I want to Add/Change leave balances, What do I do?

Here is how you can manage leave in Max, follow these simple steps:

Update Leave Quota for Work Policies:

Go to the Dashboard:

Click on the “Settings” tab and navigate to the “Work Policy” section.

Edit Work Policy:

Locate the relevant work policy and click on the “Edit” button to make adjustments.

Update Category Name or Leaves Quota:

Within the work policy settings, update the category name or leave quota as needed.

Add Category:

Click “Add Category” to save the updated leave quota.

Adjust Individual Leave Settings:

Go to the Dashboard:

Click on the “Settings” tab and navigate to the “Work Policy” section.

Edit Work Policy:

Locate the relevant work policy and select “Individual Leave Settings.”

In the individual leave settings, update leave balances manually for specific employees by adding or reducing leaves.

Save All Changes:

Once adjustments are made, click on the “Save All” button to save the changes.

Congratulations! You have successfully managed leave balances in MAX.

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