Configuring leave policies

The default policies

A fresh tenant ships with three policies pre-seeded:

• Annual leave — 25 days, pro-rated for new starters
• Sick leave — unlimited, paid (links to UK SSP when statutory)
• Unpaid leave — unlimited, unpaid

You can edit these or add more from Settings > Leave policies.

Common additions

• Sabbatical — 1 month after 5 years tenure (paid or unpaid — your call)
• Carer's leave — 1 week/year unpaid (statutory in the UK from Apr 2024)
• Bereavement leave — 5 days paid (above-statutory for parental bereavement)
• Time in lieu (TOIL) — for overtime banking
• Birthday leave — perks programme

For each new policy, set:

• Name — what employees see in the dropdown
• Default allowance — annual entitlement in days (0 = unlimited)
• Accrual method — pro_rated is best for most cases
• Carry-over allowed — days that roll into next year
• Paid — yes/no (drives whether it's a payroll line)

Public holidays

Set the regional calendar under Settings > General > Public holiday region:

• England & Wales — 8 bank holidays
• Scotland — 9 bank holidays (extras: 2 Jan, St Andrew's)
• Northern Ireland — 10 bank holidays (extras: St Patrick's, Battle of the Boyne)

Public holidays don't debit annual leave when they fall within a booking — the system auto-skips them.

Per-employee override

If you have a Scottish employee on an England-default tenant, override the region on their Employment tab. Their leave calculations use the override.

Next: Setting up payroll.