Leave | Set a Default Role for Leave

1) Overview
2) Set the default role for leave (all users)
3) Set the default role for leave (for a user)

 

🔍 RELATED ARTICLES

System | Organisation Settings

 

1) Overview

This setting allows managers to set which role a user's leave shifts will be generated against. Different settings exist for this including a user's home role, a specific role or their most common role.

Changing this setting is useful for reporting and costing purposes, allowing organisations to select where users' leave hours are deducted from, to ensure costing is accurate.

 

2) Set the default role for leave (all users)

  1. Click Organisation.
    navbar_org.png
  2. Click Settings.
    org_sett.png
  3. Click Settings on the sidebar.
  4. Click Leave settings to expand it.
  5. Click edit to change the default leave role.
    org_sett_sett_lve-sett.png
  6. Select a role from the drop-down list of options.
  7. Click save.
    org_sett_sett_lve-sett_sel.png

This selection becomes the default leave role assigned to all users. Every time a change is done to this setting, the system requires you to confirm it applies to all existing users as well or if it only applies to new users.

org_sett_sett_lve-sett_conf.png

 

3) Set the default role for leave (for a user)

You can also assign a leave role for a specific user. Changing this setting has no effect on other existing users or new users.

To select the leave role for a specific user:

  1. Click Organisation.
    navbar_org.png
  2. Click Users.
    org_users.png
  3. Select the user (for this example "Jake Barrell" was selected).
    users_user.png
  4. Click Leave on the sidebar.
  5. Under the Leave settings section, click edit to change the leave role.
    usrs_usr_lve_def-lve-rol_edt.png
  6. Select a role from the drop-down list of options.
  7. Click save.
    usrs_usr_lve_def-lve-rol_sav.png

    NOTE: Only roles that have been assigned to a user can be selected.

    • Most common role.
    • Home role.
    • Specific roles that the user has been assigned to.

 

If the desired role does not appear on this list, check that the user in question has had all of the correct roles assigned. This can be done by clicking Roles on the sidebar, to check the roles the user has been assigned to.

If the desired role is missing follow these steps to add it:

  1. Click Edit (pencil icon).
    usrs_usr_rols_edtv.png
  2. Tick the required role(s).
  3. Click Save (floppy disk icon).
    usrs_usr_rols_sav.png

Now the missing role has been added, navigate back to the Leave settings to select it as the role that leave should be generated against.

Jacob S. -
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