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.

To set up annual/holiday leave accruals, go to:

US: Time & Attendance > Compliance > Leave types (Manage)

UK: Time & Attendance > Leave > Leave Types > Leave types (Manage)

Once in Leave types, select the leave type you wish to configure. By default, Holiday / Annual Leave is already included in your account.

Next, select the staff this should apply to using classification tags:

The accruals are set up in step 3 (Balance configuration).

Holiday/annual leave can be set to accrue or deduct from a balance, depending on if it applies to salaried or hourly employees.

Select ‘leave balance accrues’ option and enter the leave accrual rate below (how many hours accrued per hour worked).

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.

You can view an employee's leave balance via: