Leave Types define the different kinds of leave employees can apply for (e.g., Annual Leave, Sick Leave). Once created, a leave type must be assigned to a Leave Group for employees to see and apply for it.
Access Requirement: Only employees with HR Admin access can create, edit, or delete leave types.
Navigation Path
Main Menu → Settings → Leaves → Leave Types
Create a Leave Type
Step 1: Access Leave Types
Log in to your Yomly account using your dedicated business URL.
Navigate to Main Menu → Settings → Leaves → Leave Types.
Step 2: Add a New Leave Type
Click Add Leave Type at the bottom of the page.
Enter the following details:
Leave Type Name
Category
Working Pattern
Approval Pipeline
Enable the applicable:
Settings
Entitlements
Plan Limits
Click Save Leave Type.
Step 3: Assign the Leave Type to a Leave Group
⚠️ Important: Employees will only be able to apply for a leave type once it is assigned to a Leave Group
Go to Leave Groups.
Edit the relevant leave group.
Add the newly created leave type.
Save the changes.
Edit a Leave Type
From the Leave Types list, click the leave type you want to update.
Click Edit.
Apply the required changes.
Click Save Leave Type.
Delete a Leave Type
From the Leave Types list, click the leave type you want to remove.
Click Delete.
Select Yes on the popup window to confirm the leave deletion
Important Notes
Only HR Admins can remove a leave type from a Leave Group.
Once a leave type is deleted or removed from a leave group, employees will no longer see it in the list of leave options.
Deleting leave types may impact historical leave data and reporting.
If a leave type is no longer required, consider removing it from leave groups instead of deleting it.
Best Practices
Use clear and consistent naming conventions for leave types.
Always assign new leave types to the correct leave groups.
Review approval pipelines before enabling a leave type.
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