Leave Management
Assign leave policies to employees
By default employees get every active policy for their branch. Limit individual employees to specific policies, or switch them back.
- HR Admin
- Payroll Admin
On this page (3 sections)
Branch default
Every employee automatically gets every active leave policy that applies to their branch. You only need to assign policies when someone should have fewer — for example, an intern who shouldn’t get earned leave.
Limit an employee to specific policies
- Payroll
- Payroll Settings
- Leave Policies
- Assign Employees
Search for the employee by name, employee ID or email.
Click the summary button on their row (for example “Branch default · 5 policies”).
Untick Use branch default (every active policy for their branch).
Tick the policies they should have — at least one.
Click Save {n} Change(s). You’ll see “Leave policy assignments saved”.
To undo, tick Use branch default again and save. Existing balances are kept either way.
What a custom assignment changes
- Policies not assigned disappear from the employee’s balances and leave type list.
- They stop accruing for that employee.
- Requests against them are refused with “This leave policy is not assigned to this employee”.