Creating and using Leave Types

This guide teaches Managers how to create and use Leave Types. Leave Types in TimeForge can be Location-based or Corporation-wide. Location-based leave could be useful if your corporate office gets PTO but your call center doesn’t, for example. Location-based leave could also be useful if your business has locations spread across multiple states and those states have different PTO rules.

In order to follow this guide, you need to have manager-level permissions in TimeForge.

Go to Corporation Settings

Hover over the Set Up tab to open the menu

In the drop down menu click Leave Types

Click the "Add Leave Type" button to create a new type or click the "Edit" button to change the settings for an existing type

Select options for this Leave Type

The options will let you set how much of this Leave Type is accrued, what the maximum balance for this Leave Type is, how long after initially being hired employees have to work before starting to accrue this Leave Type, and more.

If you are interested in this Leave Type applying to only specific locations, check the box next to that option (indicated below in blue). If not, skip to applying your Leave Type to specific employees.

If you check the box to make the Leave Type location-based, an additional tab will appear, pictured below:

Location-based only: select the location(s) you want this Leave Type to apply to

Click the "Employees" tab

Select the employees that are eligible for this Leave Type

Click the “Approval Managers” tab

Select which managers are allowed to approve this Leave type for themselves and others, for only others, or not at all

Approval Managers with Self+Others access can edit this Leave Type and approve its use for anyone, including themselves, with available hours for that Leave Type.

Approval Managers with Others access can approve this Leave Type on anyone, except themselves, with available hours for that Leave Type.

Approval Managers with None selected have no access to editing or approving this Leave Type for anyone.

If all Approval Managers are set to None, they all can do Self+Others.

Click the “Assignment Managers” tab

Select which Managers are allowed to assign this Leave type for themselves and others, for only others, or not at all.

This works the same way as it does with Approval Managers.

The option to create Assignment Managers allows you to create users who can assign leave types for other employees without necessarily having approval access.

If all assignment managers are set to none, they all can do Self+Others.

Click Save to save your settings

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