Leave and approval policies
Configure leave types, balances, chains, and request decisions.
Create Leave Types, then configure entitlement or accrual behavior, request windows, documents, and approval chains. A PTO Balance stores remaining Time-off minutes for one Employment and Leave Type.
Approval chains can require multiple steps. The Workplace's Schedule policy controls automatic approval for Shift Releases, Pickups, and Swaps. A Leave request is not approved until all required chain steps succeed.
Managers can import starting balances from CSV and adjust balances from the Time off area. Verify Workplace, Leave Type, units, and target Employments before applying an import.
Approved time off participates in schedule conflict detection but remains distinct from Unavailability and Work Preferences.