When setting up a policy within the Vacation and Leave module, you can set different rules that will limit or determine how employees make their requests.

These rules let you tailor the module’s behavior to your company’s internal policies.

Here’s what you can configure:

• 

  Define the characteristics of the period employees can request.

  • Half-day requests: Allows employees to request a half day as a single request, or at the beginning and/or end of a longer period.
  • Set the shortest period that can be requested: Lets you define a minimum number of days or hours per request.
  • Set the longest period that can be requested: Lets you define a maximum number of days or hours per request.
• 

  Lets you define what additional information employees need to provide when submitting a request.

  • Attachment: You can set whether an attachment is:
    • Optional
    • Required
    • None
    This option is useful, for example, for medical leave that requires a certificate.
• 

  Set general limits that apply when submitting a request.

  • Set a minimum number of days in advance: Define how many days in advance a request must be made.
  • Don’t allow retroactive requests: Prevents creating requests for dates before today.
  • Don’t allow new hires to submit requests: Blocks requests until the employee has worked a minimum period since their hire date.
  • Don’t allow employees to submit requests: Only an admin or manager can submit a request on behalf of the employee.
  • Don’t allow requests for future cycles: Prevents requesting days that belong to cycles after the current one.
• 

  Lets you set more advanced conditions that depend on other requests or policies.

  • Allow overlapping requests: Allows requests even if the dates overlap with other existing requests.
  • Don’t allow requests based on the balance of another policy: Prevents requesting under this policy until the full balance of another previously defined policy has been used.
  • Block requests on certain dates: Lets you define specific periods as blocked.

In summary

Setting these options correctly is key to:

• Aligning the module with your company’s internal policies.

• Preventing requests that are late or don’t meet the set conditions.

• Setting clear rules for employees when making requests.