Step 1: Navigate to Leave Policies
From the Dashboard, click on the Leave dropdown
Go to the Policies tab
Click on the + Create Policy button
Step 2: Basic Policy Details
Fill in the basic details to get started:
Policy Name: Name of the leave policy
Description: Describe who this policy applies to and any relevant notes
Leave Type: Select a leave type (e.g., Sick Leave, Casual Leave). This defines the customization options available
Effective Date: Date from which leave starts accruing (if no waiting period)
Encashable: Specify if leaves can be converted to monetary value
Step 3: Use AI for Accrual Rules
Use the "Use AI" feature on the right hand side. Start by explaining in plain English how leaves accrue over time in the text box. Click on Auto-Fill Form.
The AI will understand the prompt and auto-fill the different fields in the page.
Click "Set Reset Rules" to move to next step.
Step 4: Use AI for Reset Rules
Use the "Use AI" feature on the right hand side. Start by explaining in plain English how leave balances are reset over time in the text box. Click on Auto-Fill Form.
The AI will understand the prompt and auto-fill the different fields in the page.
Click "Set Application Constraints" to move to next step.
Step 5: Use AI for Application Constraints
Use the "Use AI" feature on the right hand side. Start by explaining in plain English how employees are supposed to apply for leave in the text box. Click on Auto-Fill Form.
The AI will understand the prompt and auto-fill the different fields in the page.
Click on Next to view the summary of the leave policy create and click on Create to create policy.
This is how you can use Asanify AI to easily configure leave policies.