Leave Policies

Use Leave Policies to define which employees receive a leave entitlement, how much they receive, and when the rule applies.

Before you begin

• Create the related Leave Type.
• Confirm the policy for grade, employment type, probation, service period, accrual, and effective dates.
• Avoid overlapping rules unless the intended priority is clearly understood and tested.

Configure a policy

1. Enter a clear Policy Name.
2. Select the Leave Type.
3. Restrict the policy by grade or employment type when required.
4. Enter the annual entitlement and choose the accrual method.
5. Set probation and minimum-service requirements.
6. Enter effective-from and, when temporary, effective-to dates.
7. Save and test the result with a representative employee.

Verify the result

• Review Leave Balance for employees who should receive the entitlement.
• Confirm employees outside the selected grade or employment type do not receive it.
• Check opening, accrued, used, and remaining balances after policy changes.