Use your admin account to log in to your School ERP site, ensuring you have the necessary permissions.
To create time off type
Step 1: Open the Time Off Module
- Log into your ERP dashboard and select the Time Off module. This module is where you manage all aspects of employee leaves.
Step 2: Navigate to Configuration
- Within the Time Off module, click on the ‘Configuration’ menu. This menu holds various settings that affect how leaves are managed.
Step 3: Access Time Off Types
- Click on ‘Time Off Types’ from the available options. This will show you a list of existing time off types or a blank slate if none have been configured yet.
- Purpose: This area allows you to view, create, or modify different categories of time off, ensuring that they meet your organizational needs.
Step 4: Start Creating a New Time Off Type
- Press the ‘Create’ button to open the form for adding a new time off type.
Step 5: Fill in the Required Fields
When setting up a new time off type, you need to provide several details:
- Name: Enter a descriptive name for the time off type, like "Sick leave ".
- take time off in : Decide whether this time off should be (e.g., a set Hours, Half Day or Day).
- Allocation Requests: who has the permission to allocate this time off type to employee.
- Time off Requests: Set the responsible person who will approve or reject the time off request .
Conclusion
- Final Steps: After filling in all details, click the ‘Save’ button to finalize the creation of the new time off type.
- Importance: Proper configuration of time off types ensures that your leave management system operates smoothly and in alignment with your company policies and legal requirements.