Set up leave policies and public holidays

In the Admin Console, open Leave & Policies under People and Contact. Leave policies define how leave builds up, in line with the laws of your country. Each policy shows its name, leave type, entitlement, the most days that can be taken in a row, when it starts and whether it’s shown on the payslip.

Under Email Settings, add the people who should receive new leave requests in Leave Requests Receivable Notification, and tick Notify The User Manager to include each person’s manager. Click Save.

1. Click Add New Policy, or Add New policy at the bottom of a policy group.
2. Under Basic Information, enter the Policy Name, choose when it Starts On and set the Entitlement in days, hours, weeks, months or years.
3. Expand Applicable Settings, Accumulation, Encashment and Carry Forward to set the rest of the rules, such as how leave builds up and whether unused leave carries over.
4. Click Add Policy.

The animation below walks through these steps.

1. In the Admin Console, open Holidays.
2. Click Add New Holiday Group to create a holiday calendar, or use the one you already have. Filter by year with All Years.
3. Click Add New Holiday and enter the name, the actual date and the observed date.

Holidays make leave calculations more accurate. Each person’s Default Holiday Group is shown on the Job tab of their profile.

• Manage leave requests
• Account for leave, holidays and working hours
• Set up payroll for an organisation