The Allocation and Booking sections of a time away type control when someone's policy year starts, how much of their leave can be booked upfront before accruing it, and the length of time leave is available for.
Each leave type has default settings which can be configured in the Types tab of Time away, while also being configurable per individual policy.
Before you begin
These settings only appear on types set to Tracked allowance. Types set to No allowance tracking don't check requests against a balance.
Edits made to a leave type's default settings don't impact any existing policies that the type has already been added to.
Choose when the leave year starts
Once you select Tracked allowance, you'll see settings expand below. The first section is called Allocation. Select when the leave type's year should be. The three year start options are listed in the table below:
Option | When the leave year runs |
Calendar year | January 1 to December 31, same for all employees on the policy. |
Employment start date | From each person's own employment start date, the year start date is different for each employee on the policy. |
Custom | From a specific month and day you choose, same for all employees on the policy. |
Choose how much of the allowance can be booked
Decide if an employee can book all their allocated allowance upfront, or if they can only book the amount they have accrued so far.
Select one of two options:
Accrued balance only: Up to the allowance accrued so far.
Full allocation upfront: Up to the full allocation for the period, including allowance not yet accrued.
Booking increment
Track balances in sets whether the type is measured in days or hours.
Scroll down to choose the Booking increment to limit the bookable amount:
With Days selected, Booking increment offers Full day or Half day.
With Hours selected, Booking increment offers a number of minutes. To learn more, visit Hourly time away types.
Other allocation settings
Annual allocation sets the days or hours granted per leave year. To vary it by length of service, click Create tenure-based allocation. To learn more, visit Managing tenure based accruals.
Available for sets how many months the allocation stays usable: 12, 15, 16 or 18 months.
Allowance rounding rounds the accrued allowance up to the nearest half or whole unit. To learn more, visit Managing time away rounding.
Use Danish mode applies Danish statutory rules and configures the settings above based on a preset default. To learn more, visit The Danish preset.
To apply settings to a time away type on carry-over, negative balance, and accrual caps, visit Set balance limits on a time away type.