Leave policies are the rules that govern how users accrue leave. You determine how many hours of a particular leave type users accrue and when the rule will start. The starting point is based on the users’ hire date. You can configure leave to accrue daily, weekly, monthly, or yearly. You can also apply a policy to a single person, multiple people, or all people.
There is also a feature to limit the total amount a user may accrue. And for companies with carry-over limits, you can set the maximum number of hours that a person may carry over into the new year. Accruals occur at midnight based on the timezone you set in your company profile.
Important: You must select Track Leave in a users profile to allow them to view their leave balances.
Adding Leave Policies
Click Settings in the dashboard. Then click Leave. Looking at the leave policy section, click Add Leave Policy. Fill in the information then click Save. Assign people to the policy by clicking Assignments beside the leave policy. Select the people and click Save.
Editing Leave Policies
Click the name of the leave policy to make edits.
Delete Leave Policies
Click the name of the leave policy then select Delete this leave policy. Confirm the deletion to remove the policy.
There are four customizable leave types: Annual, Sick, Personal, and Comp. You can rename and disable each one.
Edit Leave Types
Click Settings in the dashboard. Then click Leave. Looking at the leave types section, click Edit on the row of the leave type you want to edit. Rename, disable, or enable the leave type then click Save.
Important: You can prevent users from using individual leave types by disabling them. Disabling a leave types does not disable the policy for that leave type. Users will continue to accrue leave according to the policy. You must remove the leave policy separately.