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Leave Policies

Leave policies let you set the leave entitlements for your India EOR employees: which leave types they get, how many days per year, how those days accrue, and whether unused days carry forward. This page is for employers.

Opening the Leave Policies page​

The Leave Policies page lives at /employer/eor/leave-policies. The easiest way to reach it is from the Leave Requests page: click the Manage Policies button in the top right. You can also open the Leave Policies link directly. Both leave pages have a ← Back to EOR Dashboard button to return to your Home dashboard.

Leave types you can configure​

When you create or edit a policy, the Leave Type dropdown offers four options:

Leave TypeTypical use
CasualShort-notice personal time off such as errands, appointments, and family events.
SickIllness or medical appointments.
EarnedPlanned vacation or longer time off, usually with advance notice.
UnpaidTime off without pay, used when paid leave does not apply or is exhausted.

These four types are what the policy form actually presents. Parental, maternity, and paternity leave are handled separately (see Special Leave).

Creating a policy​

  1. On the Leave Policies page, click + New Policy in the top right.
  2. The Create Leave Policy dialog opens. Fill in:
    • Policy Name: a descriptive name, for example "Casual Leave".
    • Leave Type: one of Casual, Sick, Earned, or Unpaid.
    • Days per Year: the annual allowance for this policy. The minimum is 0.
    • Accrual Rule: how the allowance is granted (see below).
    • Allow carry forward: tick this if unused days can roll into the next year. When ticked, enter a Max Carry Forward Days value (minimum 0).
  3. Click Create Policy to save. This button (labelled Create Policy when you are creating a policy and Save Changes when you are editing one) stays disabled until you fill in the Policy Name.

Accrual rules​

The Accrual Rule dropdown offers four options:

Accrual RuleWhat it means
Annual (Upfront)The full allowance is granted at the start of the year.
MonthlyThe allowance builds up month by month.
QuarterlyThe allowance builds up each quarter.
NoneNo automatic accrual.

India statutory defaults​

If you have not set up any policies yet, the empty state offers an Apply India Statutory Defaults button. Once you have policies, the same action is available as Apply Defaults in the green banner below the policy cards. The banner reads India Statutory Defaults followed by "12 Casual + 12 Sick + 15 Earned leave days/year", with the Apply Defaults button on the right. Applying defaults creates these three policies:

  • Casual Leave: 12 days per year, granted upfront, no carry forward.
  • Sick Leave: 12 days per year, granted upfront, up to 12 days carry forward.
  • Earned Leave: 15 days per year, monthly accrual, up to 30 days carry forward.

You can edit any of these afterwards to match your own policy, as long as you meet applicable statutory minimums.

warning

Applying defaults is not idempotent. Each click creates three new policies (Casual Leave, Sick Leave, and Earned Leave) with no deduplication, so running it a second time leaves you with duplicate Casual, Sick, and Earned policies. Apply the defaults only once. After that, use Edit or Delete on the existing policy cards instead of applying the defaults again.

note

Maternity and paternity policies are not part of this "India Statutory Defaults" action. They are set up separately, as described in Special Leave.

Editing and deleting policies​

Each policy is shown as a card with its allowance, accrual rule, carry-forward setting, and an Active or Inactive badge.

  • Edit: click Edit on a policy card to change its name, allowance, accrual, or carry-forward settings.
  • Delete: click Delete, then Confirm. A policy that already has employee balances against it cannot be permanently deleted; it is deactivated instead so historical balances stay intact. A policy with no balances is deleted outright.

How balances are tracked​

Leave balances are tracked per calendar year (January to December). Each balance record holds:

  • Total allowance: days available for the year.
  • Accrued: days accrued so far (equals the total for upfront accrual; builds up for monthly or quarterly).
  • Used: days taken through approved requests.
  • Pending: days tied up in pending requests.
  • Carried over: days carried from the previous year.
  • Available: Accrued + Carried Over - Used - Pending.

Default balances for India EOR employees​

Until policies are assigned, India EOR employees still see starter balances so they can request leave from day one:

  • Sick Leave: 12 days
  • Casual Leave: 12 days
  • Earned Leave: 0 days