Step 1: Setting Up the Leave Management System

This foundational step involves configuring leave policies, types, entitlements, and approval workflows to establish a comprehensive leave management framework.

7 min read
Updated: Oct 28, 2025

Leave Management Setup

Set up leave tracking in just a few clicks to start managing staff absences.


One-Time Setup

Step 1: Access Leave Data

  • Go to "Substitute & Leave" in sidebar
  • Navigate to the Leave Data page

Step 2: Initialize Leave Types

First-time users will see a "Setup Required" screen with default leave types:

  • Sick Leave
  • Earned Leave
  • Paternity Leave
  • Bereavement Leave
  • Casual Leave
  • Maternity Leave
  • Compensatory Off
  • Leave Without Pay

Step 3: Complete Setup

  • Click the "Initialize Default Leave Types" button
  • Setup completes in seconds
  • You can now mark leaves

Marking Leave for Staff

  1. Click "Calendar" in the sidebar
  2. Switch to Faculty view
  3. Hover over the teacher's name
  4. Click the orange "Leave" button
  5. Fill in leave details and save

Leave Modal Fields

Duration Options:

  • Full Day - Entire working day off
  • Half Day - Morning or afternoon only
  • Long Duration - Multiple consecutive days

Required Fields:

  • Date(s) - When the leave occurs
  • Leave Type - Category of leave

Optional:

  • Notes - Reason or additional information

After Marking Leave

When leave is saved:

  1. Leave record is created
  2. Calendar shows teacher as "On Leave"
  3. Teacher's periods are highlighted for coverage
  4. You can then assign substitutes for each period

After marking leave, hover over the same teacher and click "Sub" to assign substitutes for their periods.


Managing Leave Types

To add custom leave types:

  1. Go to Substitute & Leave dashboard
  2. Navigate to Leave Data
  3. Click "Manage Types"
  4. Add new types with colors

Quick Tips

First Time Setup

  • Only needs to be done once
  • Takes less than a minute
  • Creates 8 standard leave types

Planning Ahead

  • Mark leave in advance for scheduled absences
  • Assign substitutes immediately after marking leave
  • Use notes to track approval status or reasons

Next Step

View all leave records and export reports from the Leave Data page.

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