Define the leave categories and rules used by your organisation before employees submit requests.

1. Confirm leave policies #

List the leave categories, eligibility rules, entitlements and approval responsibilities approved by your organisation.

2. Create leave types #

Add clear names for each category and configure the available settings in line with company policy.

3. Review employee assignments #

Check which employees are eligible for each category and confirm opening balances where applicable.

4. Check a sample request #

Review the request and approval workflow, then verify the effect on the employee’s leave balance.