Contents
Index
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Welcome
About PlanMyLeave
Document Conventions
Contacting Support
Automatic Leave Polices and Resets
Workflow for applying for Leave
PlanMyLeave Features
Other Features
Registering, Changing Password and Retrieving Password
Signing Up
Sample Email Received
Password retrieval
The Next Step
Overview of Setting up the System
Before you start
PlanMyLeave Setup Flow Chart
Quick Setup
Items to be setup before using PlanMyLeave
Company Settings
Departments
Holiday Groups
Roles
Adding roles
Assigning permission to roles
Making a copy of an existing role
View Permissions
Adding Users
Personal Details
Contact Details
Work Details
Preferences
Work Pattern Settings
PlanMyLeave Settings
Leave Types and Leave Policies
Leave Types
Adding a Leave Type
Defining Leave Policies
Creating a Leave Policy
Step 1
Step 2
Step 3
Examples
Accessing PlanMyLeave
Personal Calendar
My Settings
Change Password
Dashboard
My Calendar
My Leave Balances
Leave Requests waiting for my Approval
My Past Approvals
My Holiday List
Users on Leave
My Leave Requests
My Overtime Requests
Apply Leave
Notifications
Adjust Leave Balances
Add Adjustment
Apply leave for other users
Editing a Leave Request
Record Overtime
Applying for an Overtime Request
Approving, Rejecting or Canceling Overtime Requests
Leave Requests
Log Late Arrivals
Users
Manage Users
Editing Users
Work Information
Personal Information
Leave Information
Leave Types
Shifts
Notes
Leave Restrictions
Manage Teams
New Team
Assigning Team Members
Quick Add Users
Collaborate
Send Message
New Notification
Manage Notifications
Manage Messages
System Setup
Manage Settings
Company Settings
Leave Management
Enable Overtime Requests
Flexible working hours
Leave Types and Leave Policies for the Company
Custom Fields
Adding Custom Fields
Overtime Types
Add Overtime Type
Locations
Add Location
Attaching leave types to locations
Job Titles
Add Job Title
Hire Types
Add Hire Types
Leave Settings
Calendar Feed
Leave Reminder emails
Leave Reminders
Holiday Reminders
Specifying who approves leave requests
Setting up Approval Paths
Leave Restricted Day
Add Restricted Day
Leave Balance Engine
Manage Security
Network Security
Adding New IP Address
Shifts
Set Shifts
Schedule Templates
User Schedules
Reports
Current Balances
Leave Requests
Manual Adjustments Done
User List
Upload Photo, Change Gender
Adding Photo
Removing Photo
Changing Default Icon
Advanced Permissions Settings
Dashboard Menu
Adjust Leave Balances
Apply leave for other users Permissions
View Employee on Leave Permissions
Leave Requests Permissions
Users Menu
Add Team Permissions
Manage Users Permissions
Calendar Feed Access
Manage Teams
Collaborate Menu
Manage Notifications
Manage Messages
System Setup Menu
Manage Settings
Leave Settings
Manage Security
Shifts Settings
Report Settings
Troubleshooting
Disabling Pop-Up Blockers for PlanMyLeave Site
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