Set When Leave Can Be Taken

1. 1

   Go to ConsoleAttendanceLeave and open Types.

2. 2
   Select Change on a type with an allowance Each leave year, such as annual leave.
3. 3

   Under When it can be asked for and taken, tick People can ask ahead for next leave year, and choose Two months before or On a date.

4. 4
   Choose Leave can start from and Taken up to, or leave them on Any time for all year.
5. 5
   If carried days expire, under What counts before the date choose Approved by then or Actually taken by then.
6. 6
   Read any warning, then select Save.

Good to Know

• Every type starts with asking ahead on, opening two months before the new leave year, and no window.
• People ask against next year's allowance, or what they'll have earned by then if it's earned month by month. Carried days count once they're known. This year's balance isn't touched.
• To have leave taken within the calendar year, set Taken up to to 31 December and Don't carry over.
• Staff see your rules in words in the Workspace app, and a request outside them is refused, naming the dates.
• HR can record leave outside the rules with a reason, kept with the leave and in the audit trail.
• Sick and maternity leave never have a window.
• The Labour Act sets no date by which leave must be taken, so these are yours to decide. Agoo warns you where a choice could stand in someone's way.

If Something Goes Wrong

• A date isn't accepted. Dates must fall every year, so 29 February isn't one, and the first date must come before the last in your leave year.
• Someone's request is refused and shouldn't be. Check the type's dates here, or record it with a reason. See Record Leave for Someone.
• The window says it runs backwards. Your leave year moved. It holds nobody back until you change its dates.
• You can't see these settings. The type has no yearly allowance, or you aren't in HR, an Owner or an Admin.