Fresh Projects

00:00: This article explains how to set up leave balances for your staff.

00:04: Once leave features and functionality have been enabled in Fresh Projects,

00:08: the next step is to assign individual leave allowances and balances to each staff

00:13: member.

00:15: To start, select "Settings" from the main menu

00:20: Next,

00:21: select "Employees".

00:24: Find the staff member you want to set up and click the "Edit" pencil icon next to

00:28: their name.

00:30: Now,

00:31: select the "Leave" tab.

00:34: Here,

00:35: you will see all the different leave types that currently exist in the company.

00:40: To set up leave so that it accrues on a monthly basis,

00:44: set the Automatic Allocation to "Monthly".

00:48: Enter the Annual Allowance of this type of leave in days.

00:52: This value will be divided by twelve to reflect the number of leave days accumulated

00:56: every month.

00:59: To set up leave so that it accrues on a yearly basis,

01:02: set the Automatic Allocation to "Annually".

01:06: Enter the Annual Allowance of this type of leave in days.

01:11: Choose the month when the leave allocation cycle begins.

01:15: This will accrue the full number of days on the 1st of the cycle start date each

01:19: year.