How to Create a Leave Type
In this article, we’ll walk you through the steps on how to create leave types in Pabau, helping you organise staff absences like holidays, sick leave, and training days with ease.
Step 1: Navigate to Leave Types
Start by logging into your Pabau account. Once you're in, click on Setup in the left sidebar menu, then click on Objects under "Developer and Other", and select Leave Types.
Step 2: Create a Leave Type
Once there, click the “Create” button in the top-right corner.
-
Enter a name for the leave type (e.g. Holiday, Sick Leave, Training).
-
Select an icon that best represents the leave type.
-
Make sure the ‘'Active'’ toggle at the bottom is switched on.
Finally, click ‘'Create'’ to save your new leave type.
NOTE: Leave types created here will be available when assigning time off to staff members. Make sure the name and icon clearly represent the purpose, as this will help when viewing the calendar and reports.
By following these steps, you’ll be able to create leave types in Pabau, helping you clearly categorise staff absences and keep your schedule organised.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.