# How to manage leave policies

**For:** Manager | Admin
**You'll need:** A clear picture of how this leave behaves — see {doc}`tracking-modes` and {doc}`aggregation-and-anchors` before you start.

You'll list, create, edit, view, and delete the leave policies that govern paid time off in {{ app_name }}.

## Open the leave policies list

1. In the left sidebar, go to **Company → Leave policies**.
2. Use the filters above the table to narrow by name or tracking mode.
3. Click a column header to sort; use the columns control to show or hide fields.

The list remembers your filters, sort, and selected rows between visits.

## Create a leave policy

1. On the list, click **'New leave policy'** in the top-right.
2. Enter a **'Name'** — what people will see ("Vacation", "Sick leave", "Unpaid leave").
3. Choose the **'Tracking mode'** — balance, spell, or unlimited. See {doc}`tracking-modes` if you're not sure.
4. Fill in the conditional sub-blocks the form reveals based on your tracking mode:
   - **Aggregation scope** and **'Service-year anchor'** — see {doc}`aggregation-and-anchors`.
   - **'Ceiling mode'** — flat or tiered. Tiered policies grow entitlement with service years; you'll add tiers after saving.
   - **'Flat-ceiling weeks'** — the entitlement when ceiling mode is flat.
   - **'Linking window'** — the EFZG §3 window for sick-leave continuation. See {doc}`efzg-spell-linking`.
   - **'Deduction method'** — fixed or average hours per booked day.
   - **'Accrual method'** — none, monthly, or hourly.
   - **'Entitlement'** and **'Max balance'** — the annual grant and the ceiling balances cannot exceed.
   - **'Carry-over'** — what happens to leftover hours at period end. See {doc}`carry-over`.
5. Click **'Save'**.

## Edit a leave policy

1. On the list, click the policy's name.
2. On the detail page, click **'Edit'** in the top-right.
3. Change any field. The form is the same as the create form.
4. Click **'Save'**.

```{warning}
Changing tracking mode or accrual method on an active policy doesn't rewrite past leave-balance transactions. The new rules take effect from the next accrual or grant.
```

## View a leave policy

1. On the list, click the policy's name.

The detail page is read-only and shows every field you set, plus the tier ladder if the policy is tiered. Use it to confirm settings before assigning the policy to an employment type.

## Delete leave policies

1. On the list, tick the checkbox on each row you want to remove. Tick the header checkbox to select all.
2. Click **'Delete'** above the table.
3. In the confirm dialog, click **'Delete leave policies'**.

To delete a single policy from its detail page, click **'Delete'** in the top-right and confirm.

```{warning}
Deleting a policy is rejected if it's still assigned to any employment type. Re-assign affected employment types first, then delete.
```

## Verify it worked

After save, the policy appears in the list with the tracking mode and entitlement you chose. After delete, the row is gone and a toast confirms the count removed.

## Related

- {doc}`tracking-modes`
- {doc}`aggregation-and-anchors`
- {doc}`carry-over`
- {doc}`manage-tiers`
- {doc}`/set-up-your-company/employment-types/index`