Leave types and leave rules
Set up casual, sick and earned leave, with half days, sandwich rule, carry forward and notice.
A leave type is the kind of leave (Casual, Sick, Earned). A leave policy is the rulebook for it: how many days, how they're counted and who approves.
Setting up
- Leave Management → Leave Types: add each type with days per year and whether it's paid.
- Leave Management → Leave Policies: add the rules for each type.
The rules you can set
| Rule | What it means |
|---|---|
| Weekly offs | Which weekdays are off, so they aren't counted as leave |
| Exclude holidays | Company holidays inside a leave aren't counted |
| Sandwich rule | A weekend between two leave days is counted as leave |
| Half day allowed | People can apply for half days |
| Min / max days per application | e.g. at least 1, at most 5 days at a time |
| Notice days | How many days in advance they must apply |
| Backdate days | How far back they can apply (for sick leave) |
| Carry forward | Unused days moved to next year, up to a limit |
| Needs approval | Goes to the manager / HR, or is approved automatically |
Everyone can read the leave policies, and each employee sees their own balance and rules in My Policies.
Not working?
"You don't have enough balance". Check Leave Balances for that person and year. Balances for a new year are created on 1 January.
Leave counted a Sunday. The policy's weekly off days don't include Sunday, or the sandwich rule is on. Check the policy.
An employee can't see a leave type. The type is inactive, or there's no active policy for it.
Frequently asked questions
Can different employees have different leave?
Yes. Adjust an individual's balance in Leave Balances.
What happens to unused leave on 1 January?
It's carried forward up to the policy's limit. Everyone gets an email with their new year's leave and holidays.