Counto Help & Support Center

Manage Leave

How do I manage employee time-off and leave policies?

The Leave Management workspace allows you to oversee all aspects of employee absence, from setting global policies to approving individual requests.

1

Leave Templates
This is where you define your organisation’s overarching leave policies.

• Global Policy Template: Access and edit the standard template that includes common leave types such as Annual Leave, Shared Parental Leave, and Hospitalisation Leave.
• Policy Customisation: Click the Edit button on a template to adjust which leave types are associated with specific departments or countries.
• New Templates: Use the + New Template button to create unique policies for different employee groups (e.g., probationers vs. permanent staff).

2

Leave Types
This tab provides a detailed breakdown of every leave category available in your system.

• Entitlements: View the Days Allowed for each category, such as 7 days for Marriage Leave or 14 days for Paternity Leave.
• Rules: Check whether a leave type is Paid or Unpaid, and monitor settings like Carry Over or Probation Period requirements.
• Validity: Track the Valid From and Valid To dates for specific leave entitlements to ensure they align with the current calendar year.

3

Leave Balances
Use this section to audit exactly how much time-off your team has remaining.

• Employee Search: Use the Select Employee dropdown and click Fetch to pull up a specific individual’s records.
• Balance Summaries: View a real-time Leave Summary that tracks used versus remaining days for the current year.

4

Leave Requests
This is your operational queue for managing daily time-off applications.

• Reviewing Requests: Monitor the Employee Name, Leave Type, and the Start/End Dates for all incoming applications.
• Duration & Reason: Check the total Duration of the request and the Reason provided by the employee to help inform your decision.
• Taking Action: Use the Actions column to Approve or Reject requests. The Status column will update automatically once a decision is made.

Modifying Leave Templates

How do I modify an existing Leave Template?

This interface provides granular control over how different types of time-off are handled for employees assigned to a specific template.

• Leave Type Descriptions: View the legal or organisational definition for each category, such as Shared Parental Leave (leave shared by fathers from the government-paid portion) or Hospitalisation Leave.
• Entitlement Adjustments (Days): Directly modify the number of Days allocated for each leave type (e.g., standard 7 days for Annual Leave).
• Carry Over Rules: Configure whether unused leave can be rolled over into the next calendar year by toggling the Carry Over? option.
• Limits and Expirations: Set a Max Carry Over Days limit to prevent excessive accrual and define when these carried-forward days will expire.

Adding a New Leave Template

How do I create a custom leave policy?

If your organisation requires different leave rules for specific groups, you can create a custom template.

• Initial Setup: Enter a unique Template Name (e.g., “Management Team”) and select the Template Type.
• Selecting Leave Types & Entitlements: Use the checkboxes to select which leave types apply and define the specific number of Days allowed for the year.
• Advanced Options: Use the Options dropdown for each leave type to configure specific rules like carry-over limits or prorated calculations.
• Setting Constraints (Optional): You can restrict the template to a specific Country (e.g., Singapore) or Department.
• Finalising: Click the yellow Create button to save. Your new template will now appear in the main Leave Templates list.

Managing Leave Type Details

How do I edit or create specific leave rules?

Whether you are updating an existing statutory leave or creating a unique company perk, the configuration interface defines exactly how that leave behaves.

1

Editing an Existing Leave Type
Hover over the desired row and click the Edit button to open the configuration panel:

• Core Identity: View the Leave Type Name, Code (e.g., SPL), and unique ID.
• Unit of Measurement: Switch between tracking leave in Days or Hours.
• Inclusions: Toggle whether the leave should Include Weekends? or Include Holidays? in the total duration calculation.
• Descriptions: Maintain clear internal documentation of the leave’s purpose.

2

Adding a New Leave Type
Click the yellow + leave type button to build a new category. Complete the following logic sections:

• Policy Validity: Define the active start and end dates.
• Probation Period: Set the months a new hire must complete before gaining access.
• Accrual Settings: Determine if leave is granted upfront or earned over time (e.g., 1.5 days per month).
• Carry Forward & Encashment: Define if unused days roll over or can be “cashed out” upon resignation.