This guide outlines how to create and/or configure your leave types so that staff leave can either be accrued or deducted from a balance.
*UK/EMEA Customers*
Please see the following help guides for more specific instructions on how to configure your leave:
What's covered in this guide?
Create a New Leave Type
To create a new leave type:
Navigate to Leave Types
US: Time & Attendance > Compliance > Leave types (Manage)
UK/EMEA: Time & Attendance > Leave > Leave Types (Manage)
Add or Select a Leave Type
Choose + New Leave Type or edit an existing one.
Assign to Staff
Use classification tags to apply the leave type only to relevant staff.
⚠️ Do not set it to apply to all staff if you want Bank Holiday rules to work.
Configure Balance
Choose whether the balance should:
Accrue: “Leave balance accrues” → enter accrual rate.
Deduct: “Leave balance deducts from Starting Balance” → enter entitlement.
Enable Future Approved Leave (Optional)
Tick “Create future approved time-off for Bank Holidays”.
Scroll to the bottom and enable auto-approval for created requests.
Save the Leave Type
Set leave type to accrue or deduct
Holiday/annual leave can be set to accrue or deduct from a balance, depending on if it applies to salaried or hourly employees.
Accrued Leave
Select ‘leave balance accrues’ option and enter the leave accrual rate below (how many hours accrued per hour worked).
Leave that deducts from a balance
Select 'leave balance deducts from a Starting Balance' and enter the Starting Balance Entitlement.
Once you save the changes, all approved shifts for the affected users will now accrue leave.
Future Approved Leave for Bank Holidays
You can set up automatic Future Approved Leave Requests so that staff always have approved leave applied for bank holidays.
Steps to set up future approve leave for bank holidays:
Go to Compliance > Time off types (Manage).
Choose the relevant leave type.
Ensure it applies only to the intended staff via tags.
This will not work if it applies to all staff.
In Balance Configuration (section 3), enable:
Create future approved time-off for Bank Holidays.
At the bottom of the leave type, ensure auto-approval for created requests is enabled.
Additional checks
In Leave Settings, ensure either:
A default leave hours greater than 0, or
A valid auto-fill leave setting that covers all staff.
Ensure each staff profile has a Pay Rate (hourly or salaried).
Re-generate Bank Holidays
If you’ve changed the setup and need to regenerate automatic bank holiday leave requests:
Delete the staff member’s Bank Holiday leave balance (if any).
In their profile, remove all tags, save, then re-add the tags and save again.
This will trigger the bank holiday leave requests to be recreated.