How to Create/Manage Leave Groups

 

Creating Leave Groups helps consolidate different leave types into a single group for different employees.

This ensures accurate leave types option availability across your business.

Access Requirement: Only employees with HRAdmin access can create, edit, or delete leave groups


Navigation Path

Main Menu → Settings → Leaves → Leave Groups


Create a Leave Group

Step 1: Access Leave Groups

  1. Log in to your Yomly account using your dedicated business URL.

  2. Navigate to Main Menu → Settings → Leaves → Leave Groups.


Step 2: Add a New Leave Group

  1. Click Add Leave Group.

  2. Enter a Leave Group Name.

  3. Select the appropriate Public Holiday Calendar.

  4. Add all applicable Leave Types.

  5. Click Save Leave Group.


Edit a Leave Group

  1. From the Leave Groups list, click the leave group you want to update.

  2. Click Edit.

  3. Apply the required changes.

  4. Click Save Leave Group.


Delete a Leave Group

  1. From the Leave Groups list, click the leave group you want to delete.

  2. Next to the edit option, you see the delete button. Clicking Delete button will delete the leave group.


Important Notes

  • We recommend not deleting leave groups as they may be assigned to employees and deleting any leave groups also remove compliance and audit history related to employee leave records.

  • Editing employee records after deleting a leave group may result in unexpected system behavior.


Best Practices

  • Use clear and consistent naming conventions for leave groups.

  • Review employee assignments before making changes.

     


 

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