Leave Policies
Leave Policies allow the automation of leave rules within your organisation.
For each leave category, you can create one or more leave policies which are applied to one or more locations. Those policies will then be applied to all employees in that location. This offers flexibility in that you can have a global sick leave policy applied to all employees but country-level annual leave and PTO policies.
The concept of defining a leave type as "main holiday" is redundant and will be removed in future releases.
An example
Assuming you have a leave category called Paid Annual Leave. You can define a policy for that category which sets out the default allowance and carry over rules. 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)
Adding new employees
When you add a new employee to your account, you must select a location. When you create the employee, entitlements will be created for all policies associated with the employee's location.
This means, if you have policies for annual leave, sick leave and parental leave, the employee will have a variety of entitlements attached to their record.
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 entitlements for each employee directly.
Changes to the carry over rules will be applied to all employees at the start of the next year.