HR sets time off in three screens under Leaves: Leave Type, Leave Policy, and Policy Assignment. A type is the name of the time, such as vacation. A policy says how many days that type grants and whether requests need approval. An assignment gives that policy to one employee for a date range.

Employees request time from the types on the policy assigned to them. A type that is not on that policy cannot be requested. The message is This leave type is not included in the employee's assigned policy.

Add a leave type

1. Open Leaves, then Leave Type.
2. Choose New Leave Type.
3. Enter Leave Type Name. Code and Max Leaves Allowed are optional.
4. Set the rules you need, then choose Create Leave Type.

Useful rules on the form:

• Policy kind can be Accruing, Unlimited, or Manual. Unlimited time shows as Unlimited on the employee’s balances and on PTO Report.
• Is Leave Without Pay and Allow Negative Balance still allow a request when the day balance is zero.
• Allow Carry Forward lets unused time move forward, up to the policy’s carry-forward limit.
• Include Holidays counts holidays inside the request as time off.
• Allow Encashment allows a cash-out of unused time.
• Pay out unused time when employment ends marks unused time to be paid when the person leaves.
• Hide the type on the team calendar keeps that type off the shared calendar.
• Protected hours caps how many hours of this type can be used.
• Active leaves the type available. Turn it off when you want new requests to stop using it.

The list columns are Name, Code, Max Leaves, and Active. Search says Search leave types... An empty list says No leave types yet and Set up sick, casual, and other leave categories your policy uses.

Leave Type Name is required. If it is empty, the notice says Leave Type Name is required, and the type is not created.

Write the policy

1. Open Leaves, then Leave Policy.
2. Choose New Leave Policy.
3. Enter Policy name.
4. Choose an Accrual schedule: Annual, Monthly, Per Pay Period, Hours Worked, or Manual. Manual does not add days on a schedule. Record those days on Leave Allocation.
5. Set Carry-forward limit (days). Zero means nothing carries forward from the limit on this policy.
6. Leave Requests require approval on when a manager should decide each request. Turn it off when a valid request should be approved as soon as it is sent.
7. Leave Active on.
8. Under Leave Allocations, the table is labeled Leave Policy Details. Choose Add Row. Pick a Leave Type and an Annual Allocation. Both are required on the row.
9. Choose Create Leave Policy.

You should see Leave Policy created, and the policy opens with the Policy name you entered. The list of policies shows Title. An empty list says No leave policies yet and Configure leave rules, accruals, and entitlements for your workforce.

If Policy name or Accrual schedule is empty, the notice names the missing field and says it is required. The policy is not created. A table with no rows shows No rows yet. You can still create the policy, and employees on it will not have a type they can request until you add a row and save again.

Open the policy later and choose Save after you change the schedule, the limit, approval, or the allocation rows. You should see Changes saved. Choosing Save with no edits shows No changes to save. If the save fails, the notice is Failed to save and the form says Save failed. Your edits are still here. When the name does not reach the server, the message is Title is required.

Assign the policy

1. Open Leaves, then Policy Assignment. The list title is Leave Policy Assignments.
2. Choose New Leave Policy Assignment.
3. Choose the Employee and the Leave Policy. Both are required.
4. Set Assignment Based On to Leave Period or Joining Date.
5. Enter Effective From and Effective To. Both are required.
6. Turn on Carry Forward Unused Leaves when unused days should carry into the next period, still limited by the policy’s carry-forward limit.
7. Choose Create Leave Policy Assignment. You should see Leave Policy Assignment created.

The list shows Employee, Policy, From, and To. Search says Search policy assignments... An empty list says No leave policy assignments yet and Map leave policies to employees or groups.

A missing Employee, Leave Policy, Effective From, or Effective To is named in the notice and the assignment is not created. Another save failure says Failed to save. Leave types use the same pattern: Create Leave Type shows Leave Type created, and a missing Leave Type Name is named as required.

After the assignment is in place, granted days show on Leave Allocation and Leave Ledger as they are posted. Hours Worked uses Hours worked for each hour accrued on the leave type.

Next

Employees send requests from the assigned type. See Request time off. To read remaining days, open Time off balances.