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.

Updated 30 Oct 2026 · 1 min read · For: Owners, Admins and managers

A leave policy says how much leave of each paid type staff get, and how it behaves.

Create a policy

Go to Leave → Policies and types.
Under New leave policy, enter the Policy name.
Choose the Policy cycle and the month the Leave year starts in, for example January or April.
In the table, tick each leave type the policy includes, and fill in its row:

Column	What it means
Days per year	How many days of this type a staff member gets in a leave year
Credited	Monthly, All at once or Not credited
Carry forward up to	The most unused days to move into the next leave year. Not applied by itself: see carry forward
Half day	Whether half days are allowed under this policy
Negative balance	Whether staff may go below zero
Encashable	Marks the type as one you may pay out. X has no encashment step: pay it as a one-time earning

Turn on Count weekly offs and holidays between leave days (sandwich) if you use the sandwich rule. See The sandwich rule.
Tick Default for staff without an assignment to make it the business default.
Select Save.

Each policy card shows its total leave days a year and how many staff it is assigned to.

Under Assign a policy, choose who it Applies to: the whole business, a branch, a department, a work site or one staff member.
Choose the Policy and the date it applies Starting.
Select Assign.

The default policy cannot be deleted. To change a policy, select Edit, make your changes and select Save.

Can different staff have different policies?

Yes. Assign a policy to a branch, a department, a work site or one person. The most specific assignment wins.

Write to us with your business name and what you were trying to do. We answer by email.