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Set up Leave Type

Create the kinds of leave your staff can take, such as Casual Leave or Sick Leave, and mark which ones are unpaid.

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

A leave type is a category of leave, such as Casual Leave, Sick Leave or Earned Leave. Leave reasons, leave entitlements and leave requests all use these types, so add them first.

The Leave Type Master list with code and name

Add a leave type​

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

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

  3. Fill in the fields:

    FieldWhat to enterRequired
    CodeFilled in automatically when you save.—
    Leave TypeThe name, for example Casual Leave.Yes
    Unpaid LeaveTick it if staff are not paid for this leave.No
    StatusLeave on Active.—
    DescriptionA note for your own team.No

    The form with Casual Leave entered

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

Change or deactivate a leave type​

  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 type, switch Status to Inactive.
  3. Click Save.

Good to know​

  • Each leave type name can be used once. Saving a name that already exists shows a message and does not save.
  • Click Cancel to leave the form without saving.

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