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Leave Policy Worksheet

Build a clear record of your company’s leave rules, approval process and responsibilities.

Download worksheet (.txt)

Free editable plain-text file. No signup required.

Hands writing in a weekly planner on a desk

Document Owner and Scope

  • Company: [name]
  • Policy owner: [role]
  • Approved by: [name / role]
  • Effective date and version: [date / version]
  • Employees and locations covered: [scope]

Leave Categories and Rules

  • List each leave category and its verified entitlement, eligibility and supporting-document requirements.
  • Record the source and review date for each rule before approval.
  • Define the leave year, calculation method and treatment of part-days.
  • Document any applicable carry-forward, expiry and balance-adjustment rules.

Requests and Decisions

  • Planned leave: [submission channel and notice period]
  • Unexpected absence: [contact and notification process]
  • Primary approver and backup: [roles]
  • Decision notification: [channel]
  • Changes, cancellations and disputed decisions: [process]

Records and Rollout

  • Record approved dates, category, decision and balance changes in the agreed register.
  • Define who may view or update records and how corrections are requested.
  • Set the next review date and name the person responsible.
  • Share the approved policy and record employee acknowledgement.

When introducing the approved policy to a new colleague, use the onboarding checklist.

Talk to Us About Staf.my

Tell us about your team and we will contact you by phone, WhatsApp or email. Please do not include employee records.

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