Once you have added leave types, you can assign them to your employees. An allocation is needed to receive the budget. In it, you set (for example) from when someone gets leave, and how many hours should be allocated.
There are two options:
Have you added a new leave type or changed the basic way of calculation and want to add it to several employees at once?
Then follow: A - Assign leave in bulk
Have you added a new employee and want to set up leave for this person in one go?
Then follow: B - Assign per employee
A - Assign leave in bulk
You can easily assign a specific leave type to multiple employees. This is useful if you have created a new leave type and want to assign it to multiple employees at once.
Go to Leave > Leave types
At the desired leave type, click the 3 bullets and then choose "Assign" from the options that appear.
Select a date when you want to assign the leave type.
Select employees to whom you want to assign the leave type. You can (if the leave type supports it) enter how many hours each employee should receive.
The final step: click on "Assign".
B - Assign per employee
It is also possible to assign multiple leave types to a colleague at once. This is useful when you have added a new employee to HoorayHR and want to set up leave in one go.
Navigate to the respective employee's profile.
In the profile, select the 'Leave' menu item.
Select the '+ Leave type' option.
Select a date as of when you want to assign the leave types.
Select the leave types you want to assign to the employee.
You can (if the leave type supports it) enter how many hours he or she should receive for each leave type.
The final step: click on "Assign".
