Supporting documents can be made mandatory for specific leave types to ensure compliance and proper record-keeping. This setting allows you to define when employees are required to upload documents while applying for leave.
Access Requirement: Only employees with HR Admin access can update leave type settings.
Navigation Path
Main Menu → Settings → Leaves → Leave Types
Enable Supporting Documents for 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: Select the Leave Type
From the Leave Types list, click the leave type you want to update.
Click the Edit button.
Step 3: Enable Supporting Documents
Under the Plan Limit section, locate the option Enable Supporting Document.
Select the checkbox to enable this option.
Choose the number of days after which supporting documents will be required.
Step 4: Save the Changes
Click Save Leave Type to apply the updated changes.
What Happens After Enabling This Configuration
Employees will be prompted to upload supporting documents when applying for the selected leave type.
Supporting documents will become mandatory based on the configured number of days.
Leave requests without the supporting documents cannot be submitted by any employee.
Important Notes
This setting applies only to the selected leave type.
Ensure the leave type is assigned to a Leave Group for employees to see the updated requirement.
Best Practices
Clearly define which leave types require supporting documents (e.g., Sick Leave).
Align document requirements for leave types with HR policies and local business compliance rules.
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