Configure leave rules (types, accrual, carry-forward)

A leave rule (policy) defines the leave types, how many days each gives, how they accrue, and what happens to unused leave. Kredily ships India-common presets; you can also build your own and assign it to employees.

Create a leave rule

1. Go to Leave → Rules. Pick a preset or create a new policy.
2. Add the leave types (e.g. casual, sick, earned) and the annual leave count for each.
3. Choose the leave year: calendar (Jan–Dec) or financial (Apr–Mar).
4. Assign the rule to employees.

Accrual (when leaves are credited)

Under approval/accrual details, choose how leaves are credited: - Annual — the full quota is credited in one shot (turn accrual off). - Monthly / quarterly / half-yearly — credited gradually over the year (turn accrual on and pick the frequency). You can also choose whether to credit at the beginning or end of the period.

Carry-forward & encashment

• Carry-forward — turn on to roll unused leave into the next cycle. You can carry all remaining or cap it (e.g. only 10 days).
• Encashment — allow remaining balance to be encashed instead of/along with carry-forward.

Common issues

• Employee sees no leave types — they likely have no rule assigned; assign one.
• Balance looks wrong — check the accrual frequency and the leave-year reset; mid-year joiners accrue pro-rata.
• Leave application blocked — the rule's notice/sandwich/negative-leave limits may be stopping it; review the rule.

When to contact support

A rule is assigned with the right counts but balances still compute wrong — raise a ticket with the employee ID and leave type.