Before you start
Access is permissions-based. If you can’t edit leave allowances, ask a Company Admin.
Steps
Open People
Go to People from the main navigation.
2. Find the employee
Use Search or + Add Filter to locate the employee, then click their name to open the profile.
3. Open Annual Leave
In the profile sidebar, select Annual Leave.
4. Add a new allowance
Click + Add New Allowance.
5. Choose Allowance Type
Standard (fixed yearly allowance)
Set the Effective date.
Enter hours for Holiday, Statutory, and TOIL (free text or arrows).
(Optional) Add Notes.
Accrued (percentage of hours worked)
Set the Effective date.
Enter Accrual rate % (e.g., 8% of hours worked).
(Optional) Populate historical Worked Hours (free text or arrows) if the employee had prior hours before enabling accruals.
Tick/untick Enabled to set the accrual configuration live.
6. Save
Click Save Allowance (green).
How accruals update
For Accrued setups, the system updates overnight:
Approved worked hours → leave entitlement.
Scheduled future hours → projected entitlement.
Tips
Use Standard for salaried roles with fixed annual entitlements; use Accrued for flexible/variable-hour roles.
When switching to Accrued, add Worked Hours to reflect pre-existing time so balances don’t understate entitlement.
Add concise Notes for audit clarity.
Troubleshooting
Need help? Click the chat button in the bottom-right corner of the screen to contact our support team.