Edit a leave type's rules within a policy
Open the policy on Leave Policies. Under Leave Types, click the relevant type row or Edit Rules. For example, /leave-policies/1/types/8 is the rule page for linked type 8 in policy 1; 8 is not necessarily the catalog leave type's ID. These IDs vary by organization, so navigate from your own policy instead of using the example address.
Rules are stored separately for each type-policy combination. Allow Hourly Requests and Note Required, selected when creating the catalog type, are not entitlement settings on this page.
Illustrative diagram, not a screenshot.
Rule tabs
| Tab | What you can configure |
|---|---|
| General | View the catalog type name; set display color, description, applicable gender, and internal code. |
| Entitlement | Paid/unpaid status, allowance limit, base days, maximum per request, negative balance, and optional age exceptions. |
| Accrual | Grant the annual allowance upfront, daily, or monthly; set leave-year start and any waiting period. |
| Carryover | Reset, carry over, cap, or pay out unused days at year-end. |
| Seniority | Add extra days after specified years of service. |
The code contains a Request Rules tab, but a feature flag currently hides it. The steps below cover the five accessible tabs.
General
- Type name comes from the catalog and cannot be changed here. The Leave Types list also has no rename action. If a different name is required, consider existing policy links and historical requests before creating a new type.
- Select a preset Display color or No color. Description and Internal code are optional; the code can map this type to other systems.
- Applicable gender offers Everyone, Male only, and Female only. According to the UI description, employees without a recorded gender can still see the type.
Entitlement
Payment → Paid leave determines whether days taken under this type are paid.
Limit type and base allowance
| Option | Meaning | Base allowance field |
|---|---|---|
| Limited per year | Annual capped allowance. | Annual base days |
| Limited per month | Allowance granted at the beginning of each calendar month. Unused days do not roll over. | Monthly base days |
| Limited per event | Allowance granted for each occurrence. | Days per event |
| Unlimited | No balance limit or tracking. | No day amount. |
For example, Limited per year + Annual base days: 12 gives a base allowance of 12 days per year. Marking a type “hourly” does not itself grant 12 days or any other balance. The read-only Hours per day value comes from the policy's Calculation Settings and is used in the hours preview.
Other entitlement limits
- Maximum Leave Duration: Choose Limited and enter Days per request to cap a single request. Unlimited removes only this per-request cap; it does not make the balance unlimited.
- Negative balance: Choose Not allowed, Unlimited, or Limited to a maximum. For the last option, enter Maximum negative days. Negative balance rules do not apply to an Unlimited entitlement, which does not track a balance.
- Age exceptions: Optionally set separate day amounts for employees under 18 and 50 or older. Each amount replaces the base allowance for that age group; seniority additions are applied afterward. Setting it below the base amount reduces that group's allowance.
Accrual
This tab applies to limited-per-year allowances. Choose daily, monthly, or yearly/upfront (Yearly) Accrual frequency. With yearly/upfront, the full allowance is granted at the start. Monthly also requires an Accrual day (1–28 or the last day) and a Rounding choice (No rounding, half day, or whole day).
The Leave year start can be Calendar year or Employment anniversary. Daily/monthly accrual includes an Continue accruing while on leave toggle. If Waiting period for new hires is enabled, enter the period in months; otherwise employees can use leave from day one.
Carryover
Set what happens to the remaining days at the end of a limited annual leave year:
| Option | Effect / additional field |
|---|---|
| Reset to zero | Clear unused days. |
| Carry over everything | Carry over all remaining days. |
| Carry over up to a maximum | Enter Maximum carried-over days. |
| Carry over up to a maximum, with an expiry date | Enter the maximum and Expiry date. |
| Cap the standing balance | Keep the total accumulated balance below Maximum standing balance continuously, not only at year-end. |
| Pay out unused days, then reset | Pay out unused days and clear the balance. |
Carryover decision date sets the day/month on which the balance is evaluated. Carryover does not apply to types without a limited annual allowance.
Seniority
Turn on Extra days by years of service and click Add tier. Each row specifies After years of service and Extra days. The page previews the total of the base allowance and tiers. Seniority can also apply to per-event allowances, but not unlimited ones.
Save and review
Click Save leave type at the top. If a tab shows an error indicator, correct the relevant field. Leaving with unsaved changes triggers a warning.
For Limited per month, Accrual and Carryover are disabled because the allowance renews monthly. They may appear for per-event or unlimited types, but their settings do not apply.