After adding an employee's work schedule, you can also create a new leave policy to apply later Talenta's leave policies can be set and customized based on the needs of each company.

Important
There are 2 (two) views for leave policy settings that you can set in Talenta Labs. This guidebook explains the new Create Policy display for Time Off. If you want to read the guide for the old display, you can click here.

Here are the steps:

1. On the Dashboard menu, click the "Profile" icon at the top right.
   
2. Then click "Company Settings".
   
3. Click the Time Management menu then select "Time Off".
   
4. To create a new leave policy for your company, click “Create policy”.
   
   

   You can use the old view of the time off settings menu by clicking "here" on the blue banner.

5. Then, you will be directed to the Create policy page as follows. There are 4 pages that you must complete, namely Policy information, Balance information, Policy rules, and Assign employee. You can fill in the required information in the columns provided.
   

6. When you have finished filling in the Policy information page, click "Continue" to go to the next page.
7. On the second page (Balance information), you can determine the policy regarding leave balances as follows.
   

No.	Column/Button Name	Description
1	Balance allocation type	Select one of the balance allocation types: Fixed balance: Choose to create a general leave policy, where employees will get a leave balance per certain period. Roster leave: This policy provides employees with the opportunity to take leave after working for a certain number of days. You can learn how to arrange roster leave here.
2	Balance limits	Select one of the balance allocation limit policies: This policy sets a limit on balance allocation: Select this if your company applies a leave balance limit policy based on a certain limit. By selecting this rule, you are required to set preferences for subsequent rules. This policy has unlimited balance allocation: Select this if your company applies an unlimited leave balance limit policy. By selecting this rule, you do not need to set further rule preferences. You can go directly to the next page by clicking "Continue".
3	Balance allocation frequency	Select the following balance allocation update period: Annually The leave balance is updated every year. You can choose the date and month for balance renewal in the following columns. Then, you can choose the initial balance allocation based on On renewal date , Upon working a certain month (on the employment period based on a certain month) , Upon changing employment status (when employment status changes , or On the date the contract is signed (on the date the contract is signed by the employee). - If you select Upon working a certain month , then you need to fill in the number of months in the Waiting period column. You can determine the deadline for employees to be counted as a month of work in the Employee who joined on or before this date will be rounded to column. Example: If employees who join before day 14 will be rounded to one month, then: Employees who join from day 1-14 will have their leave counted from that month. Meanwhile, employees who join from the 15th onwards will not receive leave balance for that month. - You can determine the rounding that will be used for the leave balance that appears, in the Balance Rounding section, if the prorate calculation for leave has a result with a decimal fraction. No rounding : According to existing decimal numbers, there is no rounding. Round up : Rounding numbers up. Round down : Rounding numbers down. Custom value : rounding adjusted to a predetermined number. - If you select Upon changing employment status , then you need to check one or more of the following employment statuses. - If you select Annually , then the Enable block leave option appears. Block leave is a leave policy that is usually had by financial services companies. This leave policy is usually valid for a minimum of 5 consecutive working days without mandatory breaks taken by employees. However, these regulations may vary according to company policy. You can customize the minimum leave that can be taken consecutively in Time off taken. Monthly Leave balance is updated every month. You can choose the date the balance is updated each month in the Selected date column. Or, click Anniversary date to determine the monthly date based on the arrival date of each employee. Then, you can choose the initial balance allocation based on On renewal date , Upon working a certain month (on the employment period based on a certain month) , Upon changing employment status (when employment status changes , or On the date the contract is signed (on the date the contract is signed by the employee). Anniversary: ​​The leave balance is updated every employee's work anniversary. If you select Anniversary, then the Enable block leave option appears. Block leave is a leave policy that is usually had by financial services companies. This leave policy is usually valid for a minimum of 5 consecutive working days without mandatory breaks taken by employees. However, these regulations may vary according to company policy. You can customize the minimum leave that can be taken consecutively in Time off taken.

8. Then, you can determine the amount of leave balance that employees get.
   
   

   - Base balance: Select and enter a custom leave balance amount here. Based on the example above, the leave balance will return to 12 after each selected period.
   - Based on length of service: Select this if the company implements a policy of increasing leave balance every year/month/work anniversary. Based on the example below, the way to read it is Year to... to year to.... get leave … days. If you select a monthly period, the year will be changed to months.
   

9. Then, you can determine the leave expiration policy.
   
   

   In the dropdown, you can select the following leave expiration policy.
   
   - No expiration date: Select this if there is no expiration date for the leave balance.
   - In month: Select this if the leave expires in a matter of months. You can write how many months this leave expires in the following column.
   
   - On selected date: Select this if the leave expires on a certain date and month. Apart from selecting the expiration date and month, you can determine the tolerance period for the expiration date for a leave policy, based on the number of months specified before the expiration date.
   

10. Click "Continue" to proceed to the next leave policy settings page.
    
11. Next, you can determine the leave request rules on the Policy rules page according to your needs by moving the toggle button from Disabled to Enabled or vice versa.
    

No.	Column/Button Name	Description
1	Show in request form	Allow employees to select this policy on the request form.
2	Half day request	Allow employees to request to take half a day off.
3	New schedule for half-day requests	Employees need to submit a request for entry and exit times for half-day leave.
4	Hourly time off request	Allow employees to take time off by the hour. You are required to determine how many hours count as full leave in the following column. The example above means that if an employee takes leave of 3 hours or more, it is counted as a full day's leave.
5	Maximum days per request	Apply a limit on leave days submitted per request. Therefore, you are required to enter the maximum amount of leave requested per request in the following column. The example above means that employees can only request leave for a maximum of 3 days per request.
6	Attachments	Require employees to attach attachment files related to leave applications.
7	Balance reduction on day off	Apply the leave amount deducted from an employee's balance when they request leave on a scheduled holiday.
8	Negative balance	Allow employees to take more leave than their allocated balance. Therefore, you are required to enter the maximum amount of negative balance in the following column. The example above means that employees get 1 extra day of leave that can be taken for each selected period.

12. You can activate the remaining leave balance policy which can be carried over to the next period by clicking the Disabled to Enabled toggle button. You can customize the policy.
    
    

    - Maximum time off to carry over: Enter the maximum amount of leave that can be carried over to the next period in days.
    - Expiration of carry over balances: Enter how many months the carry over leave expires in the next period.

13. In this section, you can activate policies related to compensation. To activate the leave policy, it can be converted into compensation when an employee resigns by clicking the toggle button from Disabled to Enabled.
    
14. Click "Continue" to proceed to the next leave policy settings page.
    
15. At this final stage, you can determine which employees receive this policy. Click “Assign & update employee” .
    
16. In the sidebar that appears, you can click on the names of employees in the list on the left. The selected name will move to the right. If the selected names are appropriate, click "Save".
    
    

    You can click “Filter” to filter the names on the left list based on certain categories. You can customize employee filters based on Branch, Organization, Job level, Job position and Employment status categories. Then, click “Apply filter” to apply.
    

17. Then, the names you have selected will appear in the following list.
    
18. To apply this policy automatically for new employees, you can check Make this the default time off policy for new employees. Then, you must determine the criteria for employees who receive this leave policy. For example, in the following image, you select only new employees from the Central Branch who receive this policy. You can add other criteria for new employees by clicking "Add criteria".
    
19. Next, if you have completed all the required information, click "Create policy" .
    
20. Hence, leave policies will be listed on this page.
    

Next, you can provide the time off policy that you have set to employees in the Time Management menu by users with the Superadmin or Admin role. You can set time off manually or in bulk.