Leave policies

Policies define the allowances, accruals, and approval rules that apply to groups of employees.

Policy basics

• Each policy can cover multiple leave types.
• Policies can be assigned to departments, locations, or individuals.
• Changes take effect immediately unless you schedule a future activation date.

Creating a policy

1. Go to Settings → Policies.
2. Click Add Policy and name it clearly (e.g., “US Full-time”).
3. Set allowances for each leave type.
4. Configure accrual frequency, carry-over limits, and approval steps.
5. Assign the policy to the relevant teams or locations.

Editing policies

• Use View to inspect current rules and history.
• Clone an existing policy to experiment without affecting live data.
• Pause a policy if it is no longer needed; employees remain attached to their last active policy until reassigned.

Best practices

• Align naming with your employee handbook.
• Separate policies by location when labor laws differ.
• Document significant changes in the policy description for future reference.
• Test new policies with a pilot group before rolling out widely.