Leave management and holiday schedules

Firm owners and staff with leave-policy or holiday permissions can use Leaves & Holidays Configurations to define the leave types staff can request, add holidays to the company calendar, and set the firm’s default weekly working hours.

If Leaves & Holidays Configurations is hidden, see Permissions and Visibility.

Open Leaves & Holidays Configurations

Select Attendance from the left sidebar, then select Attendance Report.
Select the Leaves & Holidays Configurations tab.
Select Calendar or Policy.

Configure leave policies

The Policy tab lists the firm’s leave policies, with columns for Leave Type, Leave Unit, Status, Duration Type, and No. of Leaves.

On the Policy tab, select Add (the plus icon).
Choose a Leave Type: Vacation, Sick, Personal, Bereavement, Other, or Short Leave.
Leave Unit is set automatically — Hour for Short Leave, Day for the others — and cannot be edited.
Set Status to Active or Inactive.
Set Duration Type to Monthly or Annually (not applicable to Short Leave).
Enter No. of Leaves.
Select Add Leave.

To change an existing policy, select its row to open the same form and select Update Leave.

These leave types are what staff choose from as Leave Type when they submit a time-off request (see Attendance and sign in).

Add a company holiday

The Calendar tab shows a month view of the company calendar, a Total Days / Working Days / Holidays summary for the visible month, and a table of holidays below it with columns Name, Type, Date, Paid, Employee Groups, and Created At.

On the Calendar tab, select Add Holiday (the plus icon), or select a date on the calendar.
Enter the Holiday Name.
Select the Date.
Select a Type: Public Holiday, Company Holiday, or Floating Holiday.
Optionally enter a Description.
Optionally select one or more Employee Groups to limit the holiday to those groups; leave it empty to apply the holiday firm-wide.
Toggle Paid Holiday on or off.
Select Add Holiday.

Select a holiday on the calendar or in the table to open Holiday Details, where an edit icon opens the same form (Update Holiday) and a delete icon removes it.

You can also select Import Holidays to bulk-import a holiday list.

Set the firm’s default weekly working hours

Below the holiday table, the Calendar tab includes Schedule Hours / Weekend, the same weekly-hours schedule configured under Settings > Organization > Business Hours.

For each day, toggle it on or off and set the start and end time.
Select a Time Zone.
Select Save.

This sets the firm-wide default. An individual employee’s hours can be set separately on the Schedules tab of Attendance Report (see Attendance reports and analytics).

Approve or reject time-off requests

Leave requests are not approved from this screen. A manager or HR administrator reviews and approves or rejects them from the Time Off tab of Attendance Report (see Attendance reports and analytics).