Leave Time Types

This feature is currently in the beta testing phase and is only available to a limited number of users.

KanBo licenses having this feature:

Free

Team

Professional

Business

Enterprise

Strategic

In this article:

Overview

The leave time type is a kind of label that indicates the reason for the employee’s unavailability on a particular day. Each type has a field for additional description. Customize them to meet the needs of your organization.

The leave time type is a general feature defined for Resource Management that is not assigned to a specific organizational unit. All defined leave time types can be used by resources throughout KanBo.

Example: Examples of basic leave time types.

Example: Leaves of Zacharias Plant employee.

After entering the leave time type for the resource, you can see its unavailability on this date. Leave days are marked with an . Official holidays and other non-working days are marked in the same way.

Example: Zachariah has a declared unavailability from Monday to Friday.

Adding leaves to resources

You need the Human/Physical Resource Manager role, and be the organizational unit manager to add leave time types to the organizational unit resources.

To add a leave to a resource:

  1. On the Sidebar, select Resource Management.
  2. Go to Basedata.
  3. From the menu on the left, select Resources.
  4. On the selected resource, go to Edit.
  5. On the Leaves section, select + Add new leave.
  6. Select the leave time type.
  7. Select the start and end dates.
  8. Add a description (optional).
  9. Confirm using the Add button.
  10. Select Save to complete the resource edition.

Creating leave time types

You need the Basedata Administrator role to create leave time types.

To create a leave time type:

  1. On the Sidebar, select Resource Management.
  2. Go to Basedata.
  3. From the menu on the left, select Leave time types.
  4. Select + Create new leave time type.
  5. Enter the name.
  6. Add a description (optional).
  7. Confirm using the Create leave time type button.

Editing leave time types

You need the Basedata Administrator role to edit leave time types.

You can edit the leave time types at any time.

To edit a leave time type:

  1. On the Sidebar, select Resource Management.
  2. Go to Basedata.
  3. From the menu on the left, select Leave Time Types.
  4. On the selected leave time type, go to Edit.
  5. Make changes.
  6. Confirm using the Save button.

Deleting leave time types

You need the Basedata Administrator role to delete leave time types.

To delete a leave time type:

  1. On the Sidebar, select Resource Management.
  2. Go to Basedata.
  3. From the menu on the left, select Leave Time Types.
  4. On the selected leave time type, go to Delete.

FAQ

First, you need the Basedata Administrator role.

To change the official holiday for a location:

  1. On the Sidebar, select  Resource Management.
  2. Go to Basedata.
  3. From the menu on the left, select Locations.
  4. On the selected organizational unit, go to  Edit.
  5. Go to the Official holidays, and then select a specific position.
  6. Confirm with the Save button.

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