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Set Up Fully Customised Leave Grades (Beta)
Set Up Fully Customised Leave Grades (Beta)

How to set up leave types and leave grades. Customisation of all leave types available to specific groups of employees. Beta-testing phase.

Nicholas avatar
Written by Nicholas
Updated over a week ago

Fully Customisable Leave Grades is currently in beta testing - this is an opt-in feature only. Please approach our team (support@talenox.com) to help enable this for you.

We've just launched our fully customisable leave grade set up to Talenox users. With this new flow, we'll be able to create the following for employees during set-up of the leave module:

  • Custom leave types (for all types of leave available in the system)

  • Assign these custom leave types to any leave grade

Customised Leave Grades can now be created through the following steps:

  1. Creating Custom Leave Types

  2. Assigning Custom Leave Types to employees in Leave Grade

Step 1: Creating Custom Leave Types

Previously, users were only able to create customised Annual Leave settings to assign to employees.

Now, we allow the creation and customisation of ALL leave types to be assigned to employees in their Leave Grades.

NOTE: You can create as many leave types as you'd like, depending on the settings you'd like to tailor to a specific group of employees in the Leave module.

1) Head over to Leave > Manage Leave Policies > Settings > Leave Types > New Leave Types to create a new leave type to assign to employees

2) You'll be brought to the "New Leave Type" set-up page

You'll have to select the following details during set-up:

  • Leave Type - leave type that you want to create (e.g. No Pay)

  • Leave Type Name - custom name for the leave type created; name that you want your employees to see (e.g. No Pay Leave - Demo)

  • Remarks - comments for Admin reference only; usually for identification of leave type

  • Leave Type Settings - customised leave type settings for the leave type chosen

3) Once you have selected the above details for creation, click on "Save"

Step 2: Assigning Custom Leave Types to employees in Leave Grades

After creating all of your custom leave types, you can now move on to assigning these custom leave types to different groups of employees in Leave Grades.

1) Head over to Leave > Manage Leave Policies > Settings > Leave Types > Leave Grades

2) Click on "New Leave Grade" to create any new leave grade groups for your employees.

Creating a new leave grade will require you to set-up the following sections:

  • Leave Grade Name - custom name for leave grade created; for Admin reference

  • Remarks - comments for Admin reference only; usually for identification of leave grade

  • Employees - selection of employees that are assigned to this leave grade

  • Leave Types - leave types that are assigned to the group of employees selected in this leave grade; only 1 of each leave type can be selected for each leave grade

This new flow allows for increased flexibility of leave type assignments and leave grade creation for employees.

Now, you don't have to struggle with having different groups of employees who have different leave settings for each specific leave type they are entitled to! 😃

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