---
title: "Leave Types - Parameters"
canonical: "https://wiki.soft1.eu/space/SS5EN/262013215/Leave%20Types%20-%20Parameters"
format: markdown
---
In SOFT1 ERP the **Leave Types** are available from the *Parameters menu → H.R. & Payroll → Leave Types* to allow your company’s employees to apply for leave. See below the parameters' functionality/operation and what is affected by them depending on your business needs and operation method.  
👉To be available via [myWorkplace](https://wiki.soft1.eu/space/SS5EN/189269072/Soft1+myWorkplace) the Leave types must be previously set in the Employee Parameters (*Parameters menu → CRM → Employees - Contacts → Employees Parameters → myWorkplace)*.

| **<span style="color: #ffffff">Parameter</span>** | **<span style="color: #ffffff">Operation</span>** | **<span style="color: #ffffff">Available at / Used in</span>** | **<span style="color: #ffffff">Example</span>**  
**<span style="color: #ffffff">Additional info</span>** |
| --- | --- | --- | --- |
| #### **<span style="color: #ffffff">GENERAL DATA</span>**  
**<span style="color: #ffffff">(Basic data in Leave Types)</span>** |
| #### **Code /Abbreviation /Description ***(Mandatory fields) * | Fill in the <u>Code</u>, <u>Abbreviation,</u> and <u>Description</u> to create a new Leave Type.  
 📍*It is suggested to use as ‘Description' whatever is used in the 'Category’ field. The description is the identification in case the Type is used in *[*myWorkplace*](https://wiki.soft1.eu/space/SS5EN/189269072/Soft1+myWorkplace)*.* | *ERGANI Calendar / *[*myWorkplace*](https://wiki.soft1.eu/space/SS5EN/189269072/Soft1+myWorkplace)* / Reports / Payroll -**<span style="color: #ff5630"> </span>**HR* | *For example, Normal Leave, **<u>Parent-Teacher Conference Leave</u>**, Child illness, etc.* |
| #### **Category** | By selecting a specific leave category, the corresponding values will be automatically filled in the fields <u>Classification,</u> <u>Leave Cycle</u> και <u>Calculation formula.</u> | *HR* | *For example, for the **<u>Normal Leave</u>**, the following are filled in: *<br>- *‘Classification*: *Institutional*
- *Leave Cycle: Year*
- *the relevant Calculation formula* |
| #### **Classification**  
*(Mandatory field)* | Based on leave type, select:<br>- *Institutional: leave based on law.*
- *Company Benefit: leave established from the company. *
- *Institutional & Company Benefit: a combination of the above.* | *HR / Payroll* |  |
| #### **Leave Cycle **  
*(Mandatory field)*<br>* * | Select one of the available cycles for each leave according to the legislative framework (*Action, Year, Working Year, Month).* | *HR / *[*myWorkplace*](https://wiki.soft1.eu/space/SS5EN/189269072/Soft1+myWorkplace) | *For example, **<u>Normal Leave</u>** is provided per **<u>Year</u>**, **<u>Marriage Leave</u>** per **<u>Action</u>**, **<u>Illness</u>** per **<u>Working Year</u>****<br>**A working year is defined as the year starting from the recruitment date of an employee and ending on the same period of the following year. For example, if an employee has been recruited on 1/2/2023 then the employment year ends on 1/3/2024.* |
| #### **Paid leave days** | Activate the parameter to set whether the leave type is paid or not. | *Payroll* |  |
| #### **UoM (Time) / Gradual** | Set whether the leave is calculated in Days, Hours, Months, Days/Hours.<br>*ℹ️ In case of **<u>Hours</u>**, activate the ‘Gradual' flag.* | *HR / *[*myWorkplace*](https://wiki.soft1.eu/space/SS5EN/189269072/Soft1+myWorkplace) | *For example, the **<u>Parent-Teacher Conference Leave</u>** is calculated also in hours. Namely, 32 hours for 4 days entitlement.* |
| #### **Minimum / Maximum value** | Set the value limits (minimum/maximum) to be applied when an employee requests a leave day. | *HR / *[*myWorkplace*](https://wiki.soft1.eu/space/SS5EN/189269072/Soft1+myWorkplace) | *For example, the **<u>Parent-Teacher Conference Leave</u>** cannot exceed 8 hours per day, so the maximum is 8 and the minimum is 2.* |
| #### **Payroll element / Payroll element (hours)** | Set the necessary payroll element <u>associated with every leave type</u> in accordance with the law provisions.<br>The 'UoM (Time)' is the one that sets the values that will be displayed in the Payroll element (hours/days).<br>⚠ This parameter is also related to the 'Update Employee Leave' job. This means that when the Leave Type is not linked to a Payroll element, e.g. 3012 - Normal leave days, then upon running 'Update Employee Leave' job, this type of Leave is no longer transferred to the Employee tab. | *Payroll → Regarding paid dependent employment, the employers are obliged to submit, among other things, a statement of the taken leaves (cumulative) within the first ten days following the month in which they were taken.  For this purpose, the necessary payroll element for leave and time off periods were incorporated into SOFT1 ERP and linked to the respective leave types and time off in the IS ERGANI. * | *For example, for the **<u>Parent-Teacher Conference Leave</u>**, which refers to UoM: Hours, only Payroll element related to hours is available. e.g. 8007 - Parent-Teacher Conference Leave (hours).*<br>*In case there are no payroll elements displayed, first confirm that your installation has been upgraded to the current SOFT1 ERP version and then run the 'Synchronize payroll data' job.* |
| #### **Next step details** | Set the Action on which the leave can be continued, namely the Series, <u>Labelling</u> and <u>Status</u>.<br>Activate the flag *‘Not continued: 'Yes' *so that this Series’ action cannot be continued/combined with another action. | *HR (Leaves/ Actions)* | *For example, for an employee who has requested a **<u>Normal Leave</u>** but due to sudden illness, he/she reapplies for its modification to a **<u>Sick Leave</u>**. Having set the Next step details, the Series that the action will continue, e.g. Sick leave, also the Classification and Status e.g. 'Cancelled', the Normal leave is cancelled and the new action/leave will be displayed in the Leave record as Illness.*<br>![Τύποι Αδειών - Παράμετροι_v1-20240301-135354.png](media://7e349262-17de-4f6c-9ea7-8edfb2060242) |
| #### **Time type (ERGANI) - GR localization** | Select the Type of working time analysis (*Work, Remote Work, Day-off, etc*.), according to IS ERGANI. | IS ERGANI* (Leave report)* | *For example, the **<u>Parent-Teacher Conference Leave</u>** Type has respectively time analysis ERGANI type:*<br>- *<u>Attendance at teacher conferences Leave</u>** (HOURS)*
- *or **<u>Attendance at teacher conferences Leave</u>** (refers to days).* |
|  |  |  |  |
| #### **<span style="color: #ffffff">EMPLOYEE RIGHTS</span>**<br>**<span style="color: #ffffff">👉</span>**<span style="color: #ffffff"> </span>**<span style="color: #ffffff">(See here how to </span>****<span style="color: #ffffff"><u>monitor</u></span>****<span style="color: #ffffff">, </span>****<span style="color: #ffffff"><u>control</u></span>****<span style="color: #ffffff"> and </span>****<span style="color: #ffffff"><u>calculate</u></span>****<span style="color: #ffffff"> leave balance)</span>** |
|  |  |  |  |
| #### **<span style="color: #ffffff">TIME LIMIT</span>**<br>**<span style="color: #ffffff">👉(See here how the </span>****<span style="color: #ffffff"><u>Time limit check is performed regarding the leave requests</u></span>****<span style="color: #ffffff">)</span>** |
|  |  |  |  |
| #### **<span style="color: #ffffff">OTHER DATA</span>**<br>**<span style="color: #ffffff">(Attached files for specific leave types)</span>** |
| #### **Check attached file** | Set the desired value (*No check, Warning, Prohibition*) if a leave type needs to be checked whenever it is required to be accompanied by a document. | *H.R. / *[*myWorkplace*](https://wiki.soft1.eu/space/SS5EN/189269072/Soft1+myWorkplace) | *For example, the 'Attendance in court leave' should be followed by the Court attendance certificate, the **<u>Parent-Teacher Conference Leave</u>** should be followed by the School's official document, etc.* |
| #### **Allowed Dates** | Set the timeframe that the employee is allowed to apply for a leave, *e.g. institutional, related to a specific period within the year.* | *H.R. / *[*myWorkplace*](https://wiki.soft1.eu/space/SS5EN/189269072/Soft1+myWorkplace) | *For example, for the **<u>Parent-Teacher Conference Leave</u>** the timeframes are set within the school year, namely 1/9 - 21/12 & 7/1 - 19/6. Otherwise, the message* *“The requested leave days are not included in the allowed dates. ” will be displayed (SOFT1 ERP/ myWorkplace). * |
|  |  |  |  |
| #### **<span style="color: #ffffff">APPROVAL DATA</span>**<br>**<span style="color: #ffffff">👉(See here how to set the necessary actions/methods related to </span>****<span style="color: #ffffff"><u>stages</u></span>****<span style="color: #ffffff">, </span>****<span style="color: #ffffff"><u>carriers</u></span>****<span style="color: #ffffff"> and leave </span>****<span style="color: #ffffff"><u>approval employees</u></span>****<span style="color: #ffffff">)</span>** |
|  |  |  |  |
| #### **<span style="color: #ffffff">COMMENTS</span>** |
| Fill in further information related to the leave type you manage. *For example, 'Please provide a court attendance form'.* |