Unit 10 - Leave

In Unit 10, we will focus again on an HR topic and collect information about your leave systems and policies. We have two items to review in this Unit: Email Templates and Types. You can add these to the provided spreadsheet "Kompass_Configuration and Business Processes.xlsx".

Types

Contractually speaking, your organization probably has numerous types of leave from common vacation/annual leave to parental leave, volunteering, jury duty, bereavement, sick leave, etc. There are already several examples in the spreadsheet, and you can decide which to keep. You will also need to define which of those types of leaves will deduct days from the employees' accrued days.

Email Templates

When an employee is requesting a leave, they will receive an email notification, as will their manager. Again, when the leave is approved, an email will be sent to both parties. There is an option to send an email when a leave is denied, however, we recommend that users communicate directly with their employees prior to denying a leave request. The parties will receive the email shown below outlining the details of the request.

Link: {{ base_url }}/leave/{{ leave.id }} 
Name: {{ user.first_name }} {{ user.last_name }}
From: {{ leave.start|date }}
Until: {{ leave.end|date }}
Working days: {{ leave.days }}
Reason: {{ leave.details }}
Contact: {{ leave.contact }}

However, you can amend those emails if desired.

Let's finish with our configuration with our very last unit:

Unit 11 - Expenses