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Assign Leave Plans to Employees

You can assign Leave Plans to employees in CloudHR to ensure correct leave balances and policies are applied.

How to Assign a Leave Plan​

  1. Log in to CloudHR.
  2. Navigate to Employees
  3. Search the employee table and click the View ( ) icon (in the actions column) for the desired employee.
  4. Go to Job Details
  5. Click the Edit ( ) icon.
  6. Scroll down to the Time and Attendance section.
  7. Locate the Leave Plan dropdown.
assign-leave-plan
  1. Select the desired active leave plan from the list.
  2. Click Save to assign the plan.

Important Notes​

  • Only active leave plans will appear in the dropdown.
  • Assigning a leave plan automatically applies its leave types, balance rules, and accruals to the employee.
  • Updating the leave plan later does not retroactively change balances for past periods.
  • If eligible for sync, the employee will start receiving leaves from the next cycle.

Best Practices​

  • Always assign leave plans that match the employee’s role and eligibility.
  • For new joiners, assign the plan based on joining date or probation completion.