How to create Leave Policies?

Leave Policies allow you to set the rules for how time off is managed in your workspace. They define the types of leave available—such as vacation, sick leave, or personal days—along with how leave is accrued and the conditions under which it can be taken.

By creating and applying Leave Policies, you ensure that all team members follow consistent rules, which makes managing time off simpler and more transparent for both employees and managers.

To create a Leave Policy,

go to Settings > Leave > Create new policy
fill out the following fields

- Name: Assign a name to the policy such as Vacation, Sick Leave, etc.
- Members: Select which members the policy applies to, giving you flexibility to assign different policies to different teams or roles.
- Schedule: Whether members will get their annual leave balance regardless of hiring date or whether it will be based on the hiring date.
- Paid or Unpaid: Decide whether the leave type is compensated or unpaid.
- Duration: Set the maximum duration for this leave type.
- Hours or Days: Choose whether the policy tracks leave in hours (useful for partial days) or full days.
- Allow negative balance: Whether members can still take leave if their balance is consumed.

These settings allow you to tailor each policy to reflect your organization’s approach to time off. For example, you might offer paid sick leave tracked in days for all employees, while setting up unpaid personal leave tracked in hours for contractors.

With Leave Policies in place, you can:

Standardize requests and approvals: Ensure that all leave requests are handled under the same rules.
Promote fairness and transparency: Members clearly understand what types of leave they are entitled to and under what conditions.
Simplify reporting and planning: Leave data is automatically reflected in your reports, helping managers plan workloads, manage payroll, and maintain accurate attendance records.

To learn more about Leave Policy settings, visit the Leave Settings article.