1) Overview
2) Leave rules (Organisation level)
3) Leave Rules (User level)
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1) Overview
Leave rules in Easy Employer allow you to set the appropriate conditions for leave, based on the organisations policies (e.g., leave requests require manager approval). These rules apply across the whole organisation, but can be overridden for an individual employee.
Rules for leave include settings regarding shift sequences, leave requests, and leave shifts.
2) Leave rules (Organisation level)
Leave rules at the Organisation level are applied to all employees, except those that have been selected for overridden rules.
- Click Organisation.
- Click Settings.
- Click Rules on the sidebar.
- Click Leave Rules to expand it.
- Set the default values for all employees (except for those that have overriding values - see employee specific leave rules below).
- Hover over the help icon for a description of the rule.
- Click Edit / Save to change the value for the rule.
3) Leave Rules (User level)
Rules can be overridden for employees who require custom rules.
- Click Organisation.
- Click Users.
- Select the user (for this example"Jake Barrell" has been selected).
- Click Rules on the sidebar.
- Click Leave Rules to expand it.
- Click Edit / Save to change the value of the rule for this user only.