Match leave types for Lumary CM and Easy Employer

This article explains how to make sure that leave types are available in both Lumary CM and Easy Employer.

If leave types used in Lumary CM and Easy Employer do not match, it can cause an error when processing leave requests. To avoid leave request errors, a system administrator should ensure that the leave types match in both systems.

To match the leave types:

1. Log into Easy Employer.
2. Click on the Organisation drop-down menu.
3. Select Awards.
4. Scroll down to the Entitlements section. Any leave listed in this section will need to be available in Lumary CM for claiming.
5. Open another browser tab.
6. Log into Lumary CM.
7. Click on the cog setup icon.
8. Select Setup.
9. Click on the Object Manager tab.
10. Click in the Quick Find search field.
11. Type leave.
12. Click on the Leave text link.
13. Click on Fields & Relationships.
14. Click in the Quick Find search field.
15. Type type.
16. Click on the Type text link.
17. Scroll down to the Values section.
18. Check to see if all of the values are exactly the same as those found in the Entitlements section in Easy Employer.
19. Use the Edit or Del text links in the Values section to change or remove values. Click on the New button to add any that are missing.