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

Modified on Wed, 29 Nov, 2023 at 5:02 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 'More' button at the bottom of your screen and selecting 'Team' from the menu. Select the Leave tab.
  2. Find the team member, either by scrolling through the list or using the search bar at the top of the screen.
  3. Once you've found the team member click on their name. This will open their profile.
  4. Click the pencil icon in the top right of the screen and select 'Leave Settings' from the list.
  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 'Current leave' field 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 by selecting the Make Adjustments option instead
  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 Mobile version of this article.

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

Struggling to find this feature in your Shiftie account?

Check our permissions and plan pages to make sure you have access.

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