General

Configuring Allowances As an administrator you can configure a user allowance on the Allowances & Work Pattern tab of their Employee details page or you can edit a single user or multiple users simultaneously on the Event Types And Allowances page. Configuring On The Event Types And Allowances Page Configuring allowances on the Event Types And

How Is Billing Information Processed? We provide a number of different payment options. The simplest and easiest for customers wanting to subscribe to a standard plan and wishing to pay monthly by Debit or Credit card is to use our third party provider Recurly. These subscriptions can then be managed via the web app directly

Tracking Appointments In LeaveWizard LeaveWizard can be used to track appointments as well as leave and absence. Appointments, such as training or meetings, can be considered as a leave event that is not allowanced and does not require approval. They would also be excluded from restrictions that limit the maximum number of users off or

How To Include Days In The Allowance Some companies include Public Holidays in the allowances allocation of their staff so they need to be deducted from the allowance as leave days. Similarly some companies have closure periods during which staff again need the days deducted from their allowance as leave days. For both of these

The LeaveWizard API For Partners LeaveWizard provides a customer accessible public Application Programming Interface (API) to allow external applications to get information, such as a list of employee events (leave and absence requests) from LeaveWizard. This article explains how a LeaveWizard partner or third-party can setup and test the API. Registering A Partner API Client

Visibility Of Users, Allowances And Events Companies have varying requirements with regards the display of leave and allowance information of their users. Although some want all users to see the availability of their colleagues, others prefer to hide what they consider sensitivity information. With LeaveWizard you can control which colleagues a user can see and

Setting The Leave Year In LeaveWizard the company leave year does not have to be the same as the calendar year and run from 1st January to 31st December although this is the initial setting. As an administrator you can change the company leave year which will be used as the default leave year for

How To Restrict Users From Editing Events Sometimes you may want to stop users from editing their requests. Normally, they will be able to edit requests up until they expire. If the event needs approval then the original approval, if it exists, will be cancelled and the new edited event sent for approval. The approver

Check If Managers Are Approving Requests Despite everyone’s best efforts sometimes approval requests are overlooked which can impact staff morale. Although, if a leave request expires (the requested date has passed) and no approval has been given the request is deemed to be passively approved, it is advantageous to ensure all are actively approved promptly.

Mandating Leave Requests In Advance Some companies prefer to have advance notice of user leave to help them manage their human resources effectively. They therefore impose restrictions on requests so that they must be made a number of days or weeks in advance. This can be achieved on LeaveWizard by ticking the ‘Must be requested