Managing Leave Policies

Adding a Leave Policy

*As an HR user, you can add the leave policy of the company by selecting from the leave type(s) you have created and assigning the leave policy to the employee(s) from their profiles while adding or editing them.

Select “Attendance” from the navigation menu.
Select “Settings“.
Select the “Leave Policies” card.
Click the button “New Leave Policy“.
Input the Leave Policy Information.
- Name: Input the name of the leave policy.
- Status: Select the leave policy status from the drop-down menu; Active or Inactive.
- Description: Add a related description of the leave policy.
- Allocations: Select the “Leave Type(s)” that will apply in the leave policy.
  - Note that this is based on the Leave Type(s) pre-added.
    - For more information on adding a leave type, please check the tutorial “Leave Types“.
Click “Save” once done.

Editing a Leave Policy

Select “Attendance” from the navigation menu.
Select “Settings“.
Select the “Leave Policies” card.
Select the leave policy you wish to edit by clicking it.
Click the button “Edit“.
Make needed edits.
Click “Save” once done.

Activating/ Deactivating a Leave Policy

Select “Attendance” from the navigation menu.
Select “Settings“.
Select the “Leave Policies” card.
Select the leave policy you wish to “Mark as Active/ Inactive“.
Click the button “Mark as Inactive” in case the leave policy you selected is “Active” and you wish to de-activate it.
- Click the button “Mark as Active” in case the leave policy you selected is “Deactivated” and you wish to re-activate it.

Deleting a Leave Policy

Select “Attendance” from the navigation menu.
Select “Settings“.
Select the “Leave Policies” card.
Select the leave policy you wish to delete by clicking it.
Click the button “Delete“.
Answer the confirmation message with “Yes” to confirm deletion or “No” to cancel.

Managing Leave Policies

Adding a Leave Policy

Editing a Leave Policy

Activating/ Deactivating a Leave Policy

Deleting a Leave Policy

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