🗓️ Assigning Leave Types to Staff Members

Before staff can apply for leave, managers need to assign the relevant leave types (like Annual Leave, Sick Leave, or Study Leave) to their profiles. This ensures each staff member has the right options available when submitting a leave request.

1. Open the Staff Leaves Screen

• From the left-hand menu, go to Schedule → Staff Leaves.

• You’ll see a list of staff members on the left-hand side.

2. Select a Staff Member

• Tap on the staff member’s name to open their leave details.

3. Assign a Leave Type

• In the Leave Summary section, tap Assign Leave Type.

• Choose the leave type you want to assign (e.g. Annual Leave, Sick Leave, etc.)

• The selected leave type will now appear in their Leave Summary.

4. Manage Leave Settings

• Use the toggles to control:

  • Whether accruals are allowed.

  • Whether requests are allowed for this leave type.

• Tap Modify to:

  • Add to or remove from the current leave balance.

Best Practice Tips

• Assign leave types only relevant to each role — it keeps options clear for staff.

• Use the Modify option to adjust balances after holidays or corrections.

• Review staff leave setups regularly to make sure everyone has the correct types and balances.

And that’s it! You’ve successfully assigned leave types to staff members, so they can apply for the right kinds of leave through their portal.