How to Set Up and Manage Employee Leave Policies in Zoho People?
Zoho People allows you to create flexible leave policies that align with your company’s HR practices and local regulations.
Steps to Set Up Leave Policies:
Go to Setup > Leave Settings > Leave Types
Click + Add Leave Type (e.g., Casual Leave, Sick Leave, Earned Leave).
Define rules like:
Accrual frequency (monthly, yearly)
Carry forward limits
Loss of pay conditions
Maximum usage per month/year
Create Leave Policies:
Go to Leave Settings > Leave Policy.
Click + Add Leave Policy.
Assign:
Leave types
Region or department-based variations
Eligibility criteria (e.g., after probation)
Assign to Employees:
While adding or editing an employee, go to their Leave Settings tab.
Assign the correct policy based on location, department, or grade.
Employees Apply for Leave:
Employees go to Self-Service > Leave.
They can view balances, apply for leave, and track approvals.
Manager/HR Approvals:
Approvers receive notifications.
They can approve, reject, or reschedule requests from their dashboard or mobile app.
Reports:
Navigate to Reports > Leave Reports to track:
Leave balance summaries
Usage trends
Department-wise leave patterns
Why It Matters:
Proper leave setup ensures compliance, transparency, and avoids payroll discrepancies.
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