Create and manage Leave Types
This article explains how to create and manage leave types in Zenoti. Leave types categorize the kinds of time off available to employees, such as Sick Leave, Vacation Leave, or Unpaid Leave.
Overview
Leave types are the building blocks of leave policies. Before you create a leave policy, define the leave types your business needs. Each leave type includes a name and a payroll code that maps it to your payroll system.
Watch video: Leave Types
Prerequisites
Before you begin, ensure the following:
Leave Management is enabled for your organization.
You are assigned a role with Leave Types – Add, Edit, and Delete permissions.
Note
This feature is currently in beta and can be enabled only by the Zenoti product team.
View existing leave types
Follow these steps to view leave types:
Click Employees from the left side main menu.
Go to Leave Management > Leave Types.
The Leave Types tab displays:
Leave type name: The name of the leave category.
Payroll Code: The code mapped to the leave type (for example, PTO, Sick, Paid Holiday).
Mapped Leave Policy Name: The policies to which the leave type is currently mapped.
Create a leave type
Follow these steps to create a leave type:
Navigate to Employees > Leave Management > Leave Types.
Click Add Leave Type.
Enter the leave type name.
From the Payroll Code dropdown, select an option.
Click Add.
Delete a leave type
Follow these steps to delete a leave type:
Navigate to Employees > Leave Management > Leave Types.
Hover on the leave type you want to delete.
Click Delete.
Read the confirmation prompt and confirm the deletion.
Note
You can only delete a leave type if it is not associated with any leave policy. Remove the leave type from all associated policies before deleting it.
Term | Description |
Leave Type | A category of time off, such as Sick Leave, Vacation Leave, or Unpaid Leave. |
Payroll Code | A code that maps the leave type to the payroll system for accurate payroll processing. |
Mapped Leave Policy | The leave policy or policies to which a leave type is currently assigned. |