Leave types are the categories of absence available to your team (e.g. Annual, Sick, Parental, Bereavement, Unpaid). Each type can be linked to an allowance, given a calendar colour, and marked as the default.
- Open Settings > Leave Types and Calendar.
- In the Leave Types section, click Add Leave Type.
- Configure:
- Name — e.g. "Annual Leave", "Sick Leave".
- Colour — used in the team calendar to make leave easy to identify.
- Allowance type — link to an allowance (e.g. "Annual Leave Balance") if requests of this type should deduct from a quota. Leave empty for types with no quota (e.g. unpaid leave).
- Default — pre-select this type on new leave requests.
- Require reason / require attachment — optional rules per type.
- Click Save.
Leave types appear in the Add Leave form for everyone in the organisation.
Tip: Common leave-type design: one for each policy (Annual, Sick, Compassionate, Parental, Public Holiday, Unpaid). Link the ones with quotas to allowances; leave the unbounded ones (e.g. Public Holiday, Unpaid) without an allowance link. This keeps your balance reports accurate.
Note: Leave types can be archived but not deleted once used on a request — archived types are hidden from new requests while existing history remains intact.