How to setup Time off (Leave) Module on new site?

Every organization has its leave types and leave policies. You can set up your entire time off (leave) management in the Truein time off(leave) module.

If your organization has different leave policies for different categories of staff, then follow steps 1.1 and 1.2; else, skip these steps.

E.g. Permanent staff is eligible for 12 casual leaves a year; Intern staff is eligible for 6 casual leaves, and Temporary staff is not eligible for any casual leave.


Step 1.1: Setup Categories (Optional)


 Step 1.2: Assign Categories to Staff (Optional)

Assign One by One via Edit: 

Web Dashboard: Staff Directory > Action Column > Click Edit > Work tab > Time off (Leave) section – Update using ‘Time off/Leave Category’ dropdown


Bulk Assign via Bulk Edit

Web Dashboard: Staff Directory > Click Bulk/Edit icon > Click Bulk edit- Existing Staff > Select ‘Click Here’ to download the Excel sheet of the existing staff  > Update ‘Leave Category’ Column > Click Save > Click Upload


Step 2: Define Leave Types

You can define company-specific leave types such as Privilege Leave/Casual Leave/Sick Leave etc.

Please check the following link for setting up the leave types:


Step 3: Define Leave Policies

You can define the leave policies for each leave type. E.g.,

  • Privilege Leave (PL) for permanent staff is 12 per year and will be allotted a month after a staff member completes 180 days of service.
  • The sandwich rule will be applied. 
  • An X number of PL can be carried forward to the next year.
  • PL is not entitled to temporary staff and interns.

Please check the following link for setting up the leave policies:



Step 4: Allot Leave Balance to Staff

4.1 For Existing Staff in Truein (before leave policy is setup):

Allot/Grant leaves to existing staff one by one or in bulk after leave policies are set up.

Please check the following link for the setup:



Allot Leave on by one from Manage Leaves


4.2 For New Staff Added (after leave policy is setup):

Leave will be auto-assigned based on the leave policy. Admin can manually update it as mentioned in step 4.1.