How To Edit A Leave Management Policy

Danielle

Updated December 24, 2025 21:30

Goal

How to adjust the existing rules in a Leave Management Policy

Environment:

Push Web App

Process:

Edit Policy:

Updating an existing Leave Management policy enables you to modify the structure of time off going forward. While these updates can be necessary, changes to policy rules may result in inconsistent balances or reporting differences depending on when employees were assigned to the policy.

For example, changing a policy from a Fixed Starting Balance to a Prorated Starting Balance may cause employees to receive different starting amounts based on when they were assigned to the policy.

To minimize discrepancies:

We recommend making policy changes closer to the policy’s reset period, so updates apply consistently moving forward.
Review which employees are currently assigned to the policy before making changes.
Align with your team on how the update should affect new versus existing employees.

💡 | Tip: If a significant change is needed mid-cycle, consider creating a new policy instead of updating an existing one. This helps preserve historical accuracy and keeps reporting clearer over time.

Click the Company Name in the top right-hand corner
In the drop-down menu, click Company Setup
On the left-hand navigation bar, click Leave Management
Under the specific Policy, select the specific Policy Type
On the right side, click Edit Policy
Under Policy Name, input the new title of the Policy
Under Accrual Method, this cannot be changed after a Policy has been created; please create a new Policy if a different accrual method is required
Under Accrual Rate, input the new percentage employee will accrue (i.e. 4%)
Under Accrual Presets, adjust the checkbox that corresponds with either All Presets or Custom Presets
1. If Custom Presets is selected, in the pop-up, adjust the checkbox(es) that correspond with the specific Earning/Deduction Preset(s) associated with the accrual
Under Ignore Unpaid Hours, adjust the checkbox that corresponds with either Yes or No if applicable
Under Max Annual Accrual, adjust the total hours that can be accrued in a specific time frame (the time frame will be based on what is selected as the Reset Frequency)
Under Annual Redemption Limit, adjust the checkbox that corresponds with either Yes or No
1. If Yes is selected, under Annual Redemption Limit, adjust the total hours that the employee is allowed to request time off from in a Reset Period
Under Carry Forward Limit, adjust the checkbox that corresponds with either Yes or No if applicable
1. If Yes is selected, under Max Carry Forward, adjust the total hours employees are able to bring into the next Reset Period
Under Negative Balance, adjust the checkbox that corresponds with either Yes or No if applicable
1. If Yes is selected, under Max Negative Balance, adjust the total hours employees are able to go into the negative when requesting time off
Under Starting Balance, adjust the checkbox that corresponds with either of the following:
1. To adjust what happens at the policy reset, next to Negative Balances Do Not Carry Forward choose one of the following:
  1. Check the box to zero out negative balances at the reset period. This starts each new period with a clean slate.
    ⚠️ | Warning: We do not recommend this option. Zeroing out negative balances removes the record that an employee took more time off than they had available, which can result in inaccurate balance tracking and reporting.
  2. Leave the box unchecked to allow negative balances to carry forward into the next reset period. This requires employees to earn back the negative balance over time and maintain an accurate record of time taken.
To adjust what happens at the policy reset, next to Negative Balances Do Not Carry Forward choose one of the following:
1. Check the box to zero out negative balances at the reset period. This starts each new period with a clean slate.
  ⚠️ | Warning: We do not recommend this option. Zeroing out negative balances removes the record that an employee took more time off than they had available, which can result in inaccurate balance tracking and reporting.
2. Leave the box unchecked to allow negative balances to carry forward into the next reset period. This requires employees to earn back the negative balance over time and maintain an accurate record of time taken.
Under Waiting Period, adjust the checkbox that corresponds with either Yes or No if applicable
1. If Yes is selected, under Length Of Waiting Period, adjust the total days that an employee must wait before being able to request time off (Note: while the balance/policy will not be available to the employee, the system will still accrue after every pay period that is processed)
Check/Uncheck the box that corresponds with Employees Accrue A Balance During The Waiting Period
1. If Unchecked, employees will not have a balance start accruing until after the Waiting Period designed under step 16
2. If Checked, employees will have a balance start accruing during the Waiting Period designated under step 16 but will not be able to submit a time off request until after
Under Minimum Advanced Notice, click the checkbox that corresponds with either Yes or No
1. If Yes is selected, under Minimum Advance Notice (Days), input the required number of days
  1. i.e. if you enter 14, employees must submit their time-off request at least 14 days before the requested date. Otherwise, an administrator will be required to create the request.
2. If No is selected, employees will be able to submit requests at any time, including for past dates.
Under Paid Policy, adjust the checkbox that corresponds with either:
1. Yes: employees will be paid for any approved time off
2. No: employees will not be paid for any approved time off
Under Payouts, adjust the checkbox that corresponds with either:
1. Yes: employees are able to request a payout from their balance/policy without taking time off
2. No: employees will not be able to request a payout from their balance/policy
Under Policy Units, adjust the checkbox that corresponds with either Hours or Days
1. If Days is selected, under Requestable Amounts, check/uncheck the boxes for any of the following: Unpaid, Half Paid, and/or Full Paid
  ⚠️ | Warning: We do not recommend enabling Unpaid as a requestable amount within a paid time-off policy. Requests submitted as unpaid will not reduce the employee’s balance, which can result in inaccurate time-off tracking. For clearer reporting and proper balance management, we recommend creating a separate unpaid time-off policy instead.
Under Reset Frequency, this cannot be changed after a Policy has been created; please create a new Policy if a different reset frequency is required
Once done, click Save & Continue

Delete Policy

Use this option to remove a Leave Management policy from your account permanently. Before deleting a policy, ensure that all employee balances have been zeroed out and that employees have been removed from the policy.

Deleting a policy that has been used can result in inaccurate reporting or loss of historical context. For this reason, we recommend deleting policies only if they are unused or if employees were never assigned to the policy or accrued any time off. Review this action with your team before proceeding.

Click the Company Name in the top right-hand corner
In the drop-down menu, click Company Setup
On the left-hand navigation bar, click Leave Management
Under the specific Policy, select the specific Policy Type
On the right side, click Delete Policy
In the pop-up, click Delete Policy
The page will refresh to Leave Management once it is completed

Additional Information

You will be able to add a new policy (previously known as Rules) to existing Policies (previously known as Balances) in your Push account.

Once a Policy is created/adjusted, the changes will not be reflected unless you run an Off Run or Payroll to trigger the adjustments.

Please note that only Super Administrators have access to make changes to Policies under Leave Management.

The Leave Management feature is currently available on the Premium Subscription or Pro Subscription with the Leave Management Add-On. In addition, Leave Management requires the Payroll Add On.

If you do not have this feature and are interested, please feel free to contact Push Support at support@pushoperations.com to connect you with the relevant team.