Once leave features and functionality has been enabled in Fresh Projects, the next step is to assign individual leave allowances and balances to staff members.
Let's look at how this is done.
- Begin by clicking the Settings Cog in the main menu and select Employees from the drop-down list.
- Next, open a staff member's profile by clicking Edit next to their name.
- Navigate to the Leave tab to see all the different leave types that currently exist in the company.
- To set up leave so that it accrues on a monthly basis, set the Automatic Allocation to Monthly and enter the Annual Allowance of this type of leave in days. This value will be divided by twelve to reflect the number of leave days accumulated every month.
- By default, staff members will begin with a zero Current Balance for their leave. In the case where you would like to bring forward existing leave balance for the staff member, simply click on the pencil icon beneath Current Balance.
- Choose Increase, enter the number of days you would like to increase the leave balance by, and click Adjust.
- Once you are happy with your changes, click Save & Close before exiting.
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!