PeopleForce

Learn how to delete demo data and add new leave types

Deleting demo data and adding the leave types

Learn how to create and configure different types of the leave policies

Configuring leave policies

Learn how to assign the policy to an employee

Assign the policy

Learn how to recalculate the leave policies

Recalculate the leave policy

Learn how to balance the amount of the leave days of the employees

How to balance the amount of the leave days of the employees

Balance rounding methods

Configure auto-approval for leaves on demand in the leave policy settings

Enable the leave based on total work experience

Future leave balance

Leave policies

Configuring leave policies: best practices and examples

Configuring approval of leave requests in policies: best practices and examples

Best practices

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Create your workspace and invite the people you work with.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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