One of the first things to address when setting up Leave in Fresh Project is to list the different types of leave that may exist within an organisation. Only once these are created, can staff members begin capturing their leave.
Let's have a look at how to go about doing this.
- In the main menu, click on the Settings Cog and select Non-Project Time from the drop-down list.
- Firstly, you'll need to set up Leave as Non-Project Time Group. To begin, click on +New Group.
- In the next window, rename the Group Name from New Overhead to Leave.
- Now, create the different types of leave as sub-overheads. Rename the Sub Group Name to the leave type you are trying to add and mark it as Leave beneath Special.
- To add more leave types, click on +New Sub Group and do the same as in Step 4 to account for all the necessary leave types within the company.
- Once you have entered all the relevant types of leave, click Save before navigating back to the Non-Project Time Groups view.
- Once you are back at the Non-Project Time Groups view, the newly created Leave group will be visible, and staff members will be able to start applying for leave.
We hope this article was helpful. If you have any questions, please do not hesitate to reach out to us. Our support team is always happy to help!