Before you get started
A regulation defines the leave management rules for one or more establishments.
More precisely, it is a specific template consisting of leave accounts, leave entitlement profiles, and rules (extra days for splitting paid leave, time savings account, capping exceptional absences) in force for the attached establishments.
Create a new regulation
To create a regulation, you must go to Settings and then Regulations and click on Create a new regulation.
Here, you must set the name of the regulation and the establishments linked to that regulation.
You can create a regulation without an establishment and attach establishments at a later date.
You can copy or delete a regulation from the regulation in question (top right). You can only delete a regulation if there are no users linked to that regulation.
Link establishments to a regulation
Establishments linked to a regulation are displayed in the regulation menu.
In the screenshot above, the Lucca FR regulation contains the Lucca FR establishment.
To edit the linked establishments, click on the regulation you want to edit and then the Edit icon in the upper right next to Copy and Delete.
You can then edit the name of the regulation and the establishments linked to that regulation.
Create or edit an accrual profile
All the leave accrual profiles related to this regulation, accruing accounts and the number of users for each profile can be found in the regulation Accrual profiles tab.
To learn more about creating or editing a profile, check out our relevant help sheet.
Link establishments to a regulation
All the accounts linked to a regulation can be found in the regulation Accounts tab.
An account can be created or edited in Settings then Accounts. To learn more about this topic, check out our relevant help page.
To link accounts to a regulation, you must click on Link an account.
All the accounts that are not linked to the regulation will be displayed. You will then need to check the selected accounts and click on Link.
Edit the rules linked to a regulation
All the rules linked to a regulation can be found in the regulation Rules tab. From this interface you can create:
- a rule to allocate extra days for splitting paid leave rule
- a rule to give up extra days for splitting paid leave
- a rule creating an upper limit on exceptional absences
- a rule on the time savings campaign
- a notice before starting absence rule
To create a new rule (of a type not yet used), click on Add a rule.
If a rule of this type already exists, click on the block to access the yellow button "Add a new upper limit / Create a campaign / etc."