How to manage leave policies#
For: Manager | Admin You’ll need: A clear picture of how this leave behaves — see Tracking modes — balance, spell, and unlimited and Aggregation, anchors, ceilings, and accrual before you start.
You’ll list, create, edit, view, and delete the leave policies that govern paid time off in Shiftavo.
Open the leave policies list#
In the left sidebar, go to Company → Leave policies.
Use the filters above the table to narrow by name or tracking mode.
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#
On the list, click ‚New leave policy‘ in the top-right.
Enter a ‚Name‘ — what people will see („Vacation“, „Sick leave“, „Unpaid leave“).
Choose the ‚Tracking mode‘ — balance, spell, or unlimited. See Tracking modes — balance, spell, and unlimited if you’re not sure.
Fill in the conditional sub-blocks the form reveals based on your tracking mode:
Aggregation scope and ‚Service-year anchor‘ — see Aggregation, anchors, ceilings, and accrual.
‚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 EFZG §3 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 Carry-over rules.
Click ‚Save‘.
Edit a leave policy#
On the list, click the policy’s name.
On the detail page, click ‚Edit‘ in the top-right.
Change any field. The form is the same as the create form.
Click ‚Save‘.
Warnung
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#
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#
On the list, tick the checkbox on each row you want to remove. Tick the header checkbox to select all.
Click ‚Delete‘ above the table.
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.
Warnung
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.