Creating a leave policy

Create a leave policy

1. Open Settings > Leave policies.
2. Click Add policy.
3. Fill in:

Fields

• Name — e.g. Annual leave, Sick leave, Unpaid leave
• Default allowance — annual entitlement in days (e.g. 25). Set 0 for unlimited.
• Accrual method — none (full balance from day 1), monthly (1/12 per month), pro_rated (based on contract hours)
• Carry-over allowed — max days that roll into next year
• Statutory type (optional) — link to a UK statutory type if this is a maternity/paternity/sick policy
• Paid — yes/no (drives whether the policy creates a payroll line)

After creating

Existing employees automatically get a balance row for the new policy (allowance pro-rated for their start date). New employees get one on hire.

Editing

Editing a policy affects future balances but doesn't retro-debit existing ones. If you change the allowance from 25 to 28 mid-year, you need to manually credit each employee 3 days (or let the new entitlement apply from next year's reset).