Set time off policies

Decide how time off requests are approved, create leave policies such as vacation or sick time, and correct a person's leave balance by hand.

In the sidebar, open Settings, then choose Time Off Policies under Scheduling. The page address is /settings/org/schedule-availability. The page heading reads Time Off & Availability.

Day-to-day time off happens on the Time Off & Availability calendar under Operations. This page holds the rules behind it. Open calendar, Open requests and Holiday calendars at the top jump to those pages.

Before you start

• Rules apply to the branch selected in the top bar, or to the whole organization when no branch is selected.
• Your role needs permission to manage time off policies. Without it you can read the rules, but the save buttons are missing.

Steps

1. Under Availability Governance, find Approval Workflow. Switch Enable approval policy on to use your own approval rules; off, requests follow the usual approval permission.
2. Choose an Approval mode: Permission-gated (anyone with the approval permission) or Required roles (only the roles you list in Required role keys). Add Escalation after hours if a request should be escalated when nobody reviews it in time.
3. Switch Fallback to permission and Auto-approve available overrides on or off, then press Save approval policy. Nova shows "Availability approval policy saved."
4. Under Leave Policies, fill in Create leave policy: a Key and Name (such as "Vacation"), the Leave type, and the Request type (Time off or Available override).
5. Set how the balance grows: Accrual frequency, Accrual minutes, Waiting period days, Carryover limit minutes and Max balance minutes. Amounts are in minutes, so 480 is one 8-hour day.
6. Switch Paid leave, Allow negative, Requires approval and Active as needed, then press Create policy. Nova shows "Leave policy created."
7. To change a policy, click it in the list, edit it and press Save policy. New policy clears the form.
8. Give each person their policies: under Resources, open the person with Edit, tick the policies under Leave Policies and press Save policy assignments. See Add a schedule resource.
9. To correct a balance, go to Manual Balance Adjustment, pick the Resource and Leave policy, type Amount minutes (a negative number subtracts) and a Note, then press Record adjustment.

What you see

• Balance Watchlist lists the balances of people who have a leave policy, with what is available and pending. Needs review marks a balance that pending requests already overrun.
• Public and regional holidays are not set here. They live in Holiday Calendars. See Add a holiday calendar.
• One-off company shutdowns are Closures under Operations in the sidebar. See Add a closure.

If something looks different

• The list reads "No leave policies exist yet.": nothing has been created for this branch.
• Recurring Exceptions and External Sync Foundations further down keep asking you to pick a resource or crew, even after you pick one under Recurring & sync scope. Those two panels do not open from this page today.

Open Time Off Policies