Configure Leave Types
Set leave categories and annual allowances for HRM.
Leave types define the categories employees can use when requesting time away.
Leave types should be stable before employees start using self-service. Changes after requests exist can affect reports and manager interpretation.
How Leave Types Are Used
Leave types appear in leave request forms and HRM leave reports. They help managers understand whether time away is annual leave, sick leave, unpaid leave, or another company-specific category.
Leave types should match the policy employees actually follow. If employees do not recognize a category, they will choose the wrong one and HR reports will need manual cleanup.
Add A Leave Type
- Open Settings.
- Go to HRM.
- Open Leave Types.
- Select the add action.
- Enter the leave type name.
- Enter the days per year.
- Save the leave type.
Examples include annual leave, sick leave, and unpaid leave.
Before Adding Leave Types
Start from the written HR policy. Create categories employees understand and managers can approve consistently. If a leave type has special approval or payroll handling, document that process before inviting employees to use it.
Days Per Year
Use days per year to document the normal annual allowance for that leave
type. Paid leave types should have a clear allowance. Unpaid or special leave
types can use 0 when there is no annual allowance.
Before changing an allowance, check whether requests already exist for the current year. A policy change may need HR communication and a report review so employees understand what changed.
Naming Guidance
Good examples:
- Annual Leave
- Sick Leave
- Unpaid Leave
- Parental Leave
- Bereavement Leave
- Study Leave
Keep names clear because employees see them when submitting requests and HR sees them in leave reports.
Avoid near-duplicates such as Sick, Sick Leave, and Medical Leave unless
your policy treats them differently. Duplicate categories make balances and
reports harder to explain.
Before Using Leave Tracking
Review leave types before employees begin submitting requests. Changing leave types after requests exist can make reports harder to interpret.
If the leave type is no longer used, prefer making the process clear before removing or renaming it. Existing requests and reports should remain easy to understand.
Policy Change Handling
When policy changes, decide whether to rename an existing type, create a new type, or stop using an old one. Communicate the change before employees submit new requests.
For payroll-sensitive leave, review existing pending and approved requests before changing allowances or names.
Reporting And Payroll Impact
Leave type changes affect reports, manager review, and payroll interpretation. Before renaming or changing an allowance, export or review the current period so HR knows which requests were created under the old policy.
If an old category should no longer be used, communicate the replacement and review pending requests before approving them. This prevents reports from mixing old and new policy language in the same payroll period.
Review Leave Types
Review leave types:
- before inviting employees to HRM self-service
- before a new calendar or fiscal year
- after a policy change
- before exporting leave reports for payroll or compliance
- after importing employees or historical leave data
Create one internal test leave request for each important type and confirm the request, approval, and report labels are clear.
If employees keep choosing the wrong type, rename the type or add team guidance before approving more requests.