A leave policy in Zoho People defines a type of leave, such as casual, sick, or maternity leave, together with who is entitled to it, how much they get, and what restrictions apply. This guide explains how policies are put together and what to decide before you build them. It replaces an earlier note from 2019 that only linked to Zoho's help.
In the advanced version, you can make a policy specific to departments, designations, locations, roles, employment types, and values in other employee form fields. That lets one organisation run different rules for, say, head office staff and a regional team.
| Entitlement type | How it works |
|---|---|
| Accrual | Leave builds up in parts over a period, such as a day a month. You can choose whether it can be taken at the start or the end of each accrual period. |
| Grant based | Leave is granted when needed, which suits something like maternity leave, where an expiry date may not apply. |
| Experience based | Entitlement depends on length of service, for example for employees with more than three years' experience, optionally with encashment. |
Two causes come up most often. The employee has used up their balance, which an administrator can check from the balance history and, where appropriate, adjust as of a chosen date. Or the person is not yet eligible, because the policy only takes effect after a set time from their joining date. Deleting a policy by mistake can have knock-on effects, so Zoho's advice is to create a new policy with the right effective date rather than edit history.
This section is our own advice, not Zoho's.
See also Zoho People: Creating a New Leave Type and Applying for Leave and Using the Leave Views.