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:
- Go to Admin Tools > Admin Panel.
- Select Global > Entitlements.
- Click + Add New Entitlement.
- Set the entitlement pot name, click Save
- Click Edit on the newly created pot
- Click Edit on the element within the pot - disable globally if needed (enable only for specific users).
- Under List of entitlement accrual rules, add a monthly rule (e.g., 3 or 5 days at month start).
- Set a cap allowance (e.g., 3/5 days) to prevent over-accrual.
- Click Save at the top.
Create an Absence Type:
- Navigate to Global > Absence Types.
- Click + Add New Absence Type.
- Name it (e.g., "Menstrual Leave").
- Under Affected Entitlements, select the entitlement created earlier.
- In Attachment Settings, enable Mandatory Attachments if doctor’s notes are required (e.g., for Spain).
- Adjust other settings as needed.
- 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."