To add a new leave type on oneHR, start by clicking on the Admin option from the main left-hand side menu.
Within the Admin section, you will see an option entitled ‘Leave Calendar’. When clicking on this option you will find the option to create a new leave type, along with a list of pre-existing leave, absence, and record types.
When setting up a new leave type you will be asked to fill in some information, this will be:
The leave type name – How it will appear to employees booking leave.
The leave type – whether it is a Leave, an Absence, or a Record (See Below)
Whether a Return to Work form/meeting is required at the end/conclusion of the leave or absence
The colour – This is how the leave will appear visually in the calendar, making it easier to differentiate between leave, absence, and record types.
Whether or not it is deductible – This will determine if it is deducted from an employee’s leave entitlement or not.
Whether it affects the Bradford Factor score or not – This will impact what Absence is factored into this calculation. (If relevant to your business)
Whether it requires approval – If no approval is required, leave can be added to the calendar directly when no authorisation is required from a manager or admin.
There are three types to choose from when creating a new leave type, each offering a unique function. These three types are:
Leave – Leave types will allow employees to request time off for the likes of annual leave. Leave types can be deductible or non-deductible and you can determine whether or not approval is required when employees are submitting requests.
Absence – Absence types are accompanied by the ability to enable automation of the retrieval of sicknotes as well as the completion of an in-system return to work form. These types will be automatically included when running an absence report.
Record – Records allow employees working in days to book shorter instances of leave. For example, an employee working in days would be able to submit a shorter request in hours for the likes of an appointment. It could also be used to track and record lateness.
Once you have configured these settings, you are then able to add your new leave, absence, or record type. Once added, this option will now appear as an option when an employee, admin or manager is adding leave via the calendar.