Leave
Leave types and policies, how leave is credited and carried forward, the sandwich rule, leave requests, approvals and balances.
- Add leave types Add the kinds of leave your business gives, such as casual or sick leave, decide whether each is paid and can be taken as a half day, and archive old ones.
- Create a leave policy Set how many days of each leave type staff get a year, how they are credited, carry forward, half days and negative balances, then assign the policy.
- How leave is credited and carried forward Monthly and all-at-once credit, joiners in the middle of a leave year, carry forward caps, negative balances and how balances add up.
- The sandwich rule How X counts weekly offs and holidays that fall between leave days or between absences, with the two separate sandwich switches.
- Approve and cancel leave Approve or reject leave requests from Approvals, cancel approved or waiting leave from the Leave page, and see how leave changes attendance.
- Mark leave for a staff member Record leave on behalf of a staff member for one day, half a day or a range of dates, for example when they call in sick.
- See the leave calendar and balances See upcoming and past leave for your team, the leave calendar for a month, and each staff member's balances on their profile.
- Set opening leave balances Enter the leave a staff member already had when you started with X, or add or remove days by hand, from the Leave tab of their profile.
- See a staff member's leave Open the Leave tab of a staff profile to see each leave type's balance for the leave year, the leave taken and a month calendar of leave days.