This guide covers configuring the leave types your organisation offers and then processing the requests staff raise against them.
Before you start
- You need HR access to manage leave types and to decide on requests; staff raise their own requests through self-service.
- A leave request must reference a staff member and a leave type that belongs to your organisation.
- Weekends and public holidays are excluded from the calculated day count.
Steps
Define a leave type
- Go to HR → Leave and add a leave type. Name is required. You may add a code, a Default allowance (days), and choose an Accrual method (annual upfront, monthly, or per pay period) with an Accrual rate (days/period).
- Set the carry-over policy: Max balance (days), Carry-over cap (days) and Carry-over expiry (months). You can also enable seniority-based accrual, prorate the allowance on hire, and mark the type active or inactive.
[screenshot: the leave type form showing accrual and carry-over fields]
Raise a leave request
- Choose a Leave type, a Start date and an End date (which must be on or after the start date). A Reason is optional, and you may record a number of days. The panel shows the remaining balance for the selected type. You cannot set the status yourself — it is driven by the approval flow.
[screenshot: the leave request form with the available-balance hint]
Decide on a request
- Open a pending request and approve or decline it. You may add an optional decision note to explain the outcome.
Result
Approved leave draws down the employee’s balance for that leave year, and the request status reflects the decision. Pending approvals and staff currently on leave are surfaced on the HR overview.