Available for the following HR plans: Premium, Platinum
Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following User Access levels: Admin
The Leave interface has been redesigned to clarify the relationship between leave categories and the rules that govern them. This update introduces a tabbed settings dashboard and a more intuitive onboarding experience for organisations setting up leave for the first time.
Explore the new Leave settings dashboard
The Leave Settings page is now organised into five distinct tabs to help you manage your organisation's leave more efficiently:
- Types: View and manage all leave categories, such as Annual Leave or Sick Leave. This table displays the entitlement status, unit type (days or hours), visibility settings, and current status.
- Policies: Access a dedicated table to manage specific rulesets, including accrual rates, carry-over limits, and employee assignments.
- Options: Configure advanced settings, including rounding rules and Bradford Factor calculations.
- Request Rules: Set validation rules and define blackout periods where leave requests are restricted.
- Return to Work: Manage documentation and review processes for employees returning from extended leave.
Manage leave settings
System-defined leave types, such as Statutory Sick Leave, are now protected with a "System" tag to ensure your organisation remains compliant with statutory payroll rules. While you cannot delete these types, you can edit their visibility or disable them if they are not required.
When creating a new custom leave type, follow these steps:
- Define the name and determine if it is an entitlement type that accrues Leave.
- Select the unit type (days or hours) and visibility for specific employees.
- Assign a colour for the leave type to appear in the company calendar.
Note: New leave types are "Disabled" by default. They will only become active once you have finished configuring the balances and selected Save & Enable.
For new organisations, the setup process is streamlined with guided steps in the sidebar. Follow this sequence to prepare your platform for employee use:
- Review types and visibility: Check the default leave categories we have pre-configured and adjust who can see them.
- Review policies and assign employees: Assign your team members to specific leave policies so they can begin accruing Leave. This step appears automatically after you review your leave types.
- Add opening balances: Import or manually enter existing leave balances for your employees.
If you are not ready to complete a specific setup step, select Save & finish later to store your progress.
You also have the option to select Mark reviewed to move a task from your "To Do" list to the "View All" section, allowing you to return to it later. This ensures your dashboard only shows active tasks while keeping your configuration progress safe.