Instructions for creating a new Leave Policy

Step 1: Go to + create policy tab.

Step 2: Naming the policy and choosing the leave type.

Step 3: Choosing the accrual method and accrual period

Step 4: Setting leave application constraints

Step 5: Confirming the details

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From the Dashboard, click on the Leave dropdown

Go to the Policies tab from the Leave dropdown

Click on the + Create Policy button to start creating a new policy.
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We start creating the policy by:

entering the Name of the policy.

A description explaining the policy on whom it applies and what it means.

Choose a Leave Type: Choosing a leave type is important because few leave points may have different customizable options.

Effective Date: The date from which the policy starts accumulating leaves in case of the absence of a waiting period.

Are the leaves Encashable: An optional feature, in case the leaves can be encashed into money.

In Is Accrual Fixed: we decide whether a fixed amount of leaves are added in every certain period of time.

Accrual Method: helps us decide at what point of the period the leaves get credited in the balances

Total per year: is the number of leaves allotted per year for the employee.

Accrual Period: This is the duration in which the leaves get added to the leave balance.

Is Accrual at beginning: Decides whether the accrual happens at the beginning or the end of the period

Is Accrual reset: Decides whether the accrual resets at the end of every year.

Waiting Period Unit: the period after which leaves are credited to a new employee

Max. carry days: Maximum number of leaves which can be carried to the next Accrual Period

Max. Balance Days: The maximum balance leaves which can be in the Balance at any point in time

Is DOJ considered: decides whether the DOJ is considered to give leaves on a pro-rata basis.

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Apply before days: Gives the minimum number of days before which the leave request has to be applied.

Maximum Consecutive Leaves: The maximum number of consecutive days for which the leave can be applied

Is holiday excluded from leave count: If Yes, If any company holidays fall between leave apply days, they will be excluded from the leave count

Is weekend excluded from leave count: If Yes, If any weekends (as defined in attendance policy) fall between leave apply days, they will be excluded from the leave count

Are half Days allowed: If allowed, half days wouldn't be counted as leave.

Are Quarter Days Allowed: If allowed, quarter days wouldn't be counted as leave.

Negative Balance Allowed: If yes, the leave balance can be negative but will be compensated through the Leave Accrual.

This Leave cannot be applied together with: Depending on the leave types chosen, these leaves cannot be requested consecutively.

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Check Thoroughly through the Summary, and use the go back option to edit any details

use the Create option to create the leave policy

Now the policy has been created and you can now assign employees to that policy