Configuring Leave Time

With the leave management functionality, you can define an unlimited number of leave types to track paid time off (PTO) across your organization. Paid time off refers to hours for which a resource is paid but not working. This may include vacation, bereavement leave, jury duty, and personal leave. Other types of leave—such as Sick Leave, Maternity Leave, Personal Days, or Banked Overtime—can also be configured.

How Leave Time Works

Unlike holidays, Leave Time is not predefined as non-working days and is not automatically generated through batch processing. Instead, users deduct Leave Time from hours they’ve been allocated or accrued.

Organizations can configure minimum and maximum thresholds to control how much Leave Time users can accrue or use. Additionally, you can set up automatic accruals that add leave hours to a user’s balance over time.

Leave Time Rules

When creating or editing a Leave Time type, you can define specific rules for how hours are assigned or accrued. These rules vary by leave type and are categorized as:

  • Processing rules – Define how Leave Time is accrued or processed.
  • Usage rules – Define how Leave Time is used or deducted.

Leave Time rules are managed through the Leave Time Rule Setup page. You can configure rules globally or for specific organizational units:

  • Globally (all users): Setup > Timesheet > Leave Time > Leave Time Edit
  • By Site: Setup > Organization > Sites > Site Edit > Leave Time
  • By Resource Type: Setup > Organization > Resource Types > Resource Type Edit > Leave Time
  • By Group: Setup > Organization > Groups > Group Edit > Leave Time
  • By User: Setup > Organization > Users > User Edit > Leave Time

Leave Time is processed globally through the Process Leave Time Automation Service (Setup > Organization > System > Automation). When the automation is triggered, the system applies active rules based on different organizational levels. The rule used depends on Rule Precedence.

For further details refer to: