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How do I edit a leave rule?

How do I edit a leave rule?

  • To edit a leave rule in Teamso, go to Leave > Leave Rules in the left-hand menu.

  • The page that opens shows the company's rules. Click the three-dot actions menu to the right of the leave rule you want to change and click Details.

  • Click the actions menu to the right of the leave category you want to edit and choose Edit.

  • The window that opens lets you configure the selected leave category however you like.

    In this window you can:

  1. Start

    Edit the leave rule's name and description.

  2. Entitlement Assignment

    Set whether the leave category is paid or unpaid, the number of entitled days, how entitlement is calculated for employees under 14 and over 50, and whether the balance can go negative.

  3. Set Entitlement Period

    Set how often entitlement accrues, over what period, and the date accrual starts.

  4. Entitlement Transfer

    Set what happens to unused entitlement at the end of the period.

  5. Seniority Calculation

    Set the extra days of leave earned according to length of service.

  6. Request Management

    Set how the leave category is calculated (hourly, half or full day), whether a document must be uploaded, whether a description is required for the leave type, and similar options.

  • Once you have finished each section, click Continue, and at the last section click Save to finish.

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