⚠️ Available with any of the following subscriptions: Standard and Professionnal packages
Use leave policies to define how vacation, sick leave, and other time-off balances are accrued for your employees. In PeopleForce, you can assign a policy to one employee or update policies for multiple employees at once. During assignment, you can choose when the new policy should take effect, review how balances will be recalculated, and decide whether to keep or remove historical leave data.
Assign a leave policy in bulk
Go to Settings → HR → Leave policies.
Open Bulk operations.
In the Employees step, select the employees to whom you want to apply the policy. Use the available filters to quickly find the right employees.
In the Perform an action section, select Assign leave policy.
Choose the Leave type and Leave policy.
In the Effective from section, choose one of the following options:
Hire date – recalculates accruals from each employee’s hire date.
Specific date – applies the policy from the selected date:
Past date – applies the policy retroactively and recalculates accruals and balances from that date to today.
Today – replaces the current policy immediately and recalculates any accruals processed for today using the new policy rules.
Future date – keeps the current policy active until the selected date, then switches to the new policy automatically.
If you choose a specific date, select a past, current, or future date.
Review the visual timeline and description to understand how the selected date affects existing balances.
Click Next.
Review the list of employees and confirm the policy changes.
Click Confirm.
Assign a leave policy to an individual employee
Use this option when an employee does not yet have a leave policy assigned.
Go to People and open the employee profile.
Select the Time off tab.
Click Assign policy.
Select the Leave type (for example, Holiday or Sick leave).
Select the Leave policy you want to assign.
In the Effective from section, choose when the policy should start:
Hire date – recalculates accruals from the employee’s start date.
Specific date – applies the policy from the selected date.
If you choose Specific date, select the effective date.
Click Assign.
Edit an existing leave policy
Use this option when an employee already has a leave policy and you need to replace it with another.
Go to People and open the employee profile.
Select the Time off tab.
Select the policy and click Edit leave policy.
Select the leave policy you want to assign.
In the Effective from section, choose how the policy should be applied:
Hire date – recalculates accruals from the employee’s start date.
Specific date – applies the policy from the selected date. You can choose a past, current, or future date.
If you select Specific date, choose the effective date.
Review the visual timeline and explanation to see how the selected date will affect the employee’s balances.
Click Assign.
Assign the leave policy through the New hire form
When creating a New Hire Form, you'll have the option to include a leave policy. Once the employee is added to the system, the chosen policy will be automatically assigned to that employee. More about creating a New Hire form, read here.
