1. First, make sure you are logged into Humi as an Admin. Now look over at the left navigation bar and click on "Time Off".
2. You will now be on the "Time Off Overview" page. Click on the third tab called "Leave Types".
3. Here you can see all of the leave types that you have made already. You can also add a leave type by clicking on the blue + button in the right of the page. Click on it now to setup a leave type.
4. Now let's start setting up a leave type. Give the leave type a name, and a display name. The difference between them is that the leave type name is only seen by admins while the display name is seen by employees.
5. Next, give it the colour of your choice. Note that this is not required, so you can skip this step if you want to.
6. Next, decide if you want the leave type to be requestable or not.
7. After you have chosen if the leave type will be requestable or not, pick the visibility of the leave type.
8. Now decide if you want the leave type to be approved automatically. Most people choose "no" here and use an approval flow instead. If you pick "no" on approve automatically, you have to pick an approval flow. If you pick "yes", skip step 9.
9. Pick an appropriate approval flow. If you have not made one yet, go to How to Set Up Approval Flows.
10. Now pick if a leave type accrues or not. If it accrues, employees earn time off based on time worked at the company. If a leave type does not accrue, employees can request as much time off as they wish, but it must still be approved according to the approval flow. When you are done this, click the blue next button in bottom corner. Skip steps 11-20 and 22-23 if you choose "no" for accruals.
11. We are now on the accrual information page. First input the number of days accrued annually.
12. Now put the accrual start date. This is the date in the year of hiring on which accruals should start. Note: This should almost always be the employee hire date.
13. Pick an accrual frequency. This is how often accruals are given to employees. You can pick weekly, bi weekly, semi-monthly, monthly, quarterly, or annually.
14. Pick whether employees receive their accrual at the beginning of the accrual period (before they have earned it) or at the end of the accrual period. "Yes" means they receive it upfront, and "No" means they do not.
15. Pick a waiting period, which is the number of days after which employees are able to request time off. This option is used to prevent requests during a probationary period. Note: usually 0, 30 or 90 days.
16. Pick whether you are going to allow employees to request time off that would result in a negative balance on the day of the leave.
17. Pick a carryover policy you want either: set a cap, reset to 0, or carryover all. If you picked set a cap do step 16, otherwise skip step 16.
18. Set a maximum number of days that can carryover in the next accrual year, for example if you get 30 days, you can carryover 15 days. Then set the number of days after which those carryover days expire, for example 180 days later those 15 carryover days will expire.
19. Next set a carryover date. Note: Most people set the carryover date to the New Year.
20. Lastly, decide if there is an increase with seniority, which means employees accrue more time off after working at the company for a set number of years. Click Yes or No. If you chose "No", skip step 21.
21. Click the blue next button.
22. Fill out the seniority increase form, and add increases if you need to.
23. Click the blue complete button.
24. You will now see a page with all the basic information of the leave type.
Congratulations! You have now created a leave type.