System Configuration - Leave Types
Leave Types
Creating new leave types is carried out in the System Configuration menu.
You can create an unlimited number of leave types in REACH and with each new leave type you have the flexbility to manage a number of variables.
Creating new Leave Types is a simple 4 step process.
General Settings
Name your Leave Request for easy reference and familiarity in your boarding school.
Label is the name for your new Leave Request
Notes Required sets whether there are some mandatory notes required for the leave type.
For some leave types (eg: End of Term return home with air flights) you can require additional information in the notes section from parents such as flight details.
Actors
Actors is what we call the participants that will play a role in the processing of any leave event. These are the people who will be involved in the authorisation process of any new leave type.
In REACH you also get to identify the order in which each person is involved in the process of approval.
Notifications
The Notifications configuration allows you to set how each person involved in the leave type gets notified by REACH.
You can set the notifications method for each stage of the approval process.
Email - Notifications sent via email to user as per address in REACH
SMS Approval - SMS sent to users device
PUSH Notification
Creating new leave types is carried out in the System Configuration menu.
You can create an unlimited number of leave types in REACH and with each new leave type you have the flexbility to manage a number of variables.
Creating new Leave Types is a simple 4 step process.
General Settings
Name your Leave Request for easy reference and familiarity in your boarding school.
Label is the name for your new Leave Request
Notes Required sets whether there are some mandatory notes required for the leave type.For some leave types (eg: End of Term return home with air flights) you can require additional information in the notes section from parents such as flight details.
Actors
Actors is what we call the participants that will play a role in the processing of any leave event. These are the people who will be involved in the authorisation process of any new leave type.
In REACH you also get to identify the order in which each person is involved in the process of approval.
Notifications
The Notifications configuration allows you to set how each person involved in the leave type gets notified by REACH.
You can set the notifications method for each stage of the approval process.
Email - Notifications sent via email to user as per address in REACH
SMS Approval - SMS sent to users device
PUSH Notification
Approving Leave via Push Notifications from Touchline on Vimeo.
REACH Boarding School System - Leave Approval via Push Notification
Overrides
Overrides allow you to set rules or restrictions for the leave type.
Who can apply for the leave type?
You can restrict a leave type to be available only to boarders from a particular year group or any collection of year groups.
This means that only those boarders and their parents will see the leave type as an available leave type when they are creating a leave request in the leave details screen.
Staff members that must be involved ONLY
By default when Leave Approvers are selected as Actors in the leave type then "all" leave approvers will receive notification whenever the leave type is requested. This override allows you to limit who will be notified by specifically selecting the staff names what will be notified.
If you use this override then only the staff on the list will be notified. All other Leave Approvers will not receive any notifications for these leave type events.
Staff members that must be excluded
This override is an alternative to selecting specific staff to receive notifications. This override allows you to select which staff to specifically exclude from the notifications.
Who can apply for the leave type?
You can restrict a leave type to be available only to boarders from a particular year group or any collection of year groups.
This means that only those boarders and their parents will see the leave type as an available leave type when they are creating a leave request in the leave details screen.
Staff members that must be involved ONLY
By default when Leave Approvers are selected as Actors in the leave type then "all" leave approvers will receive notification whenever the leave type is requested. This override allows you to limit who will be notified by specifically selecting the staff names what will be notified.
If you use this override then only the staff on the list will be notified. All other Leave Approvers will not receive any notifications for these leave type events.
Staff members that must be excluded
This override is an alternative to selecting specific staff to receive notifications. This override allows you to select which staff to specifically exclude from the notifications.
Leave Management Module from Touchline on Vimeo.
Related Articles
ARTICLE: Leave Types Configuration
Go To: System Configuration > Leave Types The Leave Type configuration is one of the most important structural settings in Reach. Here, Leave Types are created, cloned and all settings are managed. Also, you can control whether you wish to make ...ARTICLE: System Configurations - Transport Types
Find it: System Configuration > Transport Type Leave Transport Types are the methods used for students to depart and return to campus in their leave requests. You can set an unlimited number of Leave Transport Types and when setting up your Leave ...ARTICLE: General System Configuration
Items in System Configuration >> General, are the base settings of primary elements within Reach that apply across all modules. There are many actionable 'General Setting' items that can be set and edited to suit your schools specific preferences ...ARTICLE: System Configuration Transport / Voyage
Leave Transport Types are the methods used for students to depart and return to campus in their leave requests. There are two (2) ways to manage Transport Type selections in Leave Requests: 1. Standard Transport Types An unlimited number of Leave ...VIDEO: How to setup and manage leave types