The job of this console
Match a business rule to a supported policy shape before you click Publish. Use go-live scenarios as rehearsal, then configure in Policy Center.
HRMS · Leave Policies
Leave Policies User Guide
One place for supported leave policies, how to configure them in Global Policy Center, go-live scenarios, and how new CFA requirements map to shipped Tracopus features.
Screen setup checklist: Leave Configuration · Runtime apply/approve: Leave Management · Scenarios: Configure Global Leave
Policy catalog reading
What the engine can express, and how CFA maps in
The leave policies user guide is the reading room for supported policies, Global Policy Center configuration, go-live scenarios, and how new CFA requirements map to existing types — not a second policy editor.
Docs · Leave policies (opens from Leave admin Guide)
Route
/admin/leave/global-policy-center
HR Admin · implementation partner
Seat at the table
People designing leave. Employees read balances on Leave management, not this guide.
The working rhythm
Find the policy family, read the mapping, configure in Global Policy Center, prove in Test lab or a sample apply.
Moments that bring you here
A statutory type you have not used. CFA / compliance mapping. Training a new HR admin. Before cloning a policy that is already the wrong shape.
ⓘ
Guide, then Policy Center
Nothing here publishes. The live policy list remains in Global Policy Center.
What this guide covers
Tracopus leave has two layers:
- Policy configuration — jurisdictions, country templates, versioned team policies, holidays, working days, publish (this guide + Leave Configuration).
- Day-to-day runtime — employees apply on People → Leave management; managers approve there or in Workspace → Approvals.
Shipped — India CFA packs
Shipped — apply / approve / accrual / CF
Partial — AE / SA / US stubs
Planned — adoption days TBD
ℹ️
Publishing ≠ balances
Publishing a policy activates eligibility and accrual rules. Opening balances still come from Employee leave config (OB template → dry-run → live) or the accrual schedule — Tracopus does not invent balances.
Domain principles
- Location-driven policy — entitlements differ by work location / jurisdiction (KA, MH, HR, TN-CBE, …).
- Two leave years — earned leave uses fiscal Apr–Mar; floating holiday budget uses calendar Jan–Dec.
- Leave always needs approval — even when attendance auto-approves for some bands.
- Configurable, not hardcoded — rules live in Global Leave templates / published versions (not hard-coded Sat/Sun).
- Canonical sources only — Employee, leave types, balance ledger, holidays, TaskActivity promotion; no shadow leave tables.
Quick path (first go-live)
- Flags — enable
leaveManagementEnabled(+ Global Leave role modules) in Application Config. - Publish policy — Global Policy Center: jurisdiction → apply CFA India template → simulate → publish (or use production prefill SQL for defaults).
- Holidays + working days — calendar keys + weekly-off rules.
- Balances — Employee leave config OB template / Adjust balance.
- Prove — apply spanning holiday → Approvals approve → check timesheet / attendance sync.
Supported leave type catalogue
Codes below are the production leave type codes used by CFA India packs and classic catalog. PL means Privilege Leave (earned) — not paternity.
| Code | Name | Category | Key rules | Status |
|---|---|---|---|---|
PL | Privilege Leave | Earned | Fiscal year; monthly accrual; carry-forward max 45; excess LAPSE (or ENCASH if HR re-publishes). |
Shipped |
CL | Casual Leave | Casual | Location packs (MH / HR / TN); no carry-forward; lapses at fiscal year end. Not in KA pack. | Shipped |
SL | Sick Leave | Sick | Location packs (KA / HR / TN); medical certificate when ≥3 days; no CF. | Shipped |
MATERNITY | Maternity Leave | Special | Female; min 80 service days; 182 / 182 / 84 / 84 by child #; max start 8 weeks before event; auto end from start; proof required. | Shipped |
PATERNITY | Paternity Leave | Special | Male; 5 consecutive days; window 7 days before or 45 days after event. | Shipped |
MSL | Milestone Leave | Special | Tenure grant at 5/10/15/20y (+ catch-up); 5-day block; partial use forfeits remainder. | Shipped |
WWL | Wellness Leave | Special | KA female; 1 day/month; ±3 day apply window; lapses last working day of month. | Shipped |
COMPOFF | Compensatory Off | Comp-off | Credit from eligible weekend/statutory (≥6h) or weekday (>15h); expire 90 days from work day; encash path staged. | Shipped |
FLOATING | Floating Holiday | Holiday | Calendar-year budget from PH catalogue; employee picks from published options; Jan renew credits entitlement. | Shipped |
UL | Unpaid / LOP | Unpaid | Catalog type for unpaid absence / LOP coupling where enabled. | Shipped |
ADOPTION / MISCARRIAGE | Special (catalog) | Special | Catalog stubs present; entitlement days still TBD with HR. | Stub |
Platform capabilities (policy engine)
Jurisdictions & templates
Country / region dimensions; apply CFA baseline template into a draft team policy.
Versioned publish
Draft → simulate / Policy Test Lab → publish. Published versions are immutable.
Accrual & carry-forward
Schedules LEAVE_ACCRUAL, LEAVE_CARRY_FORWARD, COMP_OFF_EXPIRE.
Working days & holidays
Weekly-off rules + People holidays filtered by calendar key assignment.
Half-day & day count
Server recalculates numberOfDays; excludes weekly offs and matched holidays.
Documents & privacy
Medical / maternity proof rules; MAT/PAT/WWL privacy masking on sensitive fields.
Classic fallback
/admin/leave-policies type catalog when Global Leave is off.
Multi-country stubs
AE / SA / US packs are scaffolded — entitlements still HR-confirm.
CFA India location packs (production defaults)
Prefill templates (CFA-IN-*) ship with production-migration 09-cfa-leave-india-production-prefill.sql. Resolve uses employee work location / region.
| Pack | Location | PL | CL | SL | Special / notes |
|---|---|---|---|---|---|
CFA-IN-KA | Karnataka (Bengaluru) | 18 | — | 12 | WWL (female KA); +1 mandatory PH vs other states |
CFA-IN-MH | Maharashtra (Mumbai) | 18 | 7 | — | Specials + COMPOFF + FLOATING |
CFA-IN-HR | Haryana (Gurugram) | 18 | 8 | 8 | Specials + COMPOFF + FLOATING |
CFA-IN-TN-CBE | Tamil Nadu (Coimbatore) | 12 | 12 | 12 | Lower PL vs other India packs |
Shared across packs: MATERNITY / PATERNITY / MSL / COMPOFF / FLOATING; fiscal Apr–Mar for earned leave; PL CF max 45 with excess LAPSE by default; PH budget 11 calendar-year floating remainder.
Shared special / holiday rules
- Maternity — 182 days (1st/2nd child), 84 days (3rd+); start ≤8 weeks before expected delivery; FE maps child # to days.
- Paternity — exactly 5 consecutive days inside apply window.
- Comp-off — weekend/statutory ≥6h or weekday >15h; 90-day use-or-expire from work day.
- Floating — pick from published catalogue; reject if catalogue / budget missing.
- MSL — tenure months 60 / 120 / 180 / 240; catch-up window supported.
How to configure leave policies
Primary console: Admin → Leave admin → Global Policy Center (/admin/leave/global-policy-center). Requires leaveAdditional.globalLeavePoliciesEnabled and adminModules.globalLeavePoliciesEnabled.
-
Enable flags
Application Config → org
leaveAdditional.leaveManagementEnabled(+ Global Leave / leavePolicies role modules). Minimal flag flips only — do not invent full App Config for NULL-config teams. -
Create or select a jurisdiction
e.g.
IN,IN-KA,IN-MH. Used for resolve, holiday calendars, and working-day scope. -
Apply a country / CFA template into a draft
Choose
CFA-IN-KA(etc.) or blank draft. Edit type entitlements, accrual, carry-forward, special leave JSON as needed. -
Simulate / Policy Test Lab
Dry-run a sample employee. Lab may gate publish. Guide: Policy Test Lab.
-
Assign holiday calendar key
Key must match People → Holidays locations (e.g.
IN-KA). Optionally publish Legal Calendars first. -
Working-day rules
/admin/leave/working-day-rules— team default, jurisdiction pattern, or employee override. “Country” means leave jurisdiction assignment. -
Publish version
Activates accrual / eligibility. Published versions are immutable — clone a new draft to change.
-
Opening balances
Employee leave config: Download OB template → fill from ZingHR → dry-run import → live; or Adjust balance per employee.
-
Prove apply → approve
People → Leaves apply; Workspace → Approvals or pending panel approve; confirm day count, balance debit, timesheet promotion.
What you configure where
| Concern | Where | Notes |
|---|---|---|
| Type entitlements / accrual / CF | Global Policy Center policy version | Prefer templates; edit draft before publish |
| Leave type catalog (classic) | /admin/leave-policies | Fallback when Global Leave off |
| Per-employee balances | /admin/employee-leave-config | OB template + Adjust balance |
| Holidays | People → Holidays + Legal calendars | Location keys must match assignment |
| Weekly offs | Working day rules | Not hard-coded Sat/Sun |
| Floating catalogue | Policy / floating admin + apply drawer picker | Expanded by production SQL 10 |
| Schedules | Scheduler jobs ACCRUAL / CF / COMP_OFF_EXPIRE | Enabled via production SQL 11 |
| Delegation | /admin/delegation | Leave in approval scopes |
Production cutover (ops)
When defaults are locked by SQL prefill, HR still must:
- Confirm
leaveManagementEnabledfor real teams. - Import opening balances (never invent rows).
- Smoke apply → approve on a flagged team.
Runbooks: opening-balance import · cutover publish (internal fui/docs/leave/pending/).
Configuration & runtime scenarios
| Scenario | Actor | Steps (summary) | Guide |
|---|---|---|---|
| Configure Global Leave | HR admin | Jurisdiction → template → simulate → holidays → publish | Scenario |
| Set opening balances | HR admin | Employee leave config → Adjust balance or OB template | Scenario |
| Bulk OB import (dry-run) | HR admin | Download template → fill → dryRun=true → live |
Scenario |
| Publish legal holidays | HR admin | Legal calendars draft → publish → People holidays | Scenario |
| Apply leave (PL/CL/SL) | Employee | People → Leaves → type + dates → submit | Scenario |
| Apply maternity / floating | Employee | Child # maps days; floating catalogue picker required | Leave Management |
| Approve / reject | Manager / delegate | Pending panel or Workspace → Approvals | Scenario |
| Half-day / holiday span | Employee | Day count excludes holiday / weekly off; half-day = 0.5 | Approval coverage map |
Example: Bengaluru employee fiscal PL
- Employee jurisdiction resolves to
CFA-IN-KA(PL 18 / SL 12 + WWL). - Opening PL balance imported or accrued after April front-load / monthly job.
- Employee applies 3 working days spanning a People holiday —
numberOfDays= 2. - Manager approves → balance debited → leave TaskActivities promoted → optional attendance LEAVE marks.
Example: Floating holiday pick
- HR published floating catalogue for the calendar year.
- Employee selects FLOATING + catalogue option in apply drawer.
- Without published catalogue / budget, apply is rejected with a clear message.
- January renew job credits FLOATING entitlement (idempotent).
New CFA requirements vs existing features
Mapped from CFA leave operating model (ZingHR reference) to Tracopus Global Leave. Status reflects shipped code + production prefill — not invented balances.
| Requirement | Existing / shipped | New / cutover work | Status |
|---|---|---|---|
| Location-wise PL/CL/SL | Global Leave templates + resolve | CFA-IN-* packs prefilled; confirm flags per team | Shipped |
| Fiscal year Apr–Mar + CF 45 | Leave year + carry-forward engine | Default excess LAPSE; switch to ENCASH via re-publish if HR chooses |
Shipped |
| Maternity / paternity rules | Special leave + FE child map / windows | Ops: enable flags; train apply UX | Shipped |
| Comp-off credit + 90-day expire | COMPOFF type + expire schedule + attendance coupling | Band/designation filters still HR-confirm | Partial |
| Floating PH catalogue | FLOATING type + catalogue picker | Client-specific rows may still be appended by HR | Shipped |
| WWL Karnataka female | WWL special + LWD lapse | Expand regions later if HR requests | Shipped |
| Milestone leave tenure | MSL TENURE_GRANT + catch-up | — | Shipped |
| Opening balances from ZingHR | LeaveBalanceEngine + import API | HR must supply CSV; dry-run then live (tooling only) | Shipped |
| Adoption / miscarriage | Catalog stubs | Days TBD with HR | Stub |
| AE / SA / US entitlements | Multi-country stubs | Entitlement packs TBD | Stub |
| Biometric feed → leave/attendance | API stub returns 501 pending contract | Real ingest contract | Stub |
💡
Honest go-live read
India policy engine is largely complete in code/prefill. Live E2E still depends on org flags + real opening-balance import + smoke apply/approve on each team.
Existing platform features (always available)
- Overlap prevention, withdraw / cancel paths, delegation acting-for audit.
- Half-day leave, server-trusted day counting, holiday exclusion.
- Approve → TaskActivity promotion; optional leave → attendance sync.
- Policy Test Lab, Legal Calendars, Absence cases, Agreements, Documents, Anomaly / fairness, Workforce bidding (phase-2 admin surfaces).
- Classic leave policies page when Global Leave is disabled.
Admin & runtime screen map
| Screen | Route | Use for | Doc |
|---|---|---|---|
| Global Policy Center | /admin/leave/global-policy-center | Templates, publish, simulate | Config guide |
| Leave policies (classic) | /admin/leave-policies | Fallback type catalog | Config guide |
| Employee leave config | /admin/employee-leave-config | OB template, Adjust balance | Balances |
| Legal calendars | /admin/leave/legal-calendars | Publish holidays | Legal Calendars |
| Working day rules | /admin/leave/working-day-rules | Weekly offs | Working days |
| Policy Test Lab | /admin/leave/policy-test-lab | Pre-publish scenarios | Test Lab |
| Leave management | /people/leaves | Apply / approve | Leave Management |
| Approvals inbox | /workspace/approvals | Manager decisions | Approvals |
| Application Config | /admin/application-config | leaveAdditional flags | App Config |
Required flags (reference)
- Org:
leaveAdditional.leaveManagementEnabled,globalLeavePoliciesEnabled, optionalleaveEnhancementsEnabled,leaveAutoSyncToAttendance,leaveBlockNonWorkingDayLeave. - Role:
peopleModules.leavesEnabled,adminModules.leavePoliciesEnabled,adminModules.globalLeavePoliciesEnabled.
Data-flow detail: Leave policy flags · Leave flags.
Go-live checklist
- 1FlagsOrg leave + role modules enabled for the target team.
- 2Published policyCorrect CFA-IN-* pack (or custom) published for jurisdiction.
- 3Holidays + working daysCalendar key assigned; weekly-off rule resolved.
- 4SchedulesACCRUAL / CARRY_FORWARD / COMP_OFF_EXPIRE enabled.
- 5BalancesOB dry-run clean → live import; spot-check cards.
- 6Prove PL applyWorking-day count correct across a holiday.
- 7Prove specialMAT child map or FLOATING catalogue on a test user.
- 8Approve pathManager / delegate approve; timesheet / attendance side effects.
Common mistakes
- Expecting balances after publish alone — import or wait for accrual.
- Inventing OB CSV amounts without ZingHR / HR export.
- Holiday calendar key mismatch → days still counted.
- Using
PLfor paternity (ZingHR historical remap) — paternity isPATERNITY. - Skipping dry-run on bulk import.
- Global Leave flag off while editing classic policies only — resolve path differs.