Note: Only Admins and Super Admins can Customise Default leave settings

There are four default types of time off in CharlieHR and they each come with some default settings that cannot be edited.

You have Holiday which defaults to being deductible, and Sick, Compassionate and Parental, which all default to being non-deductible, and you can find them by heading to Time->Settings and scrolling to the 'Time Off Types' section -> Default types will be on the left hand side.

If you'd like to adjust the settings relating to these types of time off, you can do so by clicking the pencil icon next to the type you'd like to adjust.

You can choose whether to make them require approval, meaning you get to decide whether or not a team member doesn't need to wait for approval, or you can mark them as sensitive, meaning that only super admins, admins, and the team member's line manager and team leader will see the time off type. If sensitive settings have been selected, all other users will simply see the individual as 'Away'.

Lastly., you have the option to assign a custom allowance to these leave types, so if you have a 7 day sick leave allowance or 5 day compassionate leave allowance, you can assign those leave types a limit.

Those allowances can be set through the Leave policies in which you have included the leave type in. This means that one policy can have a sick allowance of 5 days while a second policy can have a sick allowance of 10 days.

Note: Holiday leave cannot be marked as sensitive, and you won't be able to change the 'deductible' option for the default leave types. This is to prevent miscalculations of leave allowances.

If you change a leave type to sensitive, this will apply to all historical records relating to that leave type.

For any pending leave requests, if auto approval is enabled before the request is approved, the request will still require manual approval.

Reports are only Available to Admins and Super Admins, and since these permissions have visibility of the leave type regardless of the sensitive settings, reports will be able to pull through the leave type information.