How to Manage Leave Types

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.

Overview of the Leave Types Page and Available Actions

On the Leave Types page, you’ll find a list of all your existing leave types. Here are the main features and actions you can take:

Search Leave Types

Use the search bar at the top to quickly find a specific leave type by typing its name.

Filter Leave Types

Click the filter option to display only Active or Inactive leave types, helping you focus on the ones you need.

Create a New Leave Type

Click the ''Create'' button in the top-right corner to add a new leave type. This opens a form where you can enter the name, select an icon, and set its status.

Edit a Leave Type

To update an existing leave type, locate it in the list and click the three dots on the right side of its row.
Select ''Edit'' from the dropdown menu, then update the details such as the name or icon. When finished, click ''Save'' to apply the changes.

Delete a Leave Type

If you need to remove a leave type, click the three dots on the right side of the corresponding row and select ''Delete''. Confirm the deletion to permanently remove the leave type from your system.

Disable a Leave Type 

To make a leave type inactive, go to the Leave Types page, find the leave type you want to update, click the three dots, and select ''Edit''. Then, turn off the ''Active'' toggle and click ''Save''.

This will stop the leave type from being available for new time off requests but keep existing records unchanged.

By using these tools, you can efficiently manage leave types and ensure your staff absence records remain clear, accurate, and up to date.