Who this guide is for: System administrators. Requires 'System setup' permission.
Overview:
This guide explains how to configure Flex Leave (buying/selling holiday entitlement) after the feature has been enabled by edays Support.
This part of the system can be renamed to what is more convenient - please let edays Support know if you would like it named differently.
How to Configure Flex Leave:
For Buying Holiday:
- Navigate to Admin Tools > Admin Panel > Global > Entitlement requests types
- Click + Add New
- Configure settings as intended - Name, Description, Time unit, etc.
- Buying Holiday Min/Max configuration:
- Minimum: 1 day
- Maximum: policy maximum - usually 5 days
- Selling Holiday Min/Max configuration:
- Minimum: policy maximum - usually -5 days
- Maximum: 0.01 (sell requests must be negative values)
- Set Minimum to 1
- Set Maximum according to policy
- Buying Holiday Min/Max configuration:
- Click Save
- Click Edit on the new type
- Review/adjust additional settings as needs be
- Click Save
Additional Information:
- Key Term: Flex Leave - System for buying/selling holiday entitlement
- Prerequisite: Contact edays Support to enable Flex Leave/Buy and sell first
- Requires 'System Admin' role with required permissions
- Best Practice: Set clear min/max values aligned with company policy
- Warning: Selling configurations must use negative values while buying configurations must use positive values
- Reminder: Additional settings become available after initial save