HRMS › Leave
Leave Types
What a day off can be called, how entitlement to it accrues, and what it costs. Every leave request and every balance is against one of these.
Where to find it
Address in the console: /hrms/leave-types
List · 8 columns · 14 fields on its form · 2 of them required
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Code | Code | code |
| Name | Text | name |
| Category | Status | category |
| Accrues | Number | annual_accrual_days |
| Max carryover | Number | max_carryover |
| Paid | Yes or no | paid |
| Needs approval | Yes or no | requires_approval |
| Active | Yes or no | is_active |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Code required | Text | e.g. ANNUAL, SICK | |
| Name required | Text | ||
| Category | Choice | vacation, sick, personal, parental, bereavement, jury, military, unpaid, sabbatical, study, carer, public_holiday, time_off_in_lieu | |
| Unit | Choice | days, hours | |
| Days a year | Number | ||
| Accrues | Choice | annual, monthly, per_pay_period, hours_worked, anniversary, none | How often the accrual run credits it. "none" is granted by hand. |
| Accrual a year | Number | Spread across the runs: 12 a year accrued monthly is 1 a month. Blank uses Days a year. | |
| Balance cap | Number | ||
| Max carryover | Number | ||
| Waiting period (days) | Number | ||
| Paid leave | Yes or no | ||
| Needs approval | Yes or no | ||
| Can go negative | Yes or no | ||
| Active | Yes or no |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.