Why? Because different teams have different needs, and different countries have different regulations. Besides, modern workplaces increasingly support employee well-being initiatives that don\u2019t fit neatly into generic leave categories.<\/p>\n
What are the common custom leave types?<\/h2>\n
Custom leave types are leave categories tailored specifically to your organization\u2019s policies, culture, and compliance requirements. They go beyond the default \u201cAnnual Leave<\/strong>\u201d and \u201cSick Leave<\/strong>\u201d structure.<\/p>\n From a managerial perspective, these categories help you more accurately reflect reality in your reporting and planning.<\/p>\n Here are some common examples of custom leave types you may find available:<\/p>\n As a result, separating these categories helps ensure accurate reporting and compliance documentation. It also protects both employees and the organization in case of audits or disputes.<\/p>\n Remember:<\/strong> custom leave types reflect how your organization truly operates \u2014 not just how a generic system defines leave.<\/p>\n Before diving into the specific benefits, it\u2019s important to understand that custom leave types are not just administrative labels \u2014 they are strategic tools that help you manage PTO with greater clarity, accuracy, and control.<\/p>\n Your HR policies define how leave should work. Custom leave types ensure your system reflects those policies accurately.<\/p>\n Without customization, teams may:<\/p>\n Over time, this creates inaccurate data and confusion.<\/p>\n Therefore, custom leave types eliminate ambiguity. Each request clearly matches a policy category, reducing administrative back-and-forth and improving transparency.<\/p>\n From a management standpoint, reporting is critical.<\/p>\n When leave types are clearly categorized, you can:<\/p>\n For example, if you introduce Mental Health Leave and see consistent usage, it may indicate healthy adoption of well-being initiatives. Alternatively, spikes could signal workload stress.<\/p>\n Without proper categorization, these insights remain hidden.<\/p>\n Employees appreciate clarity. When they request leave, they should know exactly what category applies.<\/p>\n Clear leave types help:<\/p>\n Therefore, a well-structured leave system signals organizational maturity and fairness.<\/p>\n Organizations evolve. Policies change. Teams expand.<\/p>\n Custom leave types allow you to adapt without disrupting the entire leave structure. You can introduce new categories, adjust quotas, or refine eligibility as business needs shift.<\/p>\n From a strategic management perspective, flexibility is not optional \u2014 it\u2019s necessary.<\/p>\n Now let\u2019s move into practical implementation. To set up custom leave types for your teams, you will need to get a capacity planning or time tracker first. And TimePlanner<\/strong><\/a> is perfect for that. It allows managers to track employees\u2019 workload and ensure they are working at their full capacity.<\/p>\n When using TimePlanner, setting up custom leave types is straightforward, but it requires clarity in your internal policies first. Before configuring anything, ensure that your HR guidelines clearly define eligibility criteria, paid vs. unpaid status, accrual rules, and approval workflows.<\/p>\n After installing Teamboard TimePlanner, access the app with Admin permissions. From the left sidebar menu, locate Settings<\/strong> and choose Leaves<\/strong>.<\/p>\n Then, in the main settings interface, you can scroll down to find the Leave types<\/strong>. By default, there are 4 most common leave types: Paid, Unpaid, Sick, and Other, ready to be used.<\/p>\n But of course, we are here to set up new custom types.<\/p>\n You can click the Add new<\/strong> button sitting on the same line as the Leave types. Then, there will be a prompt allowing you to configure the leave type\u2019s basic details:<\/p>\n Again, you should choose a clear, descriptive name for each custom leave type to avoid any misunderstandings among your employees. Besides, you should conduct a meeting with your HR and other stakeholders to specify the pay percentage<\/strong> applicable for this leave type (e.g., 100% means fully paid leave).<\/p>\n Additionally, you should also decide if that type can be counted against the total allocated leave days in your organization by toggling the Allocation target<\/strong>.<\/p>\n Once you\u2019ve added new leave types for your teams and employees, it is recommended to check the rules for requesting PTO.<\/p>\n Depending on the leave type, you can configure:<\/p>\n Additionally, you can also set up different leave allocation rules for a specific employee or a group of employees.<\/p>\n For example, interns with fewer contractual obligations may be subject to different PTO policies than core employees.<\/p>\n With all that done, the custom leave types are now available for testing. You can try to submit a test leave request using this leave category and complete the approval process.<\/p>\n Once approved, you should verify that the leave balance is deducted correctly and that the request appears accurately on the team calendar.<\/p>\n Finally, check the availability view to ensure the employee is marked as unavailable (or partially unavailable for half-day leave). This confirmation ensures that your leave type is functioning properly and reflects accurately in resource planning.<\/p>\n Every organization is different, and your leave management system should reflect that. Custom leave types allow you to shape your PTO structure in a way that truly matches your policies, culture, and operational needs.<\/p>\n When leave categories are clear and well-defined, everyone benefits \u2014 employees feel confident submitting requests, and managers gain accurate visibility for planning and decision-making.<\/p>\n With TimePlanner<\/strong><\/a>, setting up custom leave types is simple and flexible. By taking the time to configure them thoughtfully, you create a leave system that feels fair, transparent, and easy to manage \u2014 something both your team and your leadership will appreciate.<\/p>\n The post How to Set Up Custom Leave Types<\/a> appeared first on TeamBoard - Resource planning, project management and Gantt Chart for Jira, monday.com<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":" As a manager, one of your core responsibilities is ensuring that your team operates smoothly \u2014 not just in project delivery, but also in how time off is managed. Leave management may seem administrative at first glance, but in reality, it directly impacts productivity, morale, compliance, and workforce planning. Most leave management systems start with…<\/p>\n The post How to Set Up Custom Leave Types<\/a> appeared first on TeamBoard – Resource planning, project management and Gantt Chart for Jira, monday.com<\/a>.<\/p>\n","protected":false},"author":12,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[38],"tags":[40,39],"class_list":["post-882","post","type-post","status-publish","format-standard","hentry","category-teamboard","tag-teamboard-timeplanner","tag-use-cases"],"blog_post_layout_featured_media_urls":{"thumbnail":"","full":""},"categories_names":{"38":{"name":"TeamBoard","link":"https:\/\/scrumetrix.com\/?cat=38"}},"tags_names":{"40":{"name":"TeamBoard TimePlanner","link":"https:\/\/scrumetrix.com\/?tag=teamboard-timeplanner"},"39":{"name":"Use Cases","link":"https:\/\/scrumetrix.com\/?tag=use-cases"}},"comments_number":"0","_links":{"self":[{"href":"https:\/\/scrumetrix.com\/index.php?rest_route=\/wp\/v2\/posts\/882","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/scrumetrix.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/scrumetrix.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/scrumetrix.com\/index.php?rest_route=\/wp\/v2\/users\/12"}],"replies":[{"embeddable":true,"href":"https:\/\/scrumetrix.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=882"}],"version-history":[{"count":1,"href":"https:\/\/scrumetrix.com\/index.php?rest_route=\/wp\/v2\/posts\/882\/revisions"}],"predecessor-version":[{"id":883,"href":"https:\/\/scrumetrix.com\/index.php?rest_route=\/wp\/v2\/posts\/882\/revisions\/883"}],"wp:attachment":[{"href":"https:\/\/scrumetrix.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=882"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/scrumetrix.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=882"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/scrumetrix.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=882"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}\n
Why use custom leave types to manage PTO?<\/h2>\n
1. Better policy alignment<\/h3>\n
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2. Improved reporting and workforce planning<\/h3>\n
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3. Clearer employee experience<\/h3>\n
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4. Flexible PTO strategy<\/h3>\n
How to set up custom leave types for your organization<\/h2>\n
Step 1: Navigate to the Leave settings<\/h3>\n
![\"Open](\"https:\/\/teamboard.cloud\/wp-content\/uploads\/2026\/03\/Open-settings-1024x530.png\")
<\/p>\n![\"Choose](\"https:\/\/teamboard.cloud\/wp-content\/uploads\/2026\/03\/Choose-leave-types-1024x530.png\")
<\/p>\nStep 2: Create a new leave type<\/h3>\n
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![\"Decide](\"https:\/\/teamboard.cloud\/wp-content\/uploads\/2026\/03\/Decide-pay-percentage-1024x663.png\")
<\/p>\nStep 3: Configure leave rules<\/h3>\n
![\"How](\"https:\/\/teamboard.cloud\/wp-content\/uploads\/2026\/03\/How-to-set-up-custom-leave-types-1024x530.png\")
<\/p>\n\n
Step 4: Save and test<\/h3>\n
Conclusion<\/h2>\n