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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:

ViewDescription
All Leave TypesShows all leave types including inactive ones
Active Leave TypesFiltered to show only active leave types

Creating a Leave Type​

  1. Navigate to Leave Types.
  2. Click Create.
  3. Fill in the fields below.
  4. 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:

  1. At the end of the fiscal year, unused days are calculated: total_days - used_days - pending_days
  2. The carryover amount is capped at the Max Carry Forward Days limit (or the global limit from settings, whichever is lower).
  3. The carried-forward days appear in the next year's leave balance as Carried Forward Days.
  4. 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.

осторожно

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:

  1. Navigate to Settings > HRM Configuration > Leave Management.
  2. In the Auto-Approve Leave Types field, select the leave types that should be auto-approved.
  3. Save.

Example: Work From Home leave is commonly set to auto-approve since it doesn't require manager review.