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Manage Leave Balances at the Start of a New Leave Year

A step-by-step guide outlining everything you need to do when a new leave year begins.

Updated over 3 weeks ago

You have two options for setting up balances when a new leave year begins:

1. Manually update balances

  • Download and edit your starting balances CSV in Leave > Tools > Leave Balances.

  • Use last year’s Leave Balance Report to roll over any hours or days needed.

  • Upload the updated CSV to apply the new balances.


2. Automate with Leave Year Resets

  • Set a Leave Year Start Date.

  • Create a leave type and configure it to reset or roll over at the start of each new leave year.

See our full guide: Leave Year Resets (UK).


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