Leave Policies
On your account, you will designate one leave category as "main holiday". This means that it is the category used when your employees take PTO or annual leave. For that category, you can apply a default policy that will apply to all new employees onboarded in the locations to which the policy applies.
If you have employees in the US and the UK and the former receive 10 days PTO and the latter receive 25 days, you would set up two policies - one for each location.
The policy allows you to define:
- the default allowance for each employee
- the amount of the allowance that can be carried over to the following year (if Leavetrack is set to automatically manage)
Changing the policy
If you change the policy, changes to the allowance will not be applied to existing employees. To change allowances for existing employees, you will need to edit holiday entitlements for each employee directly.
Changes to the carry over rules will be applied to all employees. To see the effect of the change, you can go to the Entitlement Summary report and look at the next holiday year. On that report, you will see where the carry over has been added to the allowance for each employee.