Leave types in AttendFirst: configure categories and quotas

A leave type in AttendFirst is one category of leave an employee can apply for, with its own annual quota. Every new company starts with Casual, Sick, and Privilege pre-configured. Add other types like Comp-off, Maternity, or Paternity under Setup → Leave Types.

What the list shows

The leave types table has five columns:

Column	What it is
Name	The label employees see on leave application forms and balance cards.
Code	A short uppercase tag used in CSV exports. Typically 2 letters (CL, SL, PL).
Annual Quota	Total days an employee can take in one calendar year.
Availability	All employees (default type) or Assigned only (restricted, requires per-employee assignment).
Scope	Company wide (applies everywhere) or a location name (applies only at that branch).

A scope picker above the list defaults to Company wide. Pick a location to see Company wide leave types plus the location-scoped ones together.

Every new company ships with three Company wide defaults available to everyone: Casual Leave (CL, 12), Privilege Leave (PL, 12), and Sick Leave (SL, 12).

Adding a leave type

Click Add Leave Type in the top right. Fields:

1. Name (required). The label employees see. Example: Comp-off Leave.
2. Code (uppercase) (required). A short tag for exports. Must be unique. Example: CO.
3. Annual Quota (required). Days per calendar year. Example: 6.
4. Available to all employees (switch). When on, every employee can apply for this type immediately. When off, the type must be assigned per employee from their profile Leaves tab.
5. Applies to (scope picker). Company wide for everyone, or pick a specific location for branch-only types.

Click Add Leave Type. The new type appears immediately.

If you add the leave type from inside a location’s detail page (Setup → Locations → click a location → Leave Types tab → Add Leave Type), the scope is auto-filled and locked to that location.

Default vs. restricted leave types

Two configurations cover most policies:

Default type (Available to all employees: on)

• Every active employee can apply for it.
• The full annual quota applies.
• Use for: Casual, Sick, Privilege, Bereavement, anything that everyone qualifies for.

Restricted type (Available to all employees: off)

• Does not appear by default on every employee’s leave form.
• Useful when defining types that only apply to a subset of roles.

To switch a type from one mode to the other, edit it and flip the switch. Existing approved leaves are unaffected; only future applications use the new policy.

Multi-location leave types

If your Mumbai branch and your Bangalore branch run different leave policies:

1. Keep the universal categories (Casual, Sick, Privilege) as Company wide.
2. Create branch-specific categories by picking the branch in the Applies to picker.

Employees at the Mumbai location see Company wide types plus Mumbai-scoped ones. Bangalore employees see Company wide plus Bangalore-scoped. No cross-over.

For the full multi-location flow, see Multi-location attendance.

Editing and deleting

Click the three-dot menu on any row:

• Edit: change name, code, annual quota, or Available to all employees. You cannot change the scope of an existing type - delete and re-add to move scope.
• Delete: removes the type from future application forms. Past leave requests, balances, and attendance records are preserved.

Deleting hides the type from future forms. To undo, add it back with the same name and code.

How quotas work

• Quotas are defined per calendar year. Unused days do not carry forward.
• New employees get a pro-rated quota based on their joining month. An employee who joined on July 1 with a 12-day quota gets 6 days for that year.
• On January 1, the full annual quota resets for every active employee.
• Remaining balance on My Leaves equals annual quota (or override) minus the days already approved for that year.

A common starting setup

Type	Code	Annual Quota	Available to all	Notes
Casual Leave	CL	12	Yes	Short notice leave, personal work
Sick Leave	SL	12	Yes	Illness, medical appointments
Privilege Leave	PL	15	Yes	Planned leave, pre-booked time off
Comp-off Leave	CO	6	Yes	Earned against weekend or public holiday work
Maternity Leave	ML	182	No	Defined as restricted
Paternity Leave	PT	10	No	Defined as restricted

Frequently asked questions

What does AttendFirst pre-configure?

Three Company wide types available to everyone: Casual, Privilege, and Sick, each with a 12-day annual quota. Edit any of them under Setup → Leave Types.

Why does the Code field exist?

The short uppercase code appears on CSV exports and compact UI lists where the full name doesn’t fit. Keep it 2-3 letters. Must be unique per company.

Can I make Maternity Leave available only to women?

AttendFirst doesn’t gate by gender automatically. Defining Maternity as a restricted type (Available to all employees: off) keeps it out of every employee’s default leave form. Per-employee assignment is on the roadmap.

I deleted a leave type. Did I lose historical data?

No. The type disappears from future application forms, but past leave requests, balances, and attendance records stay intact.

Can I raise or lower the annual quota mid-year?

Yes. Remaining balance is recomputed as (new quota - already-approved days). You cannot set a quota below what employees have already taken this year.

Do mid-year joiners get a full quota?

No - they get a proportional share based on their joining month. Someone starting July 1 with a 12-day quota gets 6 days for that calendar year. The full quota resets on January 1.

Related docs

• Locations. Set up the branches that location-scoped leave types apply to.
• Leave requests. How employees apply for leave using these types.
• Leave approvals. How admins review and approve requests.
• Holidays. Non-working days that never subtract from any leave quota.