Add a Leave Type in HRM

Define leave categories with annual day limits to support employee entitlements, absence tracking, and payroll alignment — fully adaptable to UK employment standards.

🔐 Access Control

• Only Admin users or staff with HRM setup permissions can add or edit leave types
• From the Dashboard, use the side menu to navigate: HRM → System Setup → Leave Type

🧭 Step-by-Step: Add a Leave Type

1️⃣ Open Leave Type Setup

• Navigate to the Leave Type section under System Setup
• Click the ➕ icon to open the “Create Leave Type” form

2️⃣ Enter Leave Details

• Title*: Enter the leave category name — UK-relevant examples include:
  • Annual Leave — statutory entitlement (typically 28 days incl. bank holidays)
  • Sick Leave — short-term illness or medical recovery
  • Maternity Leave, Paternity Leave, Adoption Leave — legally protected family leave
  • Unpaid Leave, Compassionate Leave, Emergency Dependent Leave
  • Casual Leave, Study Leave, Jury Service, Public Duties
• Days Per Year*: Enter the annual entitlement (e.g. 28, 5, 0 for unpaid)

3️⃣ Save the Leave Type

• Click Create to add the leave category
• The new entry will appear in the list with action icons:
  • 🖊️ Edit
  • 🗑️ Delete

✅ Best Practices

• Align leave types with UK statutory guidance and sector norms
• Use Unpaid Leave for discretionary absences not covered by entitlement
• Set 0 days for leave types that are triggered by events (e.g. Jury Service)
• Review leave types annually to reflect policy updates or contractual changes
• Avoid vague names like Other Leave — be specific for audit and payroll clarity