How to Create Leave Policy

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    Introduction

    This guide will walk you through how to create a complete leave policy using the StaffInc Suite. The feature allows you to define and customize leave combinations tailored to your organization’s policies. This step-by-step demo makes the process simple and efficient.

    Step-by-Step Guide

    1. Access Configuration Menu
      • Navigate to the sidebar and click on “Configuration.”
    2. Start the Demo
      • On the “Create a Complete Leave Policy” popup, click the “Start Demo” button.
    3. Navigate to Attendance Settings
      • In the configuration panel, select “Attendance” to enter leave and attendance settings.
    4. Customize Your Leave Policy
      • You’ll be directed to a setup interface where you can define leave types, quotas, combinations, and approval settings tailored to your organization’s needs.
    5. Save the Settings
      • Once you’ve configured your leave policy, save your settings to apply the new policy system-wide.

    Possible Use Case

    Use Case Name First Occurrence Probation Months Balance Type Recurring Period Include Probation? Monthly Leave Auto Renew Date Carry Over Grace Period End Description
    A. Standard Monthly Accrual After Probation After Probation 3 Limited Monthly No 1 1st Active 31 Dec Balance starts after 3-month probation. Employee earns 1 day/month. Probation months excluded.
    B. Immediate Monthly Accrual From Join Date 0 Limited Monthly Yes 1 1st Active 31 Dec Leave starts accruing from day one. Includes probation period in calculation.
    C. Annual Entitlement After Probation After Probation 6 Limited Annual No 12 (annual) 1 Jan Inactive None Leave credited annually post 6-month probation. Useful for high-trust, salaried roles.
    D. Unlimited Leave from Start From Join Date 0 Unlimited N/A N/A N/A N/A N/A N/A Employees can request leave anytime. Common in creative or results-only work environments.
    E. Monthly Accrual with Probation Included After Probation 2 Limited Monthly Yes 1 Join date + 2m Active 1 Year After Leave accrues from probation period. Workers are rewarded earlier while still maintaining probation policy.
    F. Project-Based Freelance Unlimited From Join Date 0 Unlimited N/A N/A N/A N/A N/A None Used in freelance/project-based setups where time-off tracking isn't enforced.
    G. Strict Corporate Annual Leave After Probation 3 Limited Annual No 12 Every 2nd Jan Not Active 31 Jan Rigid annual system typical in legacy corporate or government orgs.
    H. Leave Bank Post-Probation Only After Probation 6 Limited Monthly No 1 1st of month after probation Active 30 days after year end Used when company wants to ensure full commitment before offering any benefits.

    Conclusion

    By following this demo, you’ll be able to build a leave policy that fits your organization’s structure—from simple annual leave to more complex combinations. Mastering this function helps ensure clarity, consistency, and compliance across teams. 🎯