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Leave Tracker

Leave types and policy

Choose what people can request, how each type is counted, and the team's balance rules.

Both are team settings: open Holidays / Leaves, pick the team, and go to Settings.

Leave types

A new team starts with these types: Personal leave, Sick leave, Vacation/paid time off, Maternity/Paternity leave, Bereavement leave, Compensatory leave and Other, which all count against the annual allowance, and Unpaid time off, which isn't counted. Team holiday is built in.

Settings > Leave types: the team's leave types with how each is counted, and the editor for one type

Select a type to edit its rules, or Add leave type:

RuleWhat it does
Counts againstAnnual allowance (the team's yearly days), Own balance (a separate number of Days a year, with its own Carry over), or Doesn't count
Needs approvalOn: requests wait in Approvals. Off: they're approved straight away
NoticeHow many days ahead a request must be made. 0 means any time
Reason neededPeople must add a reason
Half daysPeople can request a morning or afternoon off
PrivateTeammates see "Time off", without the type or the reason

Select Save rules. Removing a type stops people requesting it; leave already taken with it stays on record. A team needs at least one leave type.

Customizing leave types is on the paid plans.

Leave policy

Settings > Policy: annual allowance, carry-over, requests beyond balance, the absence limit and visibility

  • Annual allowance: days each member gets a year.
  • Carry over unused days: up to this many unused days move into next year's allowance, once.
  • Allow requests beyond balance: when off, a request that would take someone past their balance is refused. Approvers can still record it. On by default.
  • Limit how many can be off at once: requests and approvals show a warning when this many teammates are already off on a day.
  • Members see each other's approved leave: teammates see each other's approved leave on Overview and Calendar, without reasons. On by default.

Select Save policy. To give one person a different allowance or add or take away days, see Adjust a balance.

How days are counted

Leave only counts working days (set in the workspace's settings). Team and public holidays inside a leave aren't charged, and half days count as half.

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