LeavelyWelcome
Documentation for Leavely, the leave management app for companies.
Start with the guide for your role.
Set up your company
For Owners and Admins who prepare a company before employees join.
Guide for managers
For Department Managers who approve, reject and cancel the leave of their Department.
Guide for employees
For employees who request and track their leave.
Concepts
How Leavely counts leave, and who can approve it.
Leave year and leave calendars
How the Leave Year Policy sets the leave years, and how Leave Calendars hold each year.
Allowances and entitlement
How Allowance Types, Allowance Policies and Tenure Tiers set the days of each employee.
Carry-over
How unused days move into the next Leave Calendar, and when they expire.
Leave request lifecycle
The statuses of a leave request, from submission to approval, rejection, withdrawal or cancellation.
Roles and approval authority
The roles in a company, the Department Manager, and who can approve whose leave.
Working across companies
How one account works in more than one company.
Using Leavely
The pages that every member uses.
Summary
Your Leave Balances, your upcoming leave and holidays, and how to withdraw a pending request.
My Year
Your leave and your Leave Balances for one leave year.
Request leave
How to send a leave request, and how Leavely counts its days.
Wall Chart
Who is on leave on each day of a month, and where approvers book and cancel leave.
Approvals
Where approvers approve and reject pending leave requests.
Notifications
The notification bell for approvers, and the emails that Leavely sends.
My Profile
Your name, photo and password, and how to delete your account.
Administration
Company settings for Owners and Admins. Only the Owner can open the Company page.
Employees
How to add, edit, hide and remove employees.
Invitations
How to track, revoke and resend invitations, and how to accept one.
Departments
How to add Departments and choose their Department Managers.
Leave Types
How to set up the types of leave that people request.
Allowances
How to set up Allowance Types, Allowance Policies and the policy of each employee.
Holidays
How to add Holiday Locations and import their public holidays.
Leave Calendars
How to add, archive and discard Leave Calendars.
Company
How the Owner changes the company settings and deletes a company.
Reports
The leave usage and Leave Balances of a Leave Calendar.
Plans & Billing
The Plan and the subscription of a company.
Plans and seats
The Plans, their Seat Caps and what each Plan includes.
Manage your subscription
How the Owner upgrades, changes or cancels the Plan.
Account
Sign-up, sign-in and account security.
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