Leave management
Set up leave types and policies
Admin: configure leave allocation, quotas, carry forward, and approval settings.
What this does
Admin: configures Casual Leave, Sick Leave, Maternity Leave, Paternity Leave, and Comp Off policies. Other is an unpaid request type, not a custom policy builder.
Before you start
Leave Settings allows organization/super admins or users with leave update permission.
Steps
- Open Leave Settings.
- Choose Normal Leave for yearly casual/sick quotas or Earned Leave (Monthly Accrual) for monthly accrual. Enter the displayed quotas and fixed maternity/paternity allowances.
- Review Carry Forward Limits (Year-End), Leave Year Starts In, and Manager Approval Required.
- If using Comp Off, review Comp Off & Exceptional Workdays, eligibility, claim/expiry settings, and Require approved Timesheet. Select Save Settings.
Result
Leave settings are saved. Requests normally await approval; disabling Manager Approval Required auto-approves non-Comp Off requests. Comp Off still requires approval.
Related/Next guide: View leave balances and history.