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How to create a policy for a leave type? ​

Follow these steps to create a leave policy and configure it for specific leave types.

Steps ​

  1. Go to Settings → Policies

    • Click Add Policy or edit an existing policy

  2. Configure policy basics

    • Enter a Policy Name (e.g., "Full-time Employee Policy")
    • Add a description if needed
    • Set the Effective Date

  3. Add leave types to the policy

    • Click View to open the policy details
    • You'll see all leave types in your account
    • For each leave type, click Edit to configure:
      • Allowance: Number of days per year
      • Accrual method: How leave is earned
      • Maximum balance: Cap on accumulated leave
      • Carry-over rules: How unused leave transfers

  4. Set leave type rules

    • Minimum notice: How far in advance to request
    • Maximum consecutive days: Longest single request
    • Documentation required: What proof is needed
    • Approval workflow: Who can approve requests

  5. Activate the leave type

    • Toggle Activate to make the leave type available
    • Deactivated types won't appear in request forms

  6. Save the policy

    • Click Save to apply changes
    • The policy is now ready to assign to employees

Tips ​

  • Start with a default policy for most employees
  • Create additional policies only when rules differ significantly
  • Test policies with a small group before rolling out company-wide
  • Review and update policies regularly