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Set up Leave Reason

Create the reasons staff can give when they ask for leave, each linked to a leave type.

Who does this: hospital administrator or HR staff Where: Human Resource › Employee Masters › Leave Reason Master Set up before: Leave Type

A leave reason is a ready-made reason, such as Medical appointment, that staff pick on a leave request. Each reason belongs to one leave type.

The Leave Reason Master list with leave reason, leave type and leave interval

Add a leave reason​

  1. Go to Human Resource › Employee Masters › Leave Reason Master.

  2. Click Add. The Leave Reason Master form opens. The empty Leave Reason Master form

  3. Fill in the fields:

    FieldWhat to enterRequired
    CodeFilled in automatically when you save.—
    Leave ReasonThe reason, for example Medical appointment.Yes
    Leave IntervalA number, up to 5 digits. Letters are not accepted.Yes
    Leave TypeThe leave type this reason belongs to.Yes
    StatusLeave on Active.—
    DescriptionA note for your own team.No

    The form with a reason and interval entered

  4. Click Save. You return to the list and the new reason appears in it.

Change or deactivate a leave reason​

  1. In the list, click the ⋮ button at the end of the row and choose Edit.
  2. Change the fields you need. To stop using the reason, switch Status to Inactive.
  3. Click Save.

Good to know​

  • If the Leave Type list is empty, no leave types exist yet. Add them in Set up Leave Type, then open this form again.
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