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How do I set the leave allowance from the hire date of the user? ​

Setting leave allowances from the hire date ensures employees receive the correct amount of leave based on when they joined your company.

Steps ​

  1. Go to Settings → Policies

    • Select the policy you want to configure
    • Click View to open policy details

  2. Edit the leave type

    • Find the leave type you want to configure
    • Click Edit next to the leave type

  3. Enable pro-rating from hire date

    • Find the Pro-rating or Accrual Start section
    • Select From Hire Date or From Employee Start Date

  4. Configure accrual method

    • Choose how leave is earned:
      • Monthly: Leave earned each month from hire date
      • Quarterly: Leave earned every 3 months
      • Annually: Pro-rated annual amount based on hire date

  5. Set pro-rating calculation

    • Full year: Full allowance if hired before policy year starts
    • Pro-rated: Partial allowance based on months remaining
    • Example: Hired in July = 6 months = 50% of annual allowance

  6. Configure for new hires

    • Immediate accrual: Starts earning from hire date
    • Delayed start: Accrual begins after probation period
    • First year adjustment: Special rules for first year

  7. Save changes

    • Click Save to apply settings
    • Changes apply to all employees with this policy

Example calculations ​

Monthly accrual from hire date ​

  • Annual allowance: 20 days
  • Hire date: July 1st
  • Monthly rate: 1.67 days/month
  • Remaining months: 6 months
  • First year entitlement: ~10 days (pro-rated)

Annual grant pro-rated ​

  • Annual allowance: 20 days
  • Hire date: September 1st
  • Months remaining: 4 months
  • Pro-rated amount: ~6.67 days (4/12 × 20)

Tips ​

  • Use monthly accrual for accurate pro-rating
  • Review hire dates when assigning policies
  • Consider probation periods before accrual starts
  • Test calculations with sample hire dates