# Leave policy planning worksheet

Gather the decisions your HR team needs before configuring leave policies.

Company: [add company]
Entity / team: [add scope]
Owner: [add owner]
Review date: [add date]

## Checklist

- [ ] Identify the employing entity and applicable policy framework.
  Owner: [name] | Due: [date] | Evidence / notes: [details]

- [ ] List leave types and confirm entitlements with the appropriate adviser.
  Owner: [name] | Due: [date] | Evidence / notes: [details]

- [ ] Agree accrual, balance display, carry-over and encashment treatment.
  Owner: [name] | Due: [date] | Evidence / notes: [details]

- [ ] Specify request notice, supporting documents and approval owners.
  Owner: [name] | Due: [date] | Evidence / notes: [details]

- [ ] Confirm how approved leave connects with attendance and payroll.
  Owner: [name] | Due: [date] | Evidence / notes: [details]

- [ ] Record policy owner, employee communication and review date.
  Owner: [name] | Due: [date] | Evidence / notes: [details]

## Decisions and outstanding questions

[Add decisions, exceptions and the next review checkpoint.]

Planning template from Kled. Adapt to your organisation. Confirm applicable legal and policy requirements with the appropriate adviser before use.