📁Leave types
Leave Types define the categories of leave available to employees in your organization. Each type has its own annual entitlement, approval requirements, and carryover rules. Leave types must be configured before employees can submit leave requests or have leave balances allocated.
Managing Leave Types
Navigate to Leave Management > Leave Types from the sidebar.
The leave types list comes with two pre-configured views:
All Leave Types
Shows all leave types including inactive ones
Active Leave Types
Filtered to show only active leave types
Creating a Leave Type
Navigate to Leave Types.
Click Create.
Fill in the fields below.
Click Save.
Available Filters
Name — text search
Is Paid — Yes / No
Requires Approval — Yes / No
Carry Forward — Yes / No
Is Active — Yes / No
Days Per Year — numeric range
Carry Forward Rules
When Carry Forward is enabled on a leave type:
At the end of the fiscal year, unused days are calculated: total_days - used_days - pending_days
The carryover amount is capped at the Max Carry Forward Days limit (or the global limit from settings, whichever is lower).
The carried-forward days appear in the next year's leave balance as Carried Forward Days.
Carried-forward days expire after the configured number of months (see Leave Carryover).
Example: An employee has 18 Annual Leave days, uses 12, and has 0 pending. With a max carry forward of 5 days, 6 unused days are available, but only 5 are carried forward.
Deleting Leave Types
Leave types support soft deletes. Deleted types are moved to the trash and can be restored.
Important: Deleting a leave type will cascade-delete all associated leave balances and leave requests. Reassign or resolve pending requests before deleting a leave type.
Auto-Approve Configuration
Specific leave types can be configured to bypass the approval workflow entirely. When an employee submits a request for an auto-approved leave type, it is immediately approved without manager intervention.
To configure auto-approve:
Navigate to Settings > HRM Configuration > Leave Management.
In the Auto-Approve Leave Types field, select the leave types that should be auto-approved.
Save.
Example: Work From Home leave is commonly set to auto-approve since it doesn't require manager review.
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