<aside> 💡 Updating your Organisation’s leave policies may result in corresponding affected employees’ leave requests (Both approved and unapproved) getting cancelled. They would have to request for those leaves again once the policy has been updated

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1. Navigate to the “Policies” tab under “Leaves” and click on the “Leave Policies” tab.

1. Click on “Create leave policy” to create a new policy in your organisation. The leave policies may cater to different segments of your employees. Be it based on Job title, Work locations, Teams, etc. Let us now see how it works by creating and assigning a leave policy to the design team in our organisation

1. Fill out the basic policy details

1. Now click on “Add Leave Type” to add a new leave type to the current leave policy

1. Give a name to the leave type or select from one of the existing ones you have already created for the organization

1. Customising the leave type policy

   1. Unlimited Leaves - choose this if you want your employees to take unlimited time off without configuring leave balances and the calculations around how these balances are updated. The following are the settings you can configure for Unlimited Time Off

      1. Paid / Unpaid - Decides whether the leave type is a paid or unpaid time off.
      2. Allow Retroactivity - Allows the policy holders to book leaves for past dates.
      3. Auto Approval - Bypass the approval flow from the employee’s manager for this kind of leaves

      

   2. Limited Leaves - choose this if you want your employees to have limited leaves of this kind and configure how the balances should be accrued, carried forwards and/or encashed and much more

      1. Paid / Unpaid - Decides whether the leave type is a paid or unpaid time off.
      2. Allow Retroactivity - Allows the policy holders to book leaves for past dates.
      3. Auto Approval - Bypass the approval flow from the employee’s manager for this kind of leaves.
      4. Default leave balance - Amount of leaves of this type to be credited to the policy holder at the beginning of the calendar year.
      5. Maximum balance cap - Upper cap on the amount of leaves of this type the policy holder can have at any given point in time.
      6. Monthly leave accrual - Monthly increment in leave balance of this type.
      7. Annual carry forward - % of the available leave balance at the end of the year the employee is eligible to carry forward to the next calendar year.
      8. Negative leave balance - Allows the employee to book leaves of this kind even after he exhausts his balance (Paid leaves of this kind will result in a Loss of Pay if utilised beyond the available leave balance)
      9. Pro-ration of leave balances (Recommended) - Enable this if you wish to credit the ‘Default leave balance’ partially to new hires who join in the middle of the year. Ex: If your Default leave balance is 12 and an employee joins in the middle of the calendar year (i.e June), 6 leaves would be credited to his leave balance.
      10. Leave Encashment - You can choose to pay out the rupee equivalent of the remaining leave balances to the employee either at the end of every annual cycle or at the time of his termination. Disable this if you do not want the policy holders to encash this type of leaves

      

2. Once you’ve configured the leave type, click on “Add To Leave Policy” to temporarily add it to the list of leave types in the current policy.

1. Repeat the process to add as many leave types to the leave policy as you wish. Once you have added all the leave types and their configurations, Click “Save Leave Policy” to save the policy to your Organisation’s list of policies

1. Now, Click on the “Manage Assignees” to start assigning the newly created policy to the relevant employees.

1. In the “ Edit Assignees” Dialog box that pops up, click on “Unassigned Employees” tab to view the list of all the employees in the organisation without a leave policy