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Leave policies control how each leave type works in your workspace — how many days employees receive, how those days accrue over time, what happens to unused days at the end of a period, and any bonus entitlements for long service. Setting these up correctly before assigning them to your team ensures that balances and calculations are accurate from day one.
Creating leave policies requires the Time Off feature to be enabled on your Connekt plan, plus system administration permission.

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Creating a leave policy

1

Open Policy Configurations

Go to Settings → Leave Policies → Policy Configurations.
2

Start a new policy

Click Create Policy Configuration.
3

Select the leave type

Choose the type of leave this policy applies to: Annual Leave, Birthday Leave, Personal Day, or Public Holiday.
4

Name the policy

Give the policy a clear, descriptive name — for example, Annual Leave — Standard or Annual Leave — Senior Staff. This name will appear when assigning the policy to users.
5

Configure the policy options

Set up each of the following options according to your organisation’s leave rules:
6

Save the policy

Click Save Policy.

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Assigning the policy to users

Once your policy is saved, you need to assign it to the relevant team members before their balances are calculated.
  1. From the policy, choose how to assign it:
    • Target a specific region or country to apply the policy to users in that location.
    • Click Setup All Users to apply the policy workspace-wide.
  2. Confirm the assignment.
Policies take effect immediately on assignment. Existing leave balances are not retroactively adjusted — if you need to correct a balance after assigning a policy, you’ll need to update it manually.
Create separate policy configurations for different employee groups if your entitlements vary — for example, one policy for standard staff and another for senior employees with additional leave days.