Leave policies and balances

Leave policies decide how many days people get, how they are earned, what carries over on 1 January and which public holidays apply. Approved leave sets people to Away and shows in Time off.

Open Company admin → Work → Work settings → Leave policies. There are four tabs: Policies, Leave types, Public holidays and Balances.

#Leave types

For each type (for example annual leave or sick leave) set:

• Name and Color (used in the Time off calendar);
• Uses a balance: it Counts against days per year;
• Paid;
• Can be requested: turn it off to keep the type for history only.

Select Add leave type to create a new one.

#Policies

The Default policy is for everyone not matched below. Add more with Add policy, for example for staff in another country:

1. Enter the Policy name (for example Germany staff) and the Holiday country.
2. Under Days per year, set the days for each leave type, how they are Earned (On 1 January or Monthly) and Carry over (max). Leave it empty for No limit.
3. Choose Count weekends (off: Saturday and Sunday are not leave days) and Allow half days.
4. Under Applies to departments, pick the departments this policy is for.
5. Select Save policy.

When you delete a policy, the people on it move to the default policy.

#Public holidays

Choose a Country and Year, then select Import national holidays. Add your own days with a Date and Holiday name, for example a company day off. Holidays are not counted as leave days and pause response targets if Work settings say so.

#Balances

Balances shows each Person with their days left and the breakdown: earned, carried over, corrections and used. To correct a balance, enter Days (for example +2 or -1.5) and a Reason such as the opening balance, then save. Corrections show in the person's balance.