How to Edit the Basic Information & Request Policy of Leave Policy

This video explains how admins can edit the Basic Information and Request Policy sections of a Leave Policy in Staffinc Suite. These sections contain the core configuration details such as policy name, description, and request-related settings. Editing them allows you to adjust how employees request and manage their leaves. All saved changes are applied immediately to both the Client Portal and the Staffinc Work (mobile app).

Step-by-Step Guide

1. Login to your Staffinc Suite account.
2. Navigate to Settings → Leave Policy.
3. Open the specific Leave Policy you want to edit.
4. Click Edit on the Leave Policy details page.
5. Modify the data points under the Basic Information and Request Policy sections as needed.
   • ⚠️ Note: Only fields in these two sections are editable; Balance Configuration is permanently locked.
6. Click Save Changes.
7. All changes will be applied immediately across both the Client Portal and Staffinc Work mobile app.

Key Information

• Only the data points located in the Basic Information section and Request Policy section can be edited.
• The Balance Configuration section cannot be edited once the policy is created.

By learning how to edit the Basic Information and Request Policy sections of a Leave Policy in Staffinc Suite, admins can easily adjust leave rules, update policy details, and fine-tune request settings without disrupting active balances. This ensures that all users have consistent and up-to-date leave policy configurations across all platforms.