What's included in this guide?:
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.
See our full guide: Manually Update Leave Balances for a New Leave Year.
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).