What is a generic leave policy
Generic leave policies are leave policies that fall outside of the annual leave and emergency leave category. For example, medical leave and study leave. It is set up to allow all or a certain group of employees to be able to submit leave requests.
To set up a generic leave policy:
On your admin dashboard, head to the left panel.
Click Leaves > Policies.
Click Create Leave Policy.
Select Generic Leave .
Click Create Policy.
Fill in the required fields. Refer to the paragraphs below for more details. Tick Add to Special Leave to enable this generic policy to be attached to a special leave policy later on.
Confirm by clicking Confirm.
Click Leaves > Policies.
On the right of the policy, under Status, slide ON.
Confirm by clicking OK to activate the policy. This will allow employees to view and submit a leave request for this policy.
What to fill in
Section 1: Policy Information
Select leave category as Generic Leave
Enter leave policy name for internal purposes. For example, Sick Leave for Contract Staff.
Tick the display name box and enter a display name. This is what your employees will see. For example, Sick Leave.
If you require your employees to provide attachments and description, tick the relevant boxes.
Advanced Settings allows you to set more thorough settings such as working or calendar days, pay type and requirements to apply for the leave in advance.
Section 2: Eligibility
Select Yes, if all employees are eligible to submit a leave request on this policy.
Select No, and choose the relevant criteria for the group of employees that are allowed to submit a leave request for this policy . For example, you only want contract employees to be able to submit a request for this policy; select contract type and uncheck the permanent box. This allows only employees tagged as Contract to view this leave policy in their app and apply for this leave request.
Section 3: Entitlement
Enter the default entitlement days. For example, 20 (days sick leave).
Tick Add to Special Leave to enable this generic policy to be used as a special leave later on.
Advanced Settings allows you to choose your leave cycle date, half days setting, mandatory consecutive leave setting, a different entitlement for all or a group of selected employees.
Section 4: Approval Routing
- Select Yes, if you would like to use the default approval routing as set in Leaves > Settings.
- Select No, to set specific approval routings.
- Click Add Approval Routing.
- Choose Group, Select Approval Routing.
- Click Confirm.
- Repeat this step to add multiple groups of employees.
- Tick Auto Approved to auto-approve a leave request after receiving no response from the employee’s manager after a chosen number of days.