Overview
Carer’s Leave enables employees to request up to five (5) working days of unpaid leave per calendar year to provide personal care or support to a relative or household member with a serious medical condition. This article guides HR Professionals through creating the Carer’s Leave type in Talexio and configuring automated checklist rules to collect required medical proof.
Carer's Leave is statutory unpaid leave under The Work-Life Balance for Parents and Carers Regulations, 2022. Leave entitlements must be configured as zero paid hours.
Permissions
To create and manage leave types, as well as configure automated checklist rules, you must have the following permission assigned:
- Manage Leave Types (Set to Global)
Prerequisites
Before configuring Carer's Leave, ensure you have established a medical certificate upload checklist template in the Checklists module.
Creating the Carer’s Leave Type
The Carer's Leave is not added to Talexio as a default leave type and so it must be created first.
- Go to Leave Leave Types.
- Click + Add Leave Type in the top-right corner to open the creation dialog.
- Enter
Carer's Leavein the Name field. - Select a visual indicator from the Colour picker.
- Configure the Leave Type Settings according to your company requirements.
- Click Save.
Medical Proof Requirements
Medical proof must be provided by the employee to verify that the relative or household member requires care for a serious medical condition. This proof can be supplied by setting up an automated checklist.
- On the Leave Types tab, locate Carer's Leave.
- Click the More menu next to the leave type.
- Select Configure Checklist Rule.
- Set the trigger conditions for when the checklist should be assigned.
- Select the relevant checklist template for medical proof submission.
- Select the Checklist Owner (e.g., Employee's Reporting Line or a Specific Employee) to receive completion notifications.
- Click Save.