Answer
Before assigning a custom leave type to any employee, you must create the leave balance at the company level. This defines the leave type that employees in the company can accrue.
Desktop App
Go to Company >> Leave Balance. Use the green plus button to add a new custom leave balance, giving it a descriptive name (for example, RDO or Time Off in Lieu). Once saved, the leave type is available to assign to individual employees.
Online (Web/Mobile) App
Go to Company >> Custom Leave. The screen shows Custom Leave Balances, which can be selected by the employees within this company. Add a new row for each leave type you want to make available, then save.
Assigning Custom Leave to an Employee
Once the company leave balance exists, add it to each employee who needs it:
- In the desktop app: go to Employees >> Leave >> Custom Leave Accruals and use the green plus button to add the leave type and configure the accrual rule.
- In the online app: open the employee, then go to Employees >> Leave >> Custom Leave and add the accrual rule for that employee.
For more detail on adding custom leave types and examples such as RDOs and Time Off in Lieu, see How Do I Add Additional or Custom Leave Types?
