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Manage UK time off types and policies

Available for the following plans: Lite, Plus, Essentials, Engage, Elite, Unlimited
Available for the following HR classic plans: Standard, Premium, Platinum
Available for the following user access levels: Employee, Admin, Manager

Set up time off with a clear, intuitive workflow so admins, managers, and employees (with the right Custom Security Settings) can configure leave accurately and confidently. The updated UK Time Off dashboard introduces separate tabs for Types and Policies, along with guided workflows to help you create, assign, and manage leave settings efficiently.

This Time Off dashboard applies only to UK organisations created on or after 10 February 2026. Organisations created before this date will continue to use the classic Time Off experience.

Important

This article assumes your Employment Hero platform uses the term ‘Time Off’ rather than ‘Leave’ based on its language settings. If you do not see the term ‘Time Off’, look for the term ‘Leave’ instead.

If you prefer your platform to display ‘Time Off’, click your profile button (your name) in the top right corner of your screen, select Account Settings, go to the Language field, and select English (United Kingdom).

Getting started

View Time Off Dashboard
  1. Go to Settings.
  2. Under Time and Attendance, select Time Off.
  3. Select either the Types or Policies tab depending on what you want to review or configure.
  4. Review the dashboard to view existing types or policies and their key settings.
    screenshot-of-updated-UK-time-off-dashboard

Create data

Create time off type
  1. Go to Settings.
  2. Under Time and Attendance, select Time Off.
  3. Select the Types tab.
  4. Click + Add type.
  5. Enter the required details for the time off type.
  6. Configure any additional settings as required.
  7. Click Save.

Helpful Hint

Saving a type starts a guided setup that automatically opens the Add a policy window followed by the Assign employees then the Balance preferences windows. You can complete the full setup now, or click the Save and finish later button at any stage to exit and return to it later.

Create time off policy
  1. Go to Settings.
  2. Under Time and Attendance, select Time Off.
  3. Select the Policies tab.
  4. Click the + Add policy button.
  5. Select a Time Off Type for the policy.

    Helpful Hint

    If you already used the + Add type button to reach this stage, the Parent type field will be pre-filled.

  6. Enter the policy details, including accrual rules where applicable.
  7. Click the Continue to assign employees button.
  8. Add leave balances if this is the first time the policy is created.
  9. Click Save.

Edit data

Edit time off type
  1. On the Time Off dashboard, select the Types tab.
  2. Find the Types entry you want to edit.
  3. On the Actions dropdown, click the three dots (...) and select Edit.
  4. Update the relevant fields.
  5. Click Save.
Edit time off policy
  1. On the Time Off dashboard, select the Policies tab.
  2. Find the Policies entry you want to edit.
  3. On the Actions dropdown, click the three dots (...) and select Edit.
  4. Update the relevant fields.
  5. Click Save.

Manage data

Assign employees to a policy
  1. On the Time Off dashboard, select the Policies tab.
  2. Find the policy you want to update.
  3. On the Actions dropdown, click the three dots (...) and select Manage assignment.
  4. Drag and drop the employee(s) you want to assign (or use arrows for bulk updating).
  5. Click Continue to review balances.
  6. Review and edit the Leave balances for assigned employees page as required.
  7. Click Save.

Delete data

Delete a time off type
  1. On the Time Off dashboard, select the Types tab.
  2. Find the Time Off Type you want to remove.
  3. Click Delete (trash can icon).
  4. Confirm the deletion.
Delete a time off policy
  1. On the Time Off dashboard, select the Policies tab.
  2. Select the policy you want to remove.
  3. Click Delete (trash can icon).
  4. Confirm the deletion.

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