Setting up Leave Policies

Setting up Leave Policies

You want to define how many leaves your employees get each month or year, including types like Casual, Privileged, or Sick Leave. Setting this up in SalaryBox ensures consistent leave policies across your organization and simplifies leave management.

On Website

Click on ‘My Team’ and under that, you will find ‘Leave Balances & Policy’.

Let’s set up the leave policy first.

  1. Click on > ‘Leave Policy’ and further click on > ‘Update Leave Policy’.

  1. Under this, you will find two different options under Select Leave Cycle for Monthly or Yearly.

  1. Monthly means, you are providing leaves every month

  2. Yearly means you are providing leaves every year

  1. Add the number of leaves to the leave type (Casual Leave, Privileged Leave, Sick Leave)

  1. Now you will be getting these two options: Allowed Leaves and Carry-forward Leaves.

  1. Allowed Leaves are the number of leaves you are providing to your employee (Monthly or Yearly

  2. Carry-forward Leaves are the number of unused leaves that can be added to the next month or year

5. Add leaves according to your company policy



On Android App

  1. Open the SalaryBox App on your Android device.

  2. Log in to “Admin Number” or” Branch Admin Number”.

  3. Tap on the staff Name and click on the “Edit” option from the top right corner of the screen.

  4. Scroll down the page and tap on the Leave Balances & Policy.

  5. Let’s set up the leave policy first.

  • Click on > ‘Leave Policy’

  • Under this, you will find two different options under Select Leave Cycle for Monthly or Yearly.

    • Monthly means, you are providing leaves every month

    • Yearly means you are providing leaves every year

  •  Add the number of leaves to the leave type (Casual Leave, Privileged Leave, Sick Leave).

  • Now you will be getting these two options: Allowed Leaves and Carry-forward Leaves.

    • Allowed Leaves are the number of leaves you are providing to your employee (Monthly or Yearly

    • Carry-forward Leaves are the number of unused leaves that can be added to the next month or year

  1. Add leaves according to your company policy.

    • Related Articles

    • Adding Custom Leave Types

      You want to create unique leave categories like "Work From Home" or "Birthday Leave" to suit your company's needs. Adding custom leave types in SalaryBox allows you to tailor leave policies and assign them to employees, enhancing flexibility in leave ...
    • Managing Leave Balances Directly

      You want to assign a specific number of leave days to one or more employees without relying on accrual policies. This helps you quickly adjust leave balances, such as for new hires or special cases, using an Excel import for bulk updates. Steps: Go ...
    • Troubleshooting Leave Management Issues

      You want to resolve common problems related to leave applications, approvals, or balance calculations. This guide helps you identify and fix issues to ensure smooth leave management and accurate records. Common Issues & Solutions: 1. Negative or ...
    • Setting Up the Holiday List

      You want to define official company holidays like national festivals or company-specific days off. Setting up a holiday list in SalaryBox ensures accurate attendance tracking and payroll processing by accounting for non-working days. How to Set Up ...