Set up leave

TinERP starts you with the usual leave types - annual, sick, maternity, paternity, compassionate, study, examination and unpaid - with allowances within the Labour Act's minimums. Check them against your own policy and change what's different.

1. 1

   Choose your leave year

   Go to HR → HR settings → Leave. Under Leave year, choose the month it starts - January for the calendar year - and Save. Allowances start again, and unused days carry over, when a new leave year begins.

   

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2. 2

   Review your leave types

   Each card shows a leave type: paid or unpaid, whether it counts working or calendar days, who it's for, whether a document is needed, and its allowance in words. Select a card to change it, or Add leave type.

   Turn off Has an allowance for leave that's approved and recorded but not counted, such as study or unpaid leave.

3. 3

   Set the allowance with policies

   A leave type's policies decide how many days people get. Each says who it's for (grades, employment types, months of service), the days a year, whether they're given all at once or earned month by month, extra days for long service, and how many unused days carry over and for how long.

   Turn on Pro-rate joiners and leavers so people who start or leave during the year get their share. Policies are tried in order and the first that fits a person applies - so put the most specific first, for example managers, then everyone. Select Save changes.

   

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4. 4

   Enter opening balances

   If people have days left from before TinERP, add them on each employee's page: in the Leave card select Adjust, add the days and give a reason such as "Opening balance".