Leave banks let you track things like annual leave, sick leave, TOIL, or any other leave entitlement that employees can build up and use over time.

Before you can create a leave bank, you'll first need a leave type. Each bank is linked to a specific leave type.

From here you can:

To create a bank, tick 'Track in a time bank'.

You'll then set:

This is the date the leave type starts and balances reset each year.

There are three ways to add leave to employee banks:

Select this option if your employees receive a set amount of leave each year.

For example:

The specified balance will automatically be added to employees' banks at the start of the leave year.

You can also choose whether unused leave carries over into the next year.

💡 The default company allowance can be customised for individual employees within their profile.

Use accrual if leave is earned gradually over time rather than given upfront.

Leave can accumulate:

For example:

For example:

Leave is automatically added at the end of each pay period based on the settings you choose.

💡 Accrual settings can also be customised for individual employees if needed.

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With manual allocation, leave is only added when you choose to add it.

This option gives you complete control over employee balances and is useful when allowances vary significantly between employees.

Once the bank is created, you can manually adjust balances whenever needed.

For our guide on adjusting your leave balances, see here:

Regardless of which allocation method you choose, you'll also have access to these optional settings:

This sets whether leave hours are counted when calculating overtime.

Shows a warning if an employee's balance falls below zero.

This prevents employees from being able to see their available balance in their account.

Once your leave type and bank are set up, you'll be able to assign leave, track balances and manage employee entitlements automatically.