Your account comes with default leave types the employees can choose from, and you might want to change them to different types.
To do that, you have two ways: via Absence types or via Time Off types. THey have the same functionality, but the interface is a bit different.
Option 1: Absence type
“Settings” -> “Company profile” -> “Absence types”
- To add new type, at the bottom of the page you’ll see the button “Add new”
- To delete, click the delete button next to the name.
If the leave type is grayed out it means it had been used before, and to delete it you’ll first need to replace those past requests with a different type.
Here’s how to find those entries and replace them:
Go to “Timecard” -> Select the date filter (enter the first date you began reporting or earlier) -> Select Absence -> Search -> Locate the entries with this leave type -> Click Actions -> Edit to select a different Time Off type or Actions -> Delete to delete the rewported time off
If there are too many entries to sort through:
Go to the bottom of the page to select 64 entries per page -> Use Ctrl+F to search the page for that type.
Take note of the number of pages you receive as you may want to search them as well.
When all the entries of the unwanted type were replaced you may go back to “Absence types” and delete it.
Option 2: Time Off types
“Settings” -> “Time Off Settings” :
- To add a new Time Off Type, click the button at the upper right
- To delete an absence type, locate it on the list and click ‘Actions’ > ‘Delete’. If you receive an error message, you will need to remove all the associated entries first (see the steps above for the previous option).