Getting Started With LeaveWizard All users of LeaveWizard are assigned a role, either Administrator, Manager or Employee when they are added to the system. This is done by a user with the role of Administrator in the user’s company. The role can be changed at a later date and depending on their role, they will …
When Your Trial Ends The LeaveWizard trial subscription is fully functional, the only difference is that you, as the administrator, will get a message band between the main and sub menu notifying you when your trial will end with a link to the page to choose a plan. When the trial ends the message displayed …
Subscription Details An administrator can manage their company subscription details from the user menu. This is accessed via the ‘Head’ icon on the far right hand side of the Dashboard main menu and provides Subscription Details as an option in the drop down menu. This menu item takes you to the Account Details page where …
Company Settings In Depth In this article, we will discuss the options available on the Company settings page. These settings are either default values that can be changed on other pages, e.g. Should Team Leaders be the 1st level approver for members of their team or organisation wide settings like enabling Outlook Integration. We will …
Approver Setup The Approver setup page allows an administrator to specify who approves leave and optionally overtime for which users. Event Types Approver Setup Up to three approvers can be selected for leave requests. Only Line managers and Administrators can act as approvers. If no approver is selected then the leave request will be …
Employee Details & Joiners And Leavers Administrators can access the Employee Details page for any user which allows them to manage key details about that user. The easiest way to access the Employee Details page is from the Dashboard by entering their name in the ‘Search employee’ box. Also clicking their user name when displayed …
Event Types In Depth In this article, we will discuss the options available in the event details page when you edit or create a new event type. Event types can be either leave or absence types. Unlike most other leave management systems, LeaveWizard lets you configure as many leave or absence types as you need, …
Carry Overs Explained If the company allows remaining allowances from one year to be carried over to another then a carry over needs to be performed to do this. It is normally done around the day of the leave year change although it can be done at any time. A carry over is initiated from …
Event Types And Allowances The Event types and Allowances page allows you to view and configure all event types (Leave types and Absence types) for your organisation. The management of these event types is available to Administrators from ‘Configuration’ on the main menu by selecting ‘Event types and Allowances ‘ on the sub menu. When …
Explanatory Notes We recently introduced the ability for users to upload explanatory notes to the LeaveWizard system from both the web app and the mobile app. This article explains how you can set up explanatory note usage on LeaveWizard and how the notes can be tracked and uploaded. Setting Up Explanatory Notes As an Administrator …
