Set up leave types and policies
For workspace admins. Create and edit leave policies — allowance, assignment, and approval.
Last updated About 1 hour ago
Business plan only. Free workspaces do not show Time Off in the sidebar.
Workspace admins · Business plan
Admins open Time Off → Policies. Each row is a leave type and its full policy. Click + New Policy or the edit icon on a row to open the policy wizard.
The wizard walks through six steps:
Details — name, color, hours vs days, active or inactive.
Allowance — yearly grant vs accrual, carryover, caps, and (for hourly teams) optional earn-from-tracked-time rules.
Proration — how hire and termination dates affect the first and last period.
Requests — required notes, notice periods, min/max duration, waiting periods after join.
Assignment — which org roles and people receive this policy.
Approval — who approves and optional auto-approve after N days.
On Approval, choose Reports-to manager (org chart), Specific roles, or Specific people. Make sure requesters have a reports-to person or parent role when using reports-to — otherwise required approvals cannot be routed.