How do I manage an employee's annual leave allowance? (Desktop)

Modified on Wed, 29 Nov 2023 at 04:07 PM

You can control the holiday and annual leave allowance for eligible employees in their employee profile so that they always know how much leave they have left to take.

  1. Head over to the team page by clicking on the 'Team' icon on the left of your screen, then select the Leave tab.
  2. Find the team member you need to edit, either by scrolling through the list or using the magnifying glass button at the top of the screen to search.
  3. Click on the employee you want to edit
  4. Click the pencil-in-a-box icon in the top right of the screen.
  5. The 'Default leave allowance' field shows the number of days of annual leave that the employee is entitled to in a standard leave year. We'll use this to set the employee's allowance at the beginning of each new leave year.
    1. Want to just adjust the employee's allowance for the current leave year? You can do that in the adjustments panel.
  6. The 'Default daily hours' field shows how many hours the employee works in an average day. This is used to calculate things like leave accrual.
  7. The 'Exclude public holidays' field allows you to choose what should happen if an employee books leave over a public holiday. If they're not expected to work public holidays as standard then you'll want to tick the box, in which case we won't deduct those days from their allowance. If they usually work public holidays you should leave it unticked though, in which case we'll treat it just like any other day.
  8. Once you've made the necessary changes you'll need to click the 'Save' button at the bottom of the screen.

You're on the Desktop version of this article.

To view the Mobile version see How do I manage an employee's annual leave allowance? (Mobile)

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