As an admin, how do I create a leave policy in Asanify?

Asanify allows you to create detailed leave policies customized to your company’s needs.

Step 1: Navigate to Leave Policies

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

Configure how leaves accrue over time:

Accrual Method: Define when during the period leaves are credited (Throughout Every Period/Unlimited)
Total per Year: Number of leaves allotted per year
Accrual Frequency: The interval at which leaves are credited (e.g., monthly, quarterly, annually)
Does accrual happen at the beginning or at the end of the period?: Determines whether accrual happens at the beginning or end of each period
Is Accrual Reset?: Whether leave balances reset at year-end
Waiting Period: Period after which new employees start getting leaves
Max. Balance Days: Maximum balance allowed in leave account at any point
Do you want the leaves to be accrued on pro rata basis?: If Yes, pro-rata leaves are granted based on the employee’s Date of Joining
You can click on "Preview Accrual Dates" to see the exact dates when leaves will be accrued.
You can also use AI to set Accrual Rules. Just describe the rules in plain English and the system will auto-fill the data.

Configure how and when leave balances should reset:

How often should reset happen?: Leave balances reset on the chosen frequency to a defined value(e.g. - monthly, quarterly, annually etc)
What is the start month of the reset cycle?: This determines the reset cycle duration (e.g., Jan–Dec)
Does reset happen at the beginning or end of the period?: Choose whether reset occurs at the start or end of the reset cycle
How many days of leaves can be carried forward after every reset?: Set the Max Carry Days allowed post-reset
Should leave application be allowed for a future reset cycle?: If yes, employees can apply for leaves in the next cycle even before it starts
You can click on "Preview Reset Dates" to view the exact dates on which the reset happens.
You can also use AI to set Reset Rules. Just describe the rules in plain English and the system will auto-fill the data.

These settings control how employees can request and apply for leaves:

Advance Notice Requirement: If yes, specify the minimum number of days before the leave start date
Half-Day Leaves: If allowed, half days wouldn't be counted as leave.
Quarter-Day Leaves: If allowed, quarter days wouldn't be counted as leave.
Maximum Consecutive Leaves: Define the max number of days that can be applied in one go for this leave type
Exclude Holidays from Leave Count: If enabled, any company holidays falling within leave dates will not count as leave days
Exclude Weekends from Leave Count: If enabled, weekends (based on your attendance policy) are excluded from the leave count
Allow Negative Leave Balance: If yes, employees can apply for leave even without sufficient balance. These requests go for manager approval
Leave Type Conflicts - This leave cannot be applied together with: Choose incompatible leave types that cannot be applied in succession with this one

You can also use AI to set Application Constraints. Just describe the rules in plain English and the system will auto-fill the data.