Fresh Projects

00:00: Setting up the basis of the leave policy is done by listing the different types of

00:04: leave that may exist within an organisation.

00:08: Let's have a look at how to go about doing this.

00:11: Click "Settings" to open the configuration options.

00:16: Click "Non-Project Time" to manage the non project time options.

00:21: Click "New Group" to start defining a new non project group.

00:26: Enter "Leave" as the name for the new group.

00:29: Click "New Sub Group" to add a subgroup under the Leave group.

00:34: Next, we'll create the different types of leave as sub-overheads.

00:39: Enter the name of the leave type, for example "Annual Leave".

00:44: In the special overhead "type", mark it as "Leave".

00:48: If you want to set a custom approver for the leave type to override the employees

00:52: Line Manager,

00:53: select this under Custom Approver.

00:57: Click "New Sub Group" to create additional leave type subgroups.

01:02: For example,

01:03: "Public Holidays".

01:06: For Bank Holidays or Public Holidays select the Special Leave Type as "Public Holiday"

01:10: to ensure

01:11: days are automatically assigned based on your leave region.

01:16: Click on the three dots next to each leave type to set up additional rules.

01:21: Click "Block from timesheets and expenses" to prevent employees from adding time to

01:26: their timesheets when the leave has not yet been approved.

01:30: Click "Notes Mandatory" to require notes when an application for this leave type is

01:35: made.

01:37: Click "Attachment Mandatory" to require attachments for this leave type, for example to

01:41: include a doctors note for sick leave applications.

01:46: Click "Save overhead" to finalise and save the new leave type settings.

01:52: You have successfully created and configured custom leave types in Fresh Projects.