Before you dive in and start adding your employees and departments, we recommend that you go through and configure the LeavePlanner settings in the following order:

  1. Log in and head to ‘Organisation Admin’ > ‘Organisation Settings’ and set the relevant information in there.
    • Account Setup contains settings for your organisation name and logo through to system access and time zone.
    • Choose your required Calendar Security Setting; whether employees can see other departments.
  2. Next head over to the Public Holidays tab, by default they are the UK bank holidays, if your organisation uses different public holidays, works on bank holidays, or if you want to include public holidays in the leave allowances – then you can set that up here.
  3. In Organisation Admin, you also have Leave Settings. Go there and tweak how you want the Leave Types to work, and add any Custom Leave Types that you will be using.
  4. For more information on these settings, see the manual pages for Organisation Settings and Leave Settings.
  5. Once you have the main settings and leave types configured, you are ready to add Departments, then your employees. Head over to our guide on how to configure your Company Structure in LeavePlanner.