A summary type can be used to roll-up several other time off types into one combined type. This enables employees to book time off for multiple time off types against one time off type, as all the specified time off balances will be combined into the summary.
Please Note: when using a Summary type, you lose the granularity you get when using multiple individual Time off Types.
For Instance, if you roll up types such as Time off in Lieu, Carryover, Study Leave and Annual leave into the summary type, you will not be able to identify which summary type bookings have been attributed to each type. This will impact your reporting and management of these individual types and should be considered before adding a time off type into your summary type.
To setup a summary type you first need to create it as a new time off type in
Administration > HR > Time off management > Time off types
The name of this summary type must be unique to the other time off types that you have setup in your system.
Select "Summary " as the Deduct from employee allowance option.
The other settings (Time off in Lieu, Settings, Absence, Deduction, Display) should all follow the same settings as the Time off Types that you are rolling up into the summary type.
For more detail on each of the time off type settings click here
For the purpose of this example, I will be rolling up the main annual leave allowance type I have called Holiday into the Summary type, and a Length of Service type.
As you can see below, my test employee has an allowance against my main Holiday type and has also accrued 1 day allowance to use from a Length of Service type.
To roll-up these time off types into my new Summary type, click the edit button against the type(s) and then set the option 'Display in Summary' to Yes.
After setting this option, my test employee's allowance wheel and breakdown change to reflect the single summary type that is now enabled. Please note the allowance is the total of the holiday and length of service type and the remaining days amount comprises the remaining balance of both types after time off deductions.
Any future time off bookings will then have to be booked against the Summary type rather than the separated time off types