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Settings → Leave policies is where the catalog lives. Everything an employee can apply for is defined here.

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What a leave type carries

The code cannot be changed after creation. It is the key that balances, requests and payroll lookups are tied to. Pick it carefully; if you get it wrong, create a new type while the old one is still unused and delete the old one.

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Creating one

1

Open Settings → Leave policies

The existing types are listed in display order.
2

Add a type

Set the code and name, then the quota and accrual behaviour.
3

Decide the accrual method

  • Monthly — credits accrualRate days on each monthly run. Use for earned leave that builds through the year.
  • Annual — credits the whole annual quota once, at the start of the financial year. Use for casual and sick leave granted up front.
  • CompOff — not credited on a schedule at all; credited when approved overtime lands on a holiday or rest day.
  • None — never credited automatically. Use for Loss of Pay, which has no balance to spend.
4

Set carry-forward

At the financial-year boundary, the runner carries the lesser of the employee’s remaining balance and this cap into the new year. 0 means the balance resets.
5

Choose the approval chain

Turn on Requires HR approval for types where a manager’s word alone should not be enough. Leave it off and the manager’s approval finalizes the request.

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A worked example

A typical Indian SMB catalog, for a fictional manufacturer: The pattern behind it: leave that is earned accrues monthly, carries forward, and gets a second approval because it has real value. Leave that is granted is credited annually and lapses. Loss of Pay is unlimited, uncredited, and unpaid — the fallback when there is no balance left.

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Editing

Every field except the code can be changed at any time, and takes effect immediately.
Changing the accrual rate does not retroactively adjust past credits. The runner credits from where each employee’s balance was last topped up; lowering a rate slows future accrual but does not claw back what has already been credited.
Turning Requires HR approval off does not strand requests already waiting at the HR stage — a request that has reached the HR step still needs an HR decision to finish.

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Deleting

A leave type can only be deleted if it has never been used — no balances and no requests reference it. Otherwise the delete is refused.
To retire a type that is in use, set its quota to zero and move it to the bottom of the order. Employees keep their history; new requests have nothing to draw on.