Planleave has moved to being policy driven while still maintaining the best user experience in the industry.The only change for existing users is your Leave Types are now under a policy. If you have one leave policy for the whole company, then your Default Policy will hold and administrate all the information you are used to using in adding leave types, deleting them or editing them.
Please find our guide to using the advanced features of creating multiple leave policies, setting limits for leave reasons and creating calculations to manage accruals and country leave requirements.
Log into Planleave.
Go to Organization -> Policies
You will see your default policy originally created when you started your Planleave account. Then click on Create New Policy
Under Create New Policy name your Policy and hit Create Policy
Then on the next screen Name this policy and save your changes
Then Click on Create New Leave Type
Here you have your parameters to set up your new policy. You can have them wait a certain amount of months, and then how many days they get after that time period and then for every next year how many more days.
You now have your new Leave Policy and you can assign people to this policy. To do this, you will leave this area and go to People back on top under Organization
Click on any person you want in this new policy. You will need to do each employee individually until we create a mass add for multiple employees.
Once a person has been selected then click on Edit
Once in Edit you will now see on the right your Policies and you can add this person to them
