Set up leave types and balances
Choose the kinds of leave your company gives, how many days a year each person gets, and which ones are unpaid.
Leave types are the kinds of leave people can take, such as annual, sick or unpaid leave. Each one has a number of days a year, and Owlvix keeps every employee's balance for you.
Steps
-
Open the Leave types tab. In HR Management, click Leave types. You start with Annual leave (21 days), Sick leave (10 days) and Unpaid leave (no limit).
Open Leave types -
Add a type. In Add a leave type, type the Name and the Days a year. Leave the days empty for no limit. Untick Paid when the salary is reduced for these days.
Name and days a year -
Click Add type. It is added to the list and to every employee's balance straight away.
Click "Add type" -
See an employee's balance. Open someone from Employees. Leave in 2026 shows the days left of each type out of the yearly allowance. Approved leave comes off it.
The leave balance
Note Unpaid leave has no balance. Approved unpaid days are taken off the salary in that month's pay run.
Good to know
- Balances are per calendar year and start again on 1 January.
- A type can be removed only while no leave uses it.
- Waiting requests show what is left of that type, and warn you with not enough when the balance is short.