Leave of Absence

Admins are able to place employees on a leave of absence.

Schedule a Leave of Absence 

1. Navigate to Admin > Directory. 
2. Search for the employee > Select the ellipsis > Schedule leave. 
3. Enter the Leave Details: 
   • Leave start date
   • (Optional) Leave end date
   • (Optional) Leave type 
   • (Optional) Leave reason 
   • Choose whether the leave is Paid or Unpaid 
   • Choose whether the employee will accrue time off
4. Select Schedule Leave. 

If the employee is also a manager, admins will have the option to reassign their direct reports: 

1. Enter the Leave Details. 
2. Select Next reassign reports. 
3. Choose to: 
   • Transfer all direct reports to one manager
   • Transfer direct reports to different managers 
   • Do not transfer
4. Select the temporary manager(s).
5. Select Next Verify. 

Edit a Leave of Absence 

Once a leave of absence has been scheduled, it will be visible on the employee's profile. You can edit the Leave Details from their profile: 

1. Navigate to Admin > Directory. 
2. Search for and select the employee> Profile. 
3. Edit Leave Plan.
4. Once the fields have been edited, select Schedule Leave. 

Delete a Leave of Absence

1. Navigate to Admin > Directory. 
2. Search for and select the employee> Profile. 
3. Delete. 

Leave of Absence Visibility

Admins can allow visibility into the Leave of Absence fields through permissions. 

1. Navigate to Admin > People > Permissions. 
2. Select a default role > Employee Fields. 
3. Toggle on access to the relevant Leave of Absence fields. 

Custom Reports

Admins can view who is currently on leave and who has upcoming leave through reporting. 

1. Navigate to Admin > Analytics > Custom Reports. 
2. Add Leave Fields. 
3. Download CSV.