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How to Edit a Leave Policy

In this article, we'll walk you through the steps on how to edit leave policies in Pabau — allowing you to update the policy type and settings to keep your leave categories accurate and up to date.

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.

How to Manage Leave Types 1

Step 2: Locate the Leave Policy You Want to Edit

Once you're in the Leave Policies section, find the policy card you wish to edit.

How to edit a leave policy 1

NOTE: Editing a leave policy will update all future records associated with that policy. However, past leave records may not automatically reflect these changes, so it’s a good idea to review existing entries if needed.

Step 3: Edit the Leave Policy

There are two ways to open a leave policy for editing:

  • Click the three-dot menu (...) in the top right corner of the policy card and select Edit.
  • Alternatively, click directly on the policy icon on the card to open it.

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Either option will redirect you to the policy type selection screen, where you can update how the policy works. Once you've made your changes, click Save policy to apply them.

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By following these steps, you can easily update existing leave policies in Pabau to keep your staff absence categories accurate and up to date.

For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.

Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.