Create or edit a policy
- Open Settings → General and find Leave Policies.
- Select Add Policy, or the pencil icon on an existing policy.
- Enter a Policy Name and choose the Leave Type: PTO, Sick Leave, Personal, Bereavement, Parental, Unpaid or Comp Time.
- Choose the Employment Type and Region (All Regions, United States or India).
- Set the Annual Allocation, Max Carryover and Max Balance, in hours. Birch counts 8 hours as one day.
- Select Create policy or Update policy.
Leave is allocated once a year on 1 January and pro-rated for people who join during the year. HR roles can see every policy, read-only, at app.birchspace.co/leave/policies.
Set up or adjust someone's balance
- Open the leave balances page at app.birchspace.co/leave/balances. It has no menu link yet, so bookmark it.
- Choose a person on the Individual tab, or use All Employees.
- Select Setup New to give them a leave type for a year: choose the Leave Type, Year, Allocated Hours and, optionally, Carried Over hours. This is also where India leave types such as Earned Leave, Casual Leave, Maternity, Paternity and Marriage Leave are set up.
- Select Adjust to change an allocation, or Record Used Leave to bring over leave already taken before you started using Birch.
What employees can request
People can request any leave type they have a balance or policy for, plus unpaid leave: LOP for India and Unpaid for the US. Unpaid leave never uses a balance.