To start using the leave app, let's first head over to set up your company's individual leave type policies.
You will have to go to Manage Leave policies > Settings to get to your Leave Settings page.
In the Leave Settings page, you'll be able to see the following fields:
Leave Types - Default statutory leaves that have been set up for you in the system according to labour laws. You can adjust this as needed, per your own company's policies.
Leave Grades - To provide different Annual Leave policies for different groups of employees.
Leave Approval Structure - To set the approvers for different groups of employees.
You can explore the different leave types and their relevant adjustable settings.
You can even filter the Leave Types showing based on which leave types have been assigned to a Leave Grade.
To get things started, you can refer to this article to guide on how to set up different types of leave in the system.
Once Leave Types are set up, you can move over to set up Leave Grades.
Leave Grades are only needed if you have different groups of employees with different annual leave policies, such as part-timers and full-timers.
You can refer to this article to guide you on how to set up Leave Grades on Talenox.
Leave Approval Structure
Lastly, you need to create at least one Approval Structure. The approver can be 1 person or selected by employees from a group of Approvers.
Otherwise, you can set multiple Approval Structures based on departments, branches, and more.
You can refer to this article to guide you on how to assign users to approve leave in Talenox.
Google Calendar Sync & Applying for Leave
Google Calendar Sync
In Talenox, we give you the option of connecting your Google account to sync approved leave applications into your company's Google Calendar. This would be good if you'd like your company employees to see who is applying for leave and when 👍🏻
You can refer to this article if you are unsure of how to sync with Google Calendar.
Applying for Leave
Upon completing the Leave Settings page setup, let's start to apply for leave. Leave Application is a fast process on Talenox.
Admins and Leave Approvers will be able to apply for leave on behalf of employees in the Leave module.
You can refer to this article if you want to learn how to apply for leave with document attached.
Now that you have gone through the various features in the Leave Setting page, we can now move on to the other pages available in our Leave module.
Head to the main navigational dropdown list to toggle to the Leave Balances page in Talenox.
Under Manage Leave policies > Leave Balances, the leave balances summary page gives admins a quick overview of the specific leave balances of all the employees. You can hover your cursor over each tooltip to see the calculated breakdown of an employee's leave balance.
If you'd like a more in-depth look into each employee's individual leave entitlements, click on an employee's name to view more details.
If your employee's leave balances need to be adjusted, we have just the guide for you on how to adjust your leave balance. 😋
Setting Up Off-in-Lieu
Off-in-lieu (OIL) is normally awarded when employees work overtime, work on Public Holiday, have good performances, or special reasons such as compassionate leave.
If you would like to reward your employees off-in-lieu, head to Manage Leave policies > Manage Off-in-lieu to set this up and manage OILs accordingly.
You can refer to this article on how to grant Off-In-Lieu (OIL).
Leave Statuses & Leave Calendar
Once leave is submitted for approval by an employee, the leave will automatically appear in the Leave Statuses (Manage Leave policies > Leave statuses) page according to it's status:
Green - Leave has been Approved
Amber - Leave is Pending Approval
Red - Leave is Rejected
An Admin can either choose to Approve, Reject, or View more about the leave application on this page. Admins will be able to override any leave approval structures to Approve or Reject leave applications as well.
You can amend leave applications but this applies to Pending and Rejected statuses only.
Lastly, we come to the final page in the leave module - Leave Calendar. This is where admins will be able to view company-wide leaves applied for in a staggered view.
By default, employees with a User access will be able to view the leave calendars of the people within their own leave approval structures only.
Congratulations! You can now have fun exploring and discovering more features in Talenox 😄