Leave management
Leave policies
Set how much of each leave type people at a location get every leave year, and who approves it.
- Who
- Owner, Admin, HR
- Where
- Settings → Leave → Policies
- How to enable
- Always on. Add a policy for each leave type and location.
A leave policy ties a leave type to a location and says how much of it people there get each leave year. A location has at most one active policy per leave type.
How it works
- Scope. One leave type at one location. Choosing all locations creates a copy for each location that doesn't have one for that type yet.
- Annual quota. The yearly allowance. Leave it blank for no fixed allowance.
- Leave year. Entitlements follow the leave year of the employee's location, which starts in the month set on that location. When a leave year starts, a nightly job opens everyone's entitlement and credits the full quota, unless the policy accrues it over the year.
- Joiners. With pro-rating on (the default), someone hired mid-year gets a share of the quota in proportion to the days left in the year.
- Approval. Requests follow the policy's approval chain, or go to the employee's manager if the policy has none.
- Negative limit. For types that allow negative balances, how far below zero people can go. Leave it blank for no limit.
- Accruals and carryover are also set on the policy.
You can also generate entitlements by hand for the current or next leave year, with a preview first. The policies page warns you when the current leave year, or one starting within 60 days, has missing entitlements.
Good to know
- Employees without a location get no entitlements, because every policy belongs to a location.
- An override on an employee's record replaces the policy's quota for that person, every year.
- Policies are archived, not deleted. An archived policy stops granting, accruing and carrying over, but stays as a record. When archiving, you can also remove people's unused leave for the current year; restoring the policy doesn't give it back.