How do I create and configure a leave policy in Simployer One?

Modified on Wed, 26 Aug at 10:52 PM

How do I create and configure a leave policy in Simployer One? 


Leave policies define how employees request and receive time off in Simployer One. A leave policy determines who the policy applies to, whether leave requires approval, how leave balances are calculated, and whether employees can edit or revoke their own requests. 


Each leave type can contain one or more leave policies, but an employee can belong to only one leave policy within the same leave type.


Before you begin 


  • Only Owners can create and manage leave policies.  
  • Navigate to Settings → Time off settings.  


How do I create a new leave type? 


If the standard leave types do not meet your organization's needs, you can create your own. 


To create a leave type: 

  1. Navigate to Settings → Time off settings.  
  2. Click + New leave type.  
  3. Enter the required information.  
  4. Save the leave type.  


You can then create one or more leave policies for the new leave type. 


How do I create a vacation leave policy? 


To add a vacation policy: 

  1. Navigate to Settings → Time off settings.  
  2. Locate the Vacation leave type.  
  3. Click View.  
  4. Click + New policy.  
  5. Choose one of the following:  
    • Use template  
    • Create custom policy  


If you select Use template, Simployer One provides ready-made vacation policy templates for: 

  • Norway  
  • Sweden  


How do I configure the leave policy? 


When creating a leave policy, complete the following fields. 


Name

Enter a descriptive name for the leave policy. 


Policy description 

Add a description explaining when the policy should be used. 


Minimum time to request 

Select the smallest amount of leave employees are allowed to request. 


Which leave policy settings can I enable? 


Depending on your organization's requirements, you can enable the following settings. 


Company visible 

The leave is visible to colleagues only as Leave without showing additional details. 


Requires approval 

Leave requests are sent to the employee's closest manager for approval. 


Allow attachments 

Employees can attach supporting documents to their leave request. 


Revoke time off 

Allows employees to revoke their own leave requests. 


Edit time off 

Allows employees to edit their own leave requests. 


How do I assign a leave policy to employees? 


Each leave policy must have a policy scope. 


The policy scope determines which employees use the leave policy. 


When configuring the policy: 

  1. Select Add policy scope.  
  2. Choose the employees or groups that should use the policy.  


Important 

An employee can belong to only one leave policy within the same leave type. 


How do I configure the vacation allowance? 


Choose one of the available Allowance types: 


  • Earned  
  • Annual  
  • Unlimited  


The allowance type determines how vacation balances are calculated. 


For an explanation of each allowance type, see What is the difference between Annual grant, Earned vacation, and Unlimited vacation? 


How do I configure the annual cycle? 


If you choose an Annual or Earned allowance, configure: 


  • Annual allowance (days per year)  
  • Annual cycle month  
  • Annual cycle day  


These settings determine both the employee's yearly entitlement and when the vacation year starts. 


What is the strict allowance limit? 


Enable Strict allowance limit if employees should not be allowed to request more leave than their available balance. 


When this setting is enabled, employees cannot exceed their available allowance. 


What is carry over? 


Enable Carry over if unused vacation days should be transferred into the next vacation cycle. 


If this setting is disabled, unused days are not included in the new balance. 


How do I save the leave policy? 


After completing the configuration: 


  1. Review the settings.  
  2. Click Save.  


The leave policy becomes available for the employees included in its policy scope. 


Best practices 


Tip 

Use the Norwegian and Swedish templates as a starting point if they match your country's vacation legislation. 


Tip 

Carefully review the policy scope before saving to ensure employees receive the correct leave policy. 


Important 

Each employee can belong to only one leave policy within the same leave type. 


FAQs 


Who can create leave policies? 

Only Owners can create and manage leave policies. 


Can I create additional leave types? 

Yes. Select + New leave type from Settings → Time off settings. 


Can I create multiple leave policies? 

Yes. A leave type can contain multiple leave policies. 


Can an employee belong to more than one vacation policy? 

No. An employee can belong to only one leave policy within the same leave type. 


Can employees edit or revoke their own leave requests? 

Yes, if Edit time off or Revoke time off is enabled in the leave policy. 





Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article