{"id":6704,"date":"2021-04-26T08:51:04","date_gmt":"2021-04-26T08:51:04","guid":{"rendered":"https:\/\/portal.workdo.co\/en\/?post_type=ufaq&#038;p=6704"},"modified":"2022-01-14T07:42:01","modified_gmt":"2022-01-14T07:42:01","slug":"1017","status":"publish","type":"ufaq","link":"https:\/\/portal.workdo.com.cn\/en\/ufaqs\/1017\/","title":{"rendered":"The Leave Pro tool setup."},"content":{"rendered":"<p><span style=\"color: #aaaaaa;\">FAQ-ID\uff1a1017<\/span><br \/>\n<span>Leave Pro is a powerful leave management tool. It allows your team to apply and approve leaves online whilst the system will dole out, deduct and carry over leaves based on user-defined rules that save the HR personnel the troubles any additional manual labor.<\/span> Leave Pro offers various comprehensive leave reports and the semi-automated system minimizes manual errors making it the best employee leave management tool that is sure to satisfy any team.<\/p>\n<p>Leave Pro is connected to some of the settings in the HR tool, so please use the <a id=\"faqs-link\" href=\"https:\/\/www.workdo.co\/Info\/DocsUserGuideLvs\/en\" target=\"_blank\" rel=\"noopener noreferrer\">manual<\/a> to set up Leave Pro for the best experience possible! <!--more--><\/p>\n<p>Before you begin, please make sure that you have completed the the setups in <a class=\"ewd-ufaq-post-margin\" id=\"faqs-link\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1019\/\" target=\"_blank\" rel=\"noopener noreferrer\">Start WorkDo in 5 steps<\/a> and <a class=\"ewd-ufaq-post-margin\" id=\"faqs-link\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1151\/\" target=\"_blank\" rel=\"noopener noreferrer\">The HR tool setup<\/a>.<br \/>\n&nbsp;<br \/>\n<img loading=\"lazy\" class=\"alignnone wp-image-7178 size-full\" src=\"https:\/\/portal.workdo.co\/wp-content\/uploads\/2021\/04\/HR.png\" alt=\"\" width=\"1363\" height=\"763\" data-wp-pid=\"6437\"><\/p>\n<p style=\"text-align: center;\">\u2502 Be sure to complete the 7 important settings that are tied to the Leave Pro tool.\u2502<\/p>\n<p>&nbsp;<\/p>\n<p style=\"text-align: center;\"><img loading=\"lazy\" class=\"alignnone wp-image-7179 size-full\" src=\"https:\/\/portal.workdo.co\/wp-content\/uploads\/2021\/04\/leave-pro-procedure.png\" alt=\"\" width=\"1363\" height=\"765\" data-wp-pid=\"6705\"><\/p>\n<p style=\"text-align: center;\">\u2502<a id=\"faqs-link\" href=\"https:\/\/www.workdo.co\/Info\/DocsUserGuideLvs\/en\" target=\"_blank\" rel=\"noopener noreferrer\">WorkDo Leave Pro Tool Manual<\/a> \u2502<\/p>\n<p>&nbsp;<br \/>\nYou may configure the settings using the web version of WorkDo if you role in the Leave Pro tool is HR Staff.<\/p>\n<div class=\"secondary\">\n<h5>Leave Pro Tool Settings<\/h5>\n<div class=\"icon\">Plan\uff1a<span class=\"disable\">Free<\/span><span class=\"active\"><a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/pricing\/\" target=\"_blank\" rel=\"noopener noreferrer\">Paid<\/a><\/span><\/div>\n<div class=\"icon\">Permission\uff1a<span class=\"disable\">Member<\/span><span class=\"disable\"><a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1064\/\" target=\"_blank\" rel=\"noopener noreferrer\">Workplace admin<\/a><\/span><span class=\"active\"><a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1116\/\" target=\"_blank\" rel=\"noopener noreferrer\">Tool admin<\/a><\/span><\/div>\n<div class=\"icon\">Tool Role\uff1a<span class=\"disable\">Employee<\/span><span class=\"active\">HR Staff<\/span><\/div>\n<div class=\"icon\">Interface\uff1a<span class=\"disable\">App<\/span><span class=\"active\">Web<\/span><\/div>\n<p>&nbsp;<br \/>\n<b>STEP 1 \u2502 Configuration<\/b><br \/>\nTo save time, you may set the default values for all leave types in the General Settings, then each new type of leave will inherit the default values that can be adjusted as per your company policies.<\/p>\n<ul>\n<li><b>Schedule<\/b><br \/>\nSet the default leave value, how many leave days qualifies as long leave, advanced notice, reminder trigger, etc.<\/li>\n<li><b>Carryover Balance Settings<\/b><br \/>\nSet whether employees are allowed to carry over unused leave into the next calendar year and related settings.<\/li>\n<li><b>Leave Time Balance<\/b><br \/>\nSet whether employees are allowed to post-apply leaves in case of emergencies.<\/li>\n<li><b>Privacy<\/b><br \/>\nSet whether leave types and comments are hidden from other members in the leave overview.<\/li>\n<\/ul>\n<p>&nbsp;<br \/>\n<b>STEP 2 \u2502 Leave Type<\/b><br \/>\nLeave Type controls each leave&#8217;s detailed settings, including eligibility and grant rules.<\/p>\n<ul>\n<li><b>Detail<\/b><br \/>\nThis section offers the general rules of the leave type, such as checking whether the deputy is also on leave at the same time, how unused leaves are being carried over into the next calendar year, default quota, paid or unpaid leave, etc.<\/li>\n<li><b>Eligibility<\/b><br \/>\nThe eligibility determines who are offered this type of leave. It may be gender specific, department specific or by employees&#8217; tenure.<\/li>\n<li><b>Auto Grant<\/b><br \/>\nThis section determines whether the system will automatically grant employees leaves based on the time and set rules.<\/li>\n<\/ul>\n<p>&nbsp;<br \/>\n<b>STEP 3 \u2502 Adjust Employee Balance<\/b><br \/>\nPlease note, once all leaves have been created, the HR Staff must manually set the leave balance or unused leave days for all employees before bringing Leave Pro online.<\/p>\n<ul>\n<li><b>Balance Calculation<\/b> \u2502 All employees will be given the appropriate amount of leave days in accordance with the rules you set, you may use the Balance Calculation to see whether verify employees&#8217; leaves are correct.<\/li>\n<li><b>Employee Balance<\/b> \u2502 You may use the Employee Balance to individually adjust the leave days of a particular employee or use the Import Employee Balance to adjust multiple employees&#8217; leave days.<\/li>\n<\/ul>\n<p>&nbsp;<br \/>\n<b>STEP 4 \u2502 Absence Reminder<\/b><br \/>\nOnce in a while, employees may have forgotten or been unable to file leave requests due to unforeseen circumstances, Leave Pro offers an absence reminder to remind employees to file a proper request in the system.<\/p>\n<\/div>\n<p>&nbsp;<\/p>\n<div>\n<h5><img src=\"https:\/\/portal.workdo.co\/wp-content\/uploads\/2018\/07\/ic-price-lightning-yellow-24.png\">Reminder<\/h5>\n<ul>\n<li>The deputy setting in the HR tool plays a big role in whether employees are able to apply for leaves, please refer to the <a id=\"faqs-link\" href=\"https:\/\/www.workdo.co\/Info\/DocsUserGuideHrs\/en\" target=\"_blank\" rel=\"noopener noreferrer\">HR Tool Manual<\/a>.<\/li>\n<li>For detailed information and tutorials please refer to the Leave Pro Tool Manual below!<\/li>\n<\/ul>\n<p><a id=\"faqs-btn\" href=\"https:\/\/www.workdo.co\/Info\/DocsUserGuideLvs\/en\" target=\"_blank\" rel=\"noopener noreferrer\">Leave Pro Tool Manual<\/a><\/p>\n<\/div>\n<div class=\"secondary\">\n<h5>Relevant Questions<\/h5>\n<p><a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1032\/\" target=\"_blank\" rel=\"noopener noreferrer\">Employees apply for leaves?<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1078\/\" target=\"_blank\" rel=\"noopener noreferrer\">Employees\u2019 leaves don\u2019t add up? How do I fix them?<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1113\/\" target=\"_blank\" rel=\"noopener noreferrer\">Why do I have limited tool access?<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1151\/\" target=\"_blank\" rel=\"noopener noreferrer\">The HR tool setup.<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1152\/\" target=\"_blank\" rel=\"noopener noreferrer\">HR Settings for New Employees.<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1172\/\" target=\"_blank\" rel=\"noopener noreferrer\">What\u2019s the difference between \u201cLeave\u201d and \u201cLeave Pro\u201d?<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1117\/\" target=\"_blank\" rel=\"noopener noreferrer\">Understand your tool role and what it does.<\/a><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>FAQ-ID\uff1a1017 Leave Pro is a powerful leave management tool. It allows your team to apply and approve leaves online whilst the system will dole out, deduct and carry over leaves based on user-defined rules that save the HR personnel the troubles any additional manual labor. Leave Pro offers various comprehensive leave reports and the semi-automated<a href=\"https:\/\/portal.workdo.com.cn\/en\/ufaqs\/1017\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":18,"comment_status":"closed","ping_status":"closed","template":"","ufaq-category":[900],"ufaq-tag":[1050,1044,1051,1043,1046,1045,1032,1041,1029],"_links":{"self":[{"href":"https:\/\/portal.workdo.com.cn\/en\/wp-json\/wp\/v2\/ufaq\/6704"}],"collection":[{"href":"https:\/\/portal.workdo.com.cn\/en\/wp-json\/wp\/v2\/ufaq"}],"about":[{"href":"https:\/\/portal.workdo.com.cn\/en\/wp-json\/wp\/v2\/types\/ufaq"}],"author":[{"embeddable":true,"href":"https:\/\/portal.workdo.com.cn\/en\/wp-json\/wp\/v2\/users\/18"}],"replies":[{"embeddable":true,"href":"https:\/\/portal.workdo.com.cn\/en\/wp-json\/wp\/v2\/comments?post=6704"}],"wp:attachment":[{"href":"https:\/\/portal.workdo.com.cn\/en\/wp-json\/wp\/v2\/media?parent=6704"}],"wp:term":[{"taxonomy":"ufaq-category","embeddable":true,"href":"https:\/\/portal.workdo.com.cn\/en\/wp-json\/wp\/v2\/ufaq-category?post=6704"},{"taxonomy":"ufaq-tag","embeddable":true,"href":"https:\/\/portal.workdo.com.cn\/en\/wp-json\/wp\/v2\/ufaq-tag?post=6704"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}