Step 11 › Masters

Leave Types

Define and manage leave categories with day allocations.

The Leave Types module is used to define and manage different categories of employee leave within the organization. It provides a centralized view of all leave type records, enabling administrators to create, update, and remove leave categories with their allocated day counts.

From the main dashboard, navigate to Master in the top navigation menu to access the leave types management interface.

Master dropdown menu in the top navigation bar showing the Leave Types option

Upon clicking Master, a dropdown menu appears with various master options. Select Leave Types to open the leave types management page.

Leave Types option highlighted in the Master dropdown menu

11.2 Leave Types List

The Leave Types List displays all recorded leave categories and includes search and filter options to help users quickly locate specific leave type records.

Leave Types list page showing all existing leave type records

The list displays the following columns:

  • Leave Type – Name of the leave category (e.g., Childcare Leave, Annual Leave, Hospitalisation Leave, Medical Leave).
  • No of Days – Number of leave days allocated to the category.
  • Status – Active or inactive status of the leave type.
  • Action – Edit and Delete options for each record.

The page also includes a dropdown to select the number of records to display per page (default: 10), a Search field to filter leave types, and an Export button to export the list data. Pagination controls at the bottom allow navigation between pages.

11.3 Add Leave Types

To create a new leave type, click the Add Leave Types tab.

Add Leave Types tab highlighted on the Leave Types page

The Add Leave Types form appears with the Leave Details section. Fill in the required fields:

  • Leave Type Name * (required) – Enter the name of the leave category.
  • Default Leave Days (optional) – Enter the default number of days allocated for this leave type.
Add Leave Types form with Leave Type Name and Default Leave Days input fields

Click Submit to save the new leave type. To cancel and return to the list, click Back.

A success message appears at the top of the page confirming that the leave type has been created, and the new record is added to the Leave Types List.

Success toast message confirming Leave Types Created

11.4 Edit Leave Types

To modify an existing leave type, click the Edit icon (pencil) in the Action column of the desired record.

Edit icon highlighted in the Action column of a leave type record

The Edit Leave Types tab opens with the existing details pre-filled in the form. Update the required fields and click Submit to save the changes. Click Back to cancel and return to the list.

Edit Leave Types form with pre-filled leave type details

A success message appears confirming that the leave type has been updated.

Success toast message confirming Leave Types Updated

11.5 Delete Leave Types

To remove a leave type, click the Delete icon (trash) in the Action column of the record you want to remove.

Delete icon highlighted in the Action column of a leave type record

A confirmation dialog appears asking you to confirm the deletion, displaying the name of the leave type to be deleted.

Delete confirmation dialog showing the leave type name to be deleted

Click Delete to confirm the deletion, or Close to cancel and return to the list.

A success message appears confirming that the leave type has been deleted, and the record is removed from the list.

Success toast message confirming leave type deletion