Existing holiday allowances with booked leave cannot be edited to maintain the accuracy of historical leave records and reporting.
Holiday allowances can only be deleted if they have never been used. Deletable allowances are marked with a bin/delete icon. If an allowance has been used, even by an ex-employee, it cannot be deleted but will remain for historical reporting.
We advise that you create a new holiday allowance with the new allocation and then assign this to the relevant users.
Need to change the balance? You can manually adjust an employee's allowance for the current year by navigating to their Leave tab and clicking the + button.
To hide old allowances from dropdowns and the main Holiday Allowances list, navigate to the Holiday Allowances screen, click the 'Edit' (pencil) icon next to the allowance, untick 'Active,' and save. If the pencil icon is unavailable, users may still be assigned to the allowance or have future bookings.
Carryover settings cannot be changed while a holiday allowance is in use. To adjust carryover, create a new holiday allowance with updated carryover rules and assign it to employees. Note that this change will only affect future carryover rules, not retrospective carryover.
If you have many old allowances you no longer wish to use, reassign employees to a new or shared holiday allowance. This can be done individually from each employee’s profile or in bulk from the People list.
Delete unused allowances (those with the bin icon) and leave allowances with historical use in place for reporting purposes but ensure they are not assigned going forward.