Types & accruals

Time Off runs on the types, holidays, and allocations you set up. Configure them once and balances keep themselves: staff see how many days they hold, and every approved leave lands on the payslip as its own line.

Define time-off types

Create a type for each kind of leave your company offers. Common ones are holiday, sick, and unpaid. For each type, set whether it needs approval and how it counts against a balance.

There is no paid/unpaid switch on a type. Pay is decided in Payroll: each approved leave becomes its own worked-days line on the payslip, named after its type, and your salary rules set what that line pays.

Name the types in plain language so staff pick the right one when they request leave.

Set public holidays

Enter your public holidays for the year. List the date and name of each one. The calendar treats these days as company-wide time off, so they do not eat into anyone's personal balance and they show on the team calendar.

Set allocations and accrual plans

Give each employee an allocation for a type, such as 25 holiday days a year. Grant the full amount up front, or use an accrual plan so the balance builds as people work.

An accrual plan takes effect through an allocation — the plan alone grants nothing:

1. Create an accrual plan. Set the rate, such as two days earned per month, and a cap so balances stop at a limit.
2. Create an allocation for the time-off type, make it an accrual allocation, and pick the plan on it.
3. Assign the employees who earn under the plan on that allocation.

Once the allocation is running, balances update on their own. You do not adjust days by hand.

Related

• Time Off overview
• Requests & approvals
• Approved leave shows on Timesheets and feeds Payroll.