Set how leave is earned and carried over
Choose when people get their leave days and whether unused days move into the new year.
For: Owners & admins · Category: Leave & approvals
By default everyone gets all their leave days on 1 January and nothing carries over. You can change both. Nothing changes for your company until you save.
Steps
- Open the card: Go to Settings -> Company and find How leave is earned and carried over. Only owners and admins see it.
- Choose how leave is earned: All at the start of the year gives everyone the full yearly days from 1 January. Month by month adds one twelfth of the yearly days each month. The card shows an example with your own leave days.
- Know how new joiners earn: Someone who joins part way through a month earns that month by the days left from their hire date. Leave booked for later in the year can use the days that will have been earned by its first day.
- Make an exception for one type: With Month by month on, each leave type has a switch called Earned month by month. Switch it off for a type that should be available in full from 1 January, such as sick leave.
- Allow carry-over: For each paid leave type, switch on Allow carry-over. Set the Maximum days, from 0.5 to 365, and the Use by date. For example, 5 days of Annual Leave to use by 31 March.
- Save: Choose Save. Saving changes the leave balances straight away for the people affected.
Tips
- Carried days are used first. Carried days that are not used by the use by date are lost.
- Carry-over starts at the next year end after you switch it on, and nobody carries days into the year they join.
- Unpaid leave never carries over.
- Carry-over is off by default.