1.2. Company Settings
As the company Admin or HR manager, you have the authority to establish various settings for your company:
1. Leave Types
In this section, you can add and edit the various types of leave available within your organization, such as vacation, sick leave, or personal days. Customize each leave type by specifying its balance unit (like days or hours), cycle (annual, monthly), and assign a unique color code for easy identification in the system.
2. Leave Policies
Manage and set up the rules that govern leave usage here. This includes creating new leave policies and specifying which leave types are applicable under each policy. Customize settings such as accrual rates, Carryover, and any other conditions tailored to your organization’s requirements.
3. Locations and Holidays
Configure location-specific settings including time zones, date formats, and location-based leave policies. This section also allows you to input official holidays which can be automatically recognized by Google Calendar, ensuring compliance and convenience across different locations.
4. Balance Reset
You have the flexibility to configure the reset of employees’ leave balances to occur in a specific month of your choice. Alternatively, you can choose to reset balances on the anniversary date of each employee’s start date.
5. Calendar Options
You have the ability to tailor the visibility settings of the dashboard calendar, allowing you to control which data and information employees can access and view on their own dachboard.
6. Blockout Dates
Use this section to specify dates on which leave requests are restricted. Add blockout dates during critical periods or limit the number of leave requests that can be approved for specific dates to prevent overlapping holidays.
7. Email Configrations
View and customize all email templates that will be sent to approvers and employees for various scenarios. This includes emails triggered by new leave requests submitted by employees, as well as updates that allow employees to track the status of their requests. You have the option to personally craft these emails to ensure the messaging aligns with your organizational communication standards.