Holiday & Leave overview
What Holiday & Leave is, who it's for, and how the area is laid out.
Holiday & Leave manages UK holiday, leave, sickness and statutory pay for your employees. It works out entitlement, tracks balances, records sickness and statutory cases, and writes every change to a running ledger — nothing changes a balance silently.
Holiday & Leave is for employees only. Your sub-contractors keep using the existing Time off feature — a different set of balances and rules. If someone is a sub-contractor, look for them there instead.
Opening Holiday & Leave
Holiday & Leave is its own app area, alongside Staffing, HR and Compliance. Switch to it from the app-area switcher at the bottom of the sidebar — see Getting started for how the switcher works. Picking Holiday & Leave takes you to the Overview page and remembers your choice.
📷 Screenshot: The app-area switcher with Holiday & Leave selected.
What's in the sidebar
The area's navigation is grouped into three sections:
Group | Pages |
|---|---|
| Today | Overview, Leave requests, Leave calendar, People, Statutory cases |
| Records | Workforce ledger and Activity |
| Your policy | Leave policy, Leave categories |
Leave requests shows a badge with the number of requests waiting on you.
The Overview page
Overview is a snapshot of who's on leave, who's due back, and what needs your attention — "As at" the time you opened the page, for the current leave year. A Today / Charts switch at the top lets you flip between the day-to-day view and a chart view of requests and balances.
📷 Screenshot: The Overview page, Today view, with the KPI row and cards.
The KPI row
Four or five tiles across the top:
Tile | Shows |
|---|---|
| Waiting on you | How many leave requests are pending, and how many have waited more than 3 days. |
| Off today | How many employees are off today. |
| Untaken at risk | Hours flagged as at risk of going untaken, and how many people that covers. |
| Holiday liability | The value of everyone's outstanding holiday, at current pay. |
| TOIL owed | Only shown once time off in lieu is owed. |
The Today cards
- Approvals — up to five of the oldest pending leave requests, with a quick Approve and a chevron to open the full review.
- Calendar — a preview of who's off, linking through to the full Leave calendar.
- Balance banks — Holiday balance, TOIL book (marked "winding down" once TOIL's switched off company-wide with a balance still owed), Rolled-up and Settlements, at a glance across the company.
- Untaken at risk — up to four employees flagged for untaken leave, with how many weeks they have left to use it.
- Sickness tracker — how many employees are at or approaching a sickness trigger, and the company's absence rate. See Sickness.
The Charts view
Switch to Charts for eight cards on a grid. Leave taken by entry class, Request pipeline, Accrued against taken, and Balance spread draw on your own data; the rest — Holiday liability, Absence rate by department, TOIL book, and Peak pressure by week — show "Not available yet" until the data they need exists to plot.
📷 Screenshot: The Overview page, Charts view, with the Accrued against taken card.
Next steps
- Leave categories — set up the types of leave your company tracks.
- Leave policy — the rules your leave year runs on.
- People — balances, contracts and joiners.
- Leave requests — review and approve time off.