We assume that you have imported or created the employees' in your instance and set up the correct tags to group the employees'. It will be easier to group similar employees' independently of department or job titles. For example, the Educational staff and Administrative staff can be two different types of employee tags for the educational institutes.
The leave available and allocated to the educational and administrative staff may be different. It is irrespective of the job position or department.
Employee Tags can be created on the Employee form as follows. Either select from the existing ones or create a new one:
Create and assign the Tags to all the employees'. It will be easy to allocate the leave irrespective of the job title or department:
Prepare the list of leave types that are offered by your organization. The leave can be allocated or requested for the leave types. Some of the standard leave types that are offered by almost all the organizations may be as follows:
- Legal leave
- Sick leave
- Unpaid leave
- Compensatory days
- Unpaid
