A Leave Type is the name of the time off, such as vacation or sick time. Employees can request only the types on the policy assigned to them.

Add a 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.

You should see Leave Type created. 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.

What the rules mean

• Policy kind can be Accruing, Unlimited, or Manual. Unlimited time shows as Unlimited on 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.
• Is Compensatory marks the type used when someone requests time off for a day they worked.
• 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 view. On Who's out it shows as Out.
• Hours worked for each hour accrued is used when the policy accrual schedule is Hours Worked.
• Protected hours caps how many hours of this type can be used. A longer request says This request is longer than the protected hours still available.
• Vacation pay percent of wages and Vacation pay percent after 5 years set the pay percent used for that type.
• Active leaves the type available. Turn it off when new requests should stop using it.

If something looks wrong

Leave Type Name is required. If it is empty, the type is not created and the dialog stays open. The notice is Failed to save, or it names the missing field.

A type that is not on the person’s assigned policy cannot be requested. The message is This leave type is not included in the employee's assigned policy.

The portal says No leave types available when there is nothing to choose.

Next

Put the type on a policy, then give that policy to the employee. See Assign a policy.