Company Event Types

LeaveWizard allows you create as many different company specific event types as you like. There are six different global types of event based upon which you can configure your own company specific events. The criteria for each of these global types is detailed in the table below, you will need to select the one that your own event falls into, and specify it as this type when setting up your company event.

Name	Description	Is Company	Requires Approval	Is Paid	Is Time Off	Is Sickness	Is Allowanced
Company leave	Typical events of this type would be a Christmas shut down period or any other time that the company may shut down and therefore is a compulsory holiday – this event type cannot be booked by employees	Yes	No	Yes	Yes	No	Yes
Company event	This might be something like a conference or event where it is useful for employees of the company to know that the event is taking place but this does not prevent them from taking holiday on those dates – this event type cannot be booked by employees	Yes	No	No	No	No	No
Holiday	The standard type of event used for employees to book holiday, this event type requires approval	No	Yes	Yes	Yes	No	Yes
Sickness	The standard type of event used for employees to book sickness or any other kind of absence that is not holiday	No	No	Yes	Yes	Yes	Yes
Unpaid leave	This event type can be requested by employees and approved by managers when they may have run out of regular holiday allowance	No	Yes	No	Yes	No	Yes
Event	Use this event type for things like “Working from home” or “Meeting” or any other type of event that does not require approval and does not have a related allowance	No	No	No	No	No	No

How do I create my own company event types?

First you need to be logged in as an administrator user. Then please follow these steps:

1. Navigate to the correct page by following the ‘Administration’ link from the left sidebar as shown in the screenshot below.

2. You will then be taken to the Administration Setup screen and you should see a similar view to the one below. Please follow the ‘Customise Event Types’ link as shown in the screenshot.

3. Here you will be able to view the list of event types already recorded. If you have just opened your account then you will see the global event types, similar to the image below. Let’s now add a new type.

4. Click ‘New Company Event Type’. You should now be able to see the Event Type Details form which lets you create your customised event type. See screenshot below.

5. As you can see on the screenshot you will need to specify name, choose type*, enter payment percent (which will be 100% except for leave types where employees are paid a percentage of their wage, such as maternity leave) and default allowance (which allows you to specify how many days of this company event type each employee should receive per year). You will also need to choose a colour that will be used when displaying events of this type on leave charts or reports. When you’re ready click ‘Submit’ and this will save the changes and will take you back to the list of company event types.

*As detailed at the beginning of this section, each company event type that you set up will also need to be allocated to one of the LeaveWizard global ‘types’. This allows the system to record whether the new company event type you are creating will be paid time off, whether it will remain bookable time for employees or is public holiday and so on. You may find the table at the start of this section helpful in deciding which global type to assign to your new company event type.

How do I edit existing company event types?

First you need to be logged in as an administrator user. Then please follow these steps:

1. Navigate to the correct page by following the ‘Administration’ link from the left sidebar, then click ‘Customise Event Types’. This will take you to the list of already defined event types. Locate the entry you would like to edit and click ‘Edit’ as shown in the screenshot below.

2. Clicking ‘Edit’ will navigate to the Event Type Details page which will allow you to modify any of the company event type properties – see the screenshot below.

3. Once you are ready click ‘Submit’ and your changes will be saved. If you would like to navigate without saving either click Cancel or click another link on the page.