Leave types
Tracked and untracked types, Requires approval, colour, and archiving.
Who can do thisHR Administrator
A leave type is a kind of absence your employees can request, such as vacation, sick leave or a child's sick day. A new workspace has none, so create at least one before anyone can request leave.
Add a leave type
- Open SettingsLeave types and click Add leave type.
- Enter a Name and a Code. Pick a Color; it is used for the dot beside the type and for the chips on the team calendar.
- Decide whether the type is tracked (see below) and set Annual allowance (days).
- Leave Requires approval on, or turn it off for types that need no decision.
- Optionally set up accrual, or apply a Policy template.
- Click Save.
Tracked or untracked
| Tracked | Untracked | |
|---|---|---|
| Set up with | An Annual allowance (days) | The toggle "Untracked (no annual allowance - never blocks on balance)" |
| Balance card on My Leave | Yes | No |
| Blocks a request when the balance is too low | Yes | No |
| Accrual and holiday years | Possible | No |
| Allowance column in the list | "25 days" | "Untracked" |
Untracked suits sick leave: it is recorded and appears on the team calendar, but never runs out.
Requires approval
- On: the request goes through your approval rules. Without a matching rule it is refused with "No approval route configured for leave requests." See Set up leave approval first.
- Off: the request is approved the moment it is sent. The employee sees "approved" and "This request was auto-approved - no approval chain to show."
Archive a type
Click Archive on the row. The type disappears from the request form, but existing requests and balances stay. Restore brings it back.
New-type defaults
A new type starts with colour #5b48c7 (violet), 20 days, Requires approval on, tracked, and no accrual: all days are available from 1 January and must be used by 31 December. To change that, see Accrual and holiday years and Country policy templates.