> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.2cloudnine.com/llms.txt
> Use this file to discover all available pages before exploring further.
# QRG Setup Leave Templates
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## Purpose
The purpose of this quick reference guide is to step through the process of creating Leave Templates. The
intended audience for this document are System Administrators and Standard Users.
## Steps
### **Create a new Leave Template**
To create a new Leave Template record, follow these steps:
1. Click on the **App Launcher** icon. (See Figure 1)
2. Go to the **Leave Templates** object by using the Search function. (See Figure 2)
3. Click **New.** (See Figure 3)
4. Populate the following required fields to provide the base details of the Leave Template record:
(See Figure 4)
1. **Leave Template Name**
2. **Effective Date**
5. To set an expiry date for the Leave Template record, populate the **Expiry Date** field. If left
blank, no Expiry Date will apply. (See Figure 4)
6. Click on the **Save** button.
7. A new Leave Template record has been created. (See Figure 5)
Exclude From Auto Update checkbox can be ticked to exclude a Leave Template from
being picked up for Auto Update Batch Processing, where Status field populates
automatically based on the Effective Date and Expiry Date.
8. After creating the record, click on the Related tab. (See Figure 6)
9. Navigate to the Leave Template Items panel and click on the New button.
10. Populate a **Leave Rule** that you would like to add to this Leave Template. (See Figure 7)
11. Click on the **Save** button.
12. The Leave Rule has been added to the Leave Template. (See Figure 8)
13. Repeat steps 9-11 for each additional **Leave Rule** that should be included in this Leave Template.
When the Leave Template is populated and the Payee is saved, the Leave Rules
associated with the Leave Template (listed as Leave Template Items) are automatically
created as Payee Leave Rules.
Leave Template records CAN NOT be deleted if they have related records or are used in
other records. Deleting records is not recommended unless absolutely essential.
If edits are made to the associated Leave Template Items, then this doesn't flow through
to existing Payee Leave Rules already referencing this Leave Template, it only applies to
new Payees referencing the Leave Template.
14. To modify an existing **Leave Template** record, open the required record and select the **Edit** button
available on the top right side of the page. You can also double click in any of the fields that need
editing or just click on the pencil icon that appears within fields when you move your cursor over the field.
15. When complete, click on the **Save** button.
## Field Descriptions
### **Leave Template**
**Effective Date** is the earliest date a Leave Template can be set to a status of Active, if using the Auto
Update function.
**Exclude From Auto Update (checkbox)** When this box is checked, the record will be skipped by the
Automatic Status Update Scheduled Job.
**Expiry Date** is the latest date a Leave Template can be set to a status of Active, if using the Auto Update
function.
**Leave Template Name** is the name given to the new Leave Template record that is being created.
**Status** indicates the current status of the Leave Template record.
### **Leave Template Items**
**Leave Rule** is a Lookup to the related Leave Rule.
**Leave Template** is a Lookup to the related Leave Template.
**Leave Template Item Name** is the auto-generated name given to the new Leave Template Item record
that is being created.
## Further Information
| Document | Document Type | Description |
| -------------------------------------------- | --------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Quick Reference Guide Index - Leave | Index | An index document that lists and provides links to all Quick Reference Guides relating to Leave |
| Leave Setup and Processing - Key Information | Information Quick Reference | Outlines useful information relevant to Leave within 2cloudnine Payroll. The document includes definitions, prerequisites, and other non-instructional information relating to Leave. This includes details on creation and management of Leave Rules, Payee Leave Rules, and Leave Templates, along with the taking of Leave Events, Accruals, etc. |
| QRG Setup Leave Rules | Task Instructions | How to create Leave Rules |
| QRG Create Pay Codes - Payment Pay Codes | Task Instructions | How to create Payment Pay Codes |