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Appogee Leave: Set Up Guide

In this article: 

Step 1: Configuration 

Step 2: Teams

Step 3: Leave Profiles

Step 4: Add Employees

Additional set up options


Appogee Leave is highly configurable so you can make it fit with your business requirements and organization structure. Below are our top tips for getting your Appogee Leave set up. They have been split into 4 key stages and can be done in any order, however it's a really good idea to get everything configured before you add your employees.


Step 1: Configuration

Please note, only user with the Admin role have access to the configuration settings of Appogee Leave. 


Leave and Sickness Types


You can configure which types of Leave & Sickness employees request by setting up Leave & Sickness Types. 


We have a range of default Leave & Sickness Types, which you can import and use, or add your own Types. Leave & Sickness Types can be set up as deducted or non-deducted, so they can affect an employee's allowance or not. Have a look at the support article on Configuring Leave & Sickness Types




Public Holidays


You can configure public holidays which will be marked as non-working days in the calendar.


Appogee Leave has a number of Public Holidays set up as defaults. Select one for your country or create your own. You can find out how to do this by taking a look at Managing Public Holidays.




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Step 2: Teams


Please note that only HR Managers & Admins have access to add and update Teams.


Setting up Teams    

            

Setting up Teams is the next logical step in setting up Appogee Leave. Team structure builds your Org Chart, as well as enables leave approval flows and general Team management. Every Employee must belong to a Team, however they can manage a Team and be part of a different Team themselves.


Take a look at Creating & Editing Teams, Configuring your Org Chart and Deleting users & teams for more information. 


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Step 3: Leave Profiles

Please note that only HR Managers & Admins have access to add and update Leave Profiles.


The Leave Profile defines the working hours and allowances for a group of Employees. Every Employee must belong to a Leave Profile, you may only need one for your organisation or you may need multiple to cater for all eventualities. 

Have a look at our Please review our guide on Leave Profiles



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Step 4: Add Employees

Please note that Employees can be added by HR Managers & Admins only.


There are 4 possible ways to add Employees to Appogee Leave. Manual Registration, CSV Import or by one of our integrations with G Suite or Office 365. All of these give you the option to get your Employees into Teams, assigned to Leave Profiles and have optional access to Appogee HR and Appogee Leave. The CSV also gives you the ability to bulk add Employee Profile information.


Manual Registration

The manual registration allows you to add Employees using a simple form to add individuals to Divisions (if configured) Teams and Leave Profiles. You can also set the Employees Job Title, Start Date and Status. You would want to use this option if you only have a handful of Employees to add and do not want to upload HR Profile data at the same time.


You can see more information on this here: Manual Employee Registration.



G Suite / Office 365 Import

If you are integrated with either G Suite or Office 365 you will have the option to import users from your domain straight into Appogee Leave. The wizard will take you through selecting Employees, Assigning Teams, Setting Leave Profiles and Configuring the Log in. Use this option for adding Employees if you are integrated, this will not allow you to update Employee Profile information at the same time as adding users.


If you use G Suite or Office 365 and are not yet integrated, there is information on setting this up at the bottom of this page.


You can find further information on this here: Importing Employees from G Suite / Office 365.



CSV Import

The CSV import enables you to add Employees to Appogee Leave in bulk. Use this option if you have a lot of Employees to add at once, or if you are wanting to add Employee Profile Data at the same time. The CSV can be used to add Employees or make updates to Employees or Profile information at a later date.


There is further information on the CSV import in this guide: CSV Upload Guide.



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Additional Set Up Options


Integration


G Suite 

By integrating with G Suite you will benefit from Single Sign On for your users (no need for a username and password), the ability to register Employees directly from your domain, integration with your Google Calendar, the ability to set Out of Office messages at the time of making a request and the the option to have Appogee Leave accessible from your G Suite Menu.


You can find out how to get integrated with G Suite here: G Suite Integration.


Office 365 

By integrating with Office 365 you will benefit from Single Sign On for your users (no need for a username and password), the ability to register Employees directly from your domain, integration with your Outlook Calendar and the the option to have Appogee Leave accessible from your Outlook Menu.


You can find out how to get integrated with Office 365 here: Office 365 Integration.


Xero Payroll

The option to integrate with Xero is available if you are using the Australian, New Zealand or US versions of Xero Payroll (UK, coming soon). The integration allows you to sync basic Employee Profile information between Xero and Appogee Leave as well as updating Leave and Sickness requests and allowances.


Information on how to integrate, can be found here: Xero Integration.



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