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Set up leave policies

Install the India starter policies or create your own, then publish them.

Leave policies define each leave type and the rules behind it. Policies generate a balance for every employee they apply to. HRPortal does not fix entitlements for you, because Indian leave rules vary by state and establishment.

  1. Go to Admin → Leave policies (Leave control center → Policies).
  2. If you have no policies yet, select Install India starter policies (or Use recommended leave policies in setup). Then review each one before launch.
  3. To add your own, select Create policy.
  4. Under Entitlement & Accrual, set the annual entitlement, pay treatment (paid or unpaid), accrual frequency and whether new joiners are prorated.
  5. Under Carry Forward, set the carry-forward limit, maximum balance and encashment.
  6. Choose whether half-day requests are allowed, whether a reason is required, whether negative balance is allowed, and whether intervening weekends and holidays are counted.
  7. Set the supporting evidence requirement.
  8. Select Create Draft, run the Impact Preview, then Publish Draft (or schedule it for a future date).

Published history is immutable. Changing an active policy creates a new version with an effective date; past balances, accruals and requests are not rewritten.