How leave works in Attendex
An overview of leave types, policies, balances, requests and approvals, and how leave reaches attendance and payroll.
Leave in Attendex is built from four pieces: leave types with their policies, balances, requests and approvals. Every rule lives in the leave policy, so employees, managers and HR all see the same answer.
The pieces
| Piece | What it is | Where |
|---|---|---|
| Leave types & policies | Casual, Sick, Earned, Comp-off, Leave Without Pay… each with its rules: quota, accrual, half days, notice, documents, carry forward, encashment. | Leave → Leave Types |
| Balances | One balance per employee, leave type and calendar year: opening + accrued − taken + adjustments − encashed − lapsed. | Leave → Leave Balances |
| Requests | An employee (or a manager or HR on their behalf) asks for dates. Pending requests reserve balance. | Employee Leave page, Leave → Leave Requests |
| Ledger | Every movement of a balance with a date and reason. | Employee Leave policy explanation, admin balance history |
The life of a leave request
- The employee picks dates and a leave type. Attendex counts the working days and checks the policy and balance as they type.
- The request goes to their reporting manager and HR. If the leave type doesn't need approval, it is approved immediately.
- On approval the days are booked from the balance and the attendance for those dates becomes On leave.
- If the leave is cancelled or revoked, the days go back to the balance and attendance is recalculated.
Day counting
- Only working days count. Weekly offs and holidays inside the leave are skipped — unless the leave type uses the sandwich rule or counts calendar days.
- Half days are a first or second half of a day.
Leave years
Balances run per calendar year (January to December). Credits arrive through the accrual run; unused days are carried forward, encashed or lapse at year end. See Run leave accrual and year-end.
Paid and unpaid leave
Paid leave counts as a paid day in payroll. Unpaid leave (for example Leave Without Pay) is loss of pay. See How leave and attendance affect payroll.
Add the standard leave types, review their rules, then run the accrual once to create everyone's balances. Start with Create leave types.