Admin Training 3: Decide What Time Off People Get With Leave Types and Policies (Slack)

A Leave Type is a kind of leave, like Paid Time Off or Sick Day. A Leave Policy decides how that leave works in one Location. Create each type once, then give each Location its own policy.

Decide First

For each Leave Type in each Location, decide:

• How much: a yearly quota, or unlimited.
• How it's earned: all at once, or accrued over the year (monthly, semimonthly, biweekly or weekly).
• Approval: whether requests need an Approver.
• Unused days: whether they carry over to next year (Brought Forward).
• Smallest request: full day, half day, or shorter.

Start with quota, approval and smallest request. Turn on accruals or Brought Forward only if your leave policy has them.

Create the Leave Type

1. In the left-hand menu, under Leave Setup, click Leave Types, then Create a Leave Type.
2. Enter a Name, pick a Color, and choose how the leave shows in calendars (for example, Busy).
3. Click Next. If a similar Leave Type already exists, Vacation Tracker suggests using it in more Locations instead. Click Yes, I want to create leave type only if you need a separate type.
4. Under Assign to Locations, choose the Locations that offer this leave, fill in the Leave Policy (at least the Yearly Leave Quota) and click Create And Assign.

To add an existing Leave Type to another Location later, open the Location, go to Leave Policies, and click Assign Leave Policy.

Set the Policy

The main settings on a Leave Policy:

• Yearly Leave Quota or Unlimited Quota
• Approval Required
• Shortest Leave Duration
• Accruals and Brought Forward Settings
• Allow Negative Balance, Reason Required, Edit & Request Leaves In The Past and Hide Leave Type
• Time Off In Lieu (TOIL)

Check It Worked

Go to Leave Setup > Leave Policies and filter by Location. Every leave type that Location offers should be listed and switched on, with the right Yearly Leave Quota, Approval Required and Shortest Leave Duration.

Common Questions