Manage Staff Leave Types

Manage Staff Leave Types

What are Staff Leave Types?

Used to distinguish what type of leave that a staff is going to file or create. They are also used to distinguish the staff leave details that are contained in the payroll and timesheet exports. 

Why do we need Staff Leave Types?

To tell whether this leave is for specific events like emergencies or occasions, and to keep track of the type of leave staff take in line with their entitlements. 

How to create Staff Leave Types?

1. Go to Settings → Leave Types.


2. Click Create Leave Type button on the upper right hand corner.



3. Fill up necessary fields as explained below
  1. Leave Type Code - Unique identifier of the staff leave type this is included in timesheet and payroll exports. 
  2. Leave Type Name - Name of the staff leave type.
  3. Approval Required - If this is enabled, staff leaves that will use this type need to be approved first. If disabled, staff leaves that will use this type are automatically approved by default and any bookings assigned to the staff member during the leave period unassigned from them. So be careful when allowing leave types that do not require approval. 
  4. Status - If set to Active, this can be use by future leaves.
  5. Work Type - Tells whether this leave is dedicated for Full Time, Part Time or Casual Workers. To activate leave eligibility rules go to the General Config. 

4. Click Save. After it successfully saved, it will be added to Leave Types list. 

How to modify Staff Leave Types?

1. Click an existing staff leave type.
2. Modify the fields that you wanted. 
3. Click Save button. After it successfully saved, the existing type will be modified. 


    • Related Articles

    • Form Format Data Types

      On the CareVision Management Portal, users will encounter various Data Types whenever they create a new Form Format. These Data Types enable organisation coordinators and administrators to curate specific data that they need from their clients and ...
    • Notifications for Staff Leave Management

      Staff Leave Workflow Organisations regularly receive new staff leave requests and it is important that the proper team is notified at the appropriate stage of the staff leave process so they can follow up and complete any required actions. Timely ...
    • Task Types and How To Use Them

      When to Use Task Types Task types are used to create, track and manage tasks that you want to request outside of the existing list of service offerings that can be booked. These tasks are separate items like: A reminder to call a client A task that ...
    • Understanding the different types of Billing Categories

      What are Billing Categories? Billing categories are the way CareVision groups related rate sets, allowing organisations to manage their rates and billing rules globally and change them over time with version control. CareVision includes several ...
    • Task Types and Task Categories

      What are Task Types? Task types are customizable items that you can create to request for and manage tasks that are not included in the list of service offerings. In creating these task types, it is helpful to assess how your teams use the tasks ...

    Request an Article or Guide

    We are keen to know what you want to know more about? Let us know on chat or raise a ticket for an article or topic you would like covered in more detail. We have a team of technical writers and learning content creators keen for your suggestions.