Select the Settings menu.
  2. Under Payroll Settings, select the Leave Settings option.
  3. Select the Advanced Settings tab.
  4. Locate the custom leave reason you would like to delete, then select the Delete button under the Actions column.
    leavedelete.jpg
  5. Select Confirm to delete the custom leave reason.
    leavereason05.jpg

Further information

If you are looking for further ideas, try our community.

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