Time off and leave settings

Use Settings → Time off to control who can request time off, which days count as the weekend, and how leave caps reset (never, calendar year, hire date, or a custom date).

Use Settings → Leave types for Workplace categories such as vacation, sick, or unpaid — each with classification, paid status, and an optional approval chain.

Use Settings → Leave policies for the rules behind each type: accrual method and amount, carry-forward, maximum and negative balances, request rules (minimum service, notice, maximum consecutive days, when a document is required), and encashment.

Approval chains order the Managers who decide a request — up to ten steps, each with an approver and optional escalation timing.

Setup order

1. Create clear Leave Types.
2. Configure the policy for each type.
3. Add approval steps and responsible Managers.
4. Set or import starting balances where applicable.
5. Test a representative request before announcing the process.

A PTO Balance is stored in hours for one Employment and Leave Type. Approved time off appears in conflict checks, but it remains distinct from Unavailability. If a policy changes, explain the effective date to Workers and avoid implying that old decisions were recalculated unless the product shows that result.