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:
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
Open the new policy dialog
On the Leave Policies page, click + New Policy in the top right.
2
Fill in the policy details
The Create Leave Policy dialog opens. Fill in:
- Policy Name: a descriptive name, for example “Casual Leave”.
- Leave Type: one of Earned / Privilege, Casual, Sick, 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
Save the policy
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: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 statutory starter 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.
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
Related
- Requesting Leave - how employees submit requests and how you approve them.
- Leave request rules and limits - the validation rules every request must pass.
- Special Leave - maternity, paternity, and other categories.
- For the consolidated Benefits view of time off, see Time Off Management.