LeaveBoard adjusts to various company absence policies. Moreover, the HR software can handle policies across multiple geographies besides employees with different contractual time-off entitlements. Find below the steps you need to perform to manage the number of allowance days per employee.
The title of the page could have been different. Here are some additional headings to help HR managers to find what they are looking for: Adjust time-off, Amend leaves, Edit entitlement, or Modify allowances.
For each Employee, there is a card with the leave balance information on their profile.
Tip: As an admin, you can modify/remove/edit the types of time-off rules and automation from Company / Leave types.
Admins can configure the allowance details for each employee as follows:
From Employees > Employee name > Allowances, there is a tab like the following.
If you click on the gear icon next to Vacation, you can adjust the time-off details.
Now, when you want to adjust the balance for vacation, you click on the gear icon and get a screen like this:
Note. LeaveBoard works with annual accruals from the start of the fiscal date, and the system supports half days as minimum increments.
How to modify employee allowance?
Now, if an employee worked during the weekends or extra hours, you know how to adjust the yearly entitlement days. The changes will be automatically reflected in the reports and balances, making the tracking of time-off for any employee super easy.
With the LeaveBoard system, you can adjust the general Leave/Vacation allowances for all the employees from the Company > Leave types > Vacation > Settings > Click the settings icon > and change the option Allowance days per year to the amount that the employee gets yearly. In this way, for all the next employees added to the system, they will have this default yearly accrual. We recommend making this setting when you setup your account.
How to adjust the allowance automatically based on the employment date?
If you want that the number of days for the Vacation allowance to be adjusted based automatically when you invite a new employee to the database, go to
Company > Leave types > Vacation > Settings > Click on the settings icon > and activate the option “Adjust allowance on employment”
Example: Suppose you offer 10 days of Vacation allowance annually for your employees. In that case, when you invite a new employee hired in the middle of the year, his allowance for this year will be automatically adjusted to 5 days. Moreover, when the annual Vacation allowance resets in the next fiscal year, the employee will get 10 days.
For more details about the settings, rules, and automation, check the leave policies support page.
No. LeaveBoard accrues time-off based on the fiscal year. By default, the fiscal year starts on January 1st; however, you can change this if needed. The business year start date will be when all the employee allowances will reset to the contractual amount. These amounts will be easy to follow within the Reports > Annual situation.
From Company > Leave Types > Vacation (or other leave types) > Allowances, you will be able to customize with ease the allowances for all your employees without having to go one by one through the employee directory > employee profiles.
From Reports > Annual situation, you will have a general perspective with all the leave of absence allowances as they are available within each of the employee's HR dashboards at the Balance section.