How do I manage leave policies?

Managing employee leave can be a real headache, especially when your team’s growing. That’s why we’ve built a solution that makes it a breeze to handle all kinds of leave, no matter how many people you’ve got on board. Casual, part-time, salaried - whatever the mix, we’ve got you.

With Shiftie, you can easily create as many leave policies as you need, so everyone gets the time off they deserve. This cuts out the manual processes, ensures everyone is on the same page, and saves time in the long run.

Leave Policies

Go to Company Settings > Time Off > Leave Policies.

Leave policies are essential to this process, and there is no limit to the number you can create. Each employee is assigned to a specific leave policy, which determines their entitlements moving forward. You can customise each policy by naming it (e.g., Salaried Staff), setting the policy start date for each employee, and adjusting additional settings.

At the bottom of the leave policy, you can assign as many relevant leave types as needed to the policy.

How to set a policy for an employee

When creating a new leave policy, there are three main steps to ensure that everything is added correctly.

1. Create a new leave policy or use an existing one.

2. Attach the applicable leave types to the chosen policy (or use existing leave types).

3. Assign the policy to employees through their profiles. Policies can also be assigned in bulk by navigating to the Leave area on the team page, selecting the relevant employees, and clicking ‘assign leave policy.’