Setting Up Leave Types 0 0

What It Does

Explains how leave types define vacation, sick, maternity, unpaid, and other absence categories.

This article is written for help desk users who need a simple, practical explanation of the feature and the checks to make before saving changes.

When To Use It

• Use it when setting up or reviewing this feature for a company.
• Use it when a user asks where the feature is or why the expected record is missing.
• Use it before importing, approving, publishing, syncing, or reporting data related to this area.

Before You Start

• Confirm the leave policy before changing balances.
• Know which employee groups use the leave type.
• Back up import files before upload.

Basic Steps

1. Open the correct BoviHR module or setup screen.
2. Confirm required setup records such as company, employee, department, role, or type.
3. Enter or review the information carefully.
4. Save the record and confirm the status or result.
5. Use the related report, list, or detail page to verify the change.

Practical Example

An employee requests two vacation days. HR uses setting up leave types to confirm the employee has enough entitlement, checks that no public holiday is counted incorrectly, routes the request to the correct approver, and verifies the balance after approval.

Common Mistakes

• Skipping the setup record that the screen depends on.
• Saving without checking employee, date, or status.
• Assuming all users can see the same menu.
• Not verifying the result after the change.

What To Check If Something Looks Wrong

• Confirm the employee, company, department, location, or date range is correct.
• Confirm the user has both module access and role permission.
• Check whether the record is filtered out by status, date, location, or department.
• Review related logs, history, or reports before changing production data.

Related Articles

• Assigning Leave Entitlements Including Bulk And Copy
• Bulk Copy And Employee Wise Leave Entitlements
• Configuring Multi Level Leave Approval Flow