🎯 For admins looking to set up leave policies.
Disclaimer: It is your responsibility to ensure compliance with the relevant rules for leave and to configure Planday to be suitable for the particular circumstances of your organisation and employees. If you are unsure, please obtain professional legal advice.
See Planday's leave management to learn more.
After creating a leave or TOIL policy, you can edit or delete it from either of two locations:
From the settings page:
Go to Settings > Leave & Overtime (or Absence, Overtime, Vacation) > Policies > press the Edit icon next to the desired policy.
From the Leave accounts page:
Go to Schedule > Leave accounts (or Absence accounts) > Manage leave > Manage policies > and click the Edit icon next to the policy you want to modify.
Tips:
“Preset” tag: predefined policies (based on a suggestion).
“Outdated” tag: predefined policies that are no longer in line with the current regulations
Learn more about How to use predefined leave policies.
Once you've made the necessary changes in the window that opens, click Save or Delete.
Please note:
When editing a policy:
Policy’s calculation mode between days and hours cannot be changed later.
Some options, within the predefined policies can be added to tailor it to your needs (for eg. choosing what department, employee groups, employee types it applies to, adding carry over, negative amount, automatic creation of accounts, etc.).
When deleting a policy:
Any leave accounts created from it will not be deleted, but they will become inactive, and holiday bookings will no longer be possible from them.
Please note that a deleted leave policy cannot be reinstated.
View deleted leave policies
Go to Settings > Leave & Overtime > Policies. Choose the Deleted status and click on the policy.
You can then review the policy settings under the “Details” tab and see who deleted the policy under the “History” tab.
Note: No changes can be made to a deleted policy. A deleted policy can't be restored or used to create new accounts.
See related articles:
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