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Manage leave types for the organization

Updated inย March- 2024 |ย Subscribe to watch greytHR how-to video

Managing leave types for the organization refers to the process of overseeing and controlling the various types of leave that employees can take within an organization. It involves setting up, maintaining, and making decisions regarding the leave categories available to employees.

The Leave type page in the greytHR Admin portal enables you to add and manage the leave types for your organization. The page displays the list of leave types that are applicable to your organization.
You can view the following two tabs on the page:

  1. Leave Types - The tab allows you to add a new leave type for your organization.

  2. Leave Types Gallery - The tab displays the most commonly used leave types.

To view the Leave Type page, click the Settings icon > System Settings > Leave > Leave type.

You can perform the following actions on the Leave Type page:

  1. Add new leave type.

  2. Edit existing leave type.

  3. View commonly used leave types.

โš ๏ธ We recommend you to contact the greytHR support team before making any changes in settings.

Add new leave type

To add a new leave type, perform the following actions:

  1. On the Leave Type page, click the + Add Leave Type button. A form appears.

  2. In the Leave Name text box, enter the name of your leave.

  3. In the Code text box, enter a valid code for your leave type.

  4. In the Sort Order textbox, enter the sort order of the leave.

  5. Select Allow employee to apply for the leave option if you want your employee to apply for this leave.

  6. In the Description box, enter the description of the leave.

  7. From the Leave Type dropdown list, select the required leave type.

  8. Click Save to add a new leave type.

Edit existing leave type

To edit the existing leave type, perform the following actions:

  1. On the Leave Type page, click an existing leave type card. The card expands and the form appears.

  2. Update the required details.

  3. Click Save to edit the existing leave type.
    Note: You can also delete the existing leave type by clicking the Delete icon available on the leave type card.

View commonly used leave types

To view the used leave types, perform the following actions:

  1. On the Leave Type page, click the Leave Types Gallery tab. The leave type card appears which is commonly used.

  2. Click the + Add button available on the card to add it to your leave type list.

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