How do I set up accrual leaves?

Accrual leaves allow employees to earn leave gradually over time rather than receiving it all at once.

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 set up accrual for
   • Click Edit next to the leave type

3. Enable accrual

   • Find the Accrual Method section
   • Select your accrual method:
     • Monthly: Leave earned each month
     • Quarterly: Leave earned every 3 months
     • Annually: All leave granted at once (no accrual)

4. Set accrual rate

   • Enter the amount earned per period
   • Example: 1.67 days per month = 20 days per year

5. Configure accrual start

   • From hire date: Accrual starts when employee joins
   • From policy start: Accrual starts when policy begins
   • Pro-rated: Partial accrual for partial periods

6. Set maximum balance

   • Optional: Cap on total accumulated leave
   • Prevents unlimited accumulation

7. Save changes

   • Click Save to apply accrual settings

Common accrual examples

Monthly accrual

• Rate: 1.67 days/month
• Result: 20 days per year
• Earned: ~0.38 days per week

Quarterly accrual

• Rate: 5 days/quarter
• Result: 20 days per year
• Earned: Every 3 months

Annual grant

• Method: Annually
• Result: All 20 days granted at once
• Timing: Usually at start of year or hire date

Tips

• Use monthly accrual for better cash flow management
• Pro-rate accrual for mid-year hires
• Set maximum balance to prevent excessive accumulation
• Test accrual calculations with sample employees

Related topics

• How do I set the leave allowance from the hire date of the user?
• How do I set up carry-over leaves?