How to Set Up and Manage Employee Leave Policies in Zoho People?

How to Set Up and Manage Employee Leave Policies in Zoho People?


Info

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:

  1. 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

  2. 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)

  3. 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.

  4. Employees Apply for Leave:

    • Employees go to Self-Service > Leave.

    • They can view balances, apply for leave, and track approvals.

  5. 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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