Managing Policies
Create leave policies in Holiday Ocean 360: leave types, accrual and carryover rules, probation settings and regional defaults for entitlements.
Leave Policies
Policies define the rules for each leave type in your organization. Configure them from the Policies page in the sidebar.
Creating a Leave Policy
Navigate to Policies in the sidebar and click + New Policy. The wizard walks you through six tabs:
| Tab | What you configure |
|---|---|
| Basics | Policy name, leave type, paid/unpaid, color, default approval mode |
| Entitlements | Base days per year and accrual method |
| Carryover | What happens to unused days at year-end |
| Limits | Maximum consecutive days, monthly caps, minimum notice period |
| Probation | Restrictions during the new-hire probation period |
| Review | Read-only summary before saving |
Start with the most common leave types and add more later. You can always create additional policies from the Policies page — just mind your plan's leave-type limit.
Accrual Rules
Choose how entitlement days are granted to employees throughout the year:
| Method | How it works | Plan availability |
|---|---|---|
| Front-loaded (yearly) | Full entitlement available from the start of the leave year | All plans |
| Monthly accrual | Days added each month (e.g., 2.08 days/month for 25 days/year) | Starter and above |
| Quarterly accrual | Days added each quarter (e.g., 6.25 days/quarter for 25 days/year) | Starter and above |
Carryover Rules
Configure what happens to unused days at year-end:
| Option | Behavior |
|---|---|
| No carryover | Unused days expire at the end of the leave year |
| Full carryover | All unused days roll over to the next year |
| Capped carryover | Up to a specified number of days roll over; the rest expire |
| Expiry date | Carried-over days must be used by a specific date (e.g., March 31st) |
Carryover calculations run automatically at year-end. Employees are notified of any days that will expire.
Probation Settings
Optionally restrict leave during employee probation periods:
| Setting | Effect |
|---|---|
| No leave during probation | Employees cannot submit requests for this leave type until probation ends |
| Reduced entitlement | Grant partial balance during the probation period |
| Full access | No probation restrictions — employees can request from day one |
Regional Defaults
When setting up your organization, Holiday Ocean 360 applies region-appropriate defaults based on your selected country. These include standard leave types, entitlement amounts, and public holidays for your region.
You can customize all regional defaults at any time from the Policies and Organization → Holidays pages.