Step 1: Creating Leave Policies

The default list on the onboarding sheet include the following

  • Vacation - annual vacation/holiday days
  • Sick - standard sick leave days according to labour law
  • Unpaid leave - applicable if you offer unpaid days

On the first time off tab - B.1. insert the name of the leave policies in column A as shown below:

For each leave policy, fill in the additional information:

  • Allowance - the maximum number of days allowed annually
  • Allowance type - whether it is annually renewed or a one time allowance eg. Hajj/Study leave is offered only one time during an employee's tenure
  • Accrued - whether the allowance is accrued on a monthly basis or a lump sum at the beginning of the cycle
  • Carry Over - whether unused days of this type of leave can be carried forward to the next year
  • Probation - whether employees can request this type of leave during probation
  • Negative Balance - whether employees can exceed the allowance and have a negative balance

The final section on this tab is defining permission levels for accessing employee, time off or payroll data as needed. Click here to learn more about the permission levels on the sheet. 

For each of the roles, listed insert the name of the employee/s

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