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Set up leave
Leave types, the rules for each, and a plan that gives everyone their balances.
Who: The owner, an Admin, or HR.
Create your leave types
A new workspace starts with none. Go to Leave → Configuration → Leave types and add the ones you give — for example Casual, Sick and Earned leave, and an unpaid type.
Set the rules in a policy
Under Policies, set how many days a year each type gives, whether half days are allowed, how far back someone can apply, and whether it is unlimited.
Put them in a plan
Under Plans, create a New plan, then use Assign types to add each leave type with its policy.
Enrol everyone
Press Enrol employees on the plan. It becomes the active plan, every active staff member is put on it, and their balances are created. Only one plan is active at a time.
After adding new people
Press Generate balances to create balances for anyone added since.