Leave Policy in Frappe HR: Bundling Leave Types & Allocations
A Leave Policy is a collection of leave types with the number of leaves allotted for each. Rather than deciding entitlements employee by employee, you define a policy once say 12 Casual, 12 Sick, and 15 Privilege leaves a year and assign it to people, who then receive exactly those allocations.
You will find it under Home > Human Resources > Leaves > Leave Policy.
BEFORE YOU START
Create your Leave Types first, since a policy is built by adding those types and setting how many of each are allowed.
How to create a Leave Policy
- Open the Leave Policy list and click New.
- Enter a Title for the policy (e.g. “Standard Staff Policy”).
- In the Leave Policy Details table, add a row for each leave type: select the Leave Type and enter its Annual Allocation (the number of leaves of that type).
- Save, then Submit.
Once submitted, the policy is ready to be handed to employees.
Putting a policy to use
A Leave Policy on its own doesn’t allocate anything, you apply it through a Leave Policy Assignment, which assigns the policy to an employee for a leave period and creates their Leave Allocations. You can also set a default leave policy on an Employee Grade, so everyone on that grade inherits the same entitlements.
TIP
Create a small number of clear policies that map to your real employee bands one per grade or staff category and reuse them. It’s far easier to maintain a handful of named policies than to track different entitlements per person.
Related Topics
- Leave Type
- Leave Policy Assignment
- Leave Period
- Leave Allocation
- Employee Grade
SUMMARY
A Leave Policy bundles leave types with the number of leaves allotted for each. Create your leave types first, then make a policy with a title and a Leave Policy Details table mapping each leave type to its annual allocation, and submit it. Apply it through a Leave Policy Assignment to create allocations, or set it as the default on an Employee Grade. Keeping a few reusable policies aligned to your employee bands is the simplest way to manage entitlements.
