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Menstrual Leave

Who this is for: System administrators with 'System Admin' role permissions.

Overview:
This guide explains how to configure Menstrual Leave in the system, including creating a dedicated entitlement and absence type.

How Menstrual Leave Works:
Menstrual Leave allows employees to book time off for health-related reasons, with optional doctor’s note requirements. Entitlements can be set to accrue monthly, and absence types ensure deductions are tracked correctly.

How to Set Up Menstrual Leave:


Create a New Entitlement:

  1. Go to Admin Tools > Admin Panel.
  2. Select Global > Entitlements.
  3. Click + Add New Entitlement.
  4. Set the entitlement pot name, click Save
  5. Click Edit on the newly created pot
  6. Click Edit on the element within the pot - disable globally if needed (enable only for specific users).
  7. Under List of entitlement accrual rules, add a monthly rule (e.g., 3 or 5 days at month start).
  8. Set a cap allowance (e.g., 3/5 days) to prevent over-accrual.
  9. Click Save at the top.


Create an Absence Type:

  1. Navigate to Global > Absence Types.
  2. Click + Add New Absence Type.
  3. Name it (e.g., "Menstrual Leave").
  4. Under Affected Entitlements, select the entitlement created earlier.
  5. In Attachment Settings, enable Mandatory Attachments if doctor’s notes are required (e.g., for Spain).
  6. Adjust other settings as needed.
  7. Click Save.


Additional Information:

  • Key Terms:
    • Entitlement Accrual Rule: Determines how leave days are allocated (e.g., monthly).
    • Cap Allowance: Limits maximum accrued days.
  • Permissions: Requires 'System Admin' role.
  • Tip: Disable the entitlement globally and enable per-user if not company-wide.
  • Reminder: Template-level settings override Global settings.
  • Search Tip: Use the platform’s search function to quickly find "Entitlements" or "Absence Types."

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