How to Create a Leave Policy

Step 1: Navigate to Leave Policies

Start by logging into your Pabau account. Once you're in, click on Setup in the left sidebar menu, then click on All Settings. Scroll down to the Other section and select Leave Policies.

Step 2: Create a Leave Policy

Once there, click the + Add Leave Policy button in the top right corner. A pop-up window will appear where you need to fill in the following:

• Name - Enter a name for the policy (e.g. Holiday, Sick Leave, Training).
• Icon - Choose an icon that best represents the policy from the available selection.

Once you've filled in the details, click Create.

Step 4: Choose a Policy Type

After creating the policy, you'll be redirected to a page where you need to select how this policy works. There are three policy types to choose from:

It accrues time (traditional)

This option is best suited for policies where employees build up a leave balance over time, such as holiday or vacation. Time taken is deducted from a balance that either accrues on a set schedule or is configured manually.

Once selected, you'll be guided through a three-step setup:

• Accrual Setup - Define how and when employees accrue time, such as the number of hours and the frequency (e.g. 20 hours yearly, reset on the 1st of January). You'll also specify whether new employees begin accruing time immediately upon hire or after a waiting period.

  
  
  
  
• Assign Employees - Select the team members this policy applies to. You can search for employees by name or use the Select All / Deselect All options.

• Summary - Review the full policy configuration before saving. Once you're satisfied, click ''Save policy'' in the top right corner to confirm.

It's flexible (unlimited)

This option is ideal for policies where no balance needs to be tracked, such as study leave or volunteer days. Employees can take time off without a set limit, but all requests will still require approval and will be tracked.

Once selected, you'll be guided through the following:

• Assign Employees - Select the team members this policy applies to.
• Summary - Review and confirm the policy is set to Flexible (unlimited), along with the number of assigned employees. ClickSave policy to finish.
  

  
  Manually Managed Policy

This option gives you full control over each employee's leave balance, which you manage directly rather than having it accrue automatically. All time off requests will still be approved and tracked.

Once selected, you'll be guided through the following:

• Assign Employees - Select the team members this policy applies to.
• Summary - Review and confirm the policy is set to ''Manually managed'', along with the number of assigned employees. Click ''Save policy'' to finish.

By following these steps, you’ll be able to create leave policies in Pabau, helping you clearly categorise staff absences and keep your schedule organised.