Enabling Auto Allocation for Annual Leave

The Auto Allocation functionality is a feature that simplifies the management of leave allocations. When enabled, this feature ensures:

• Automatically provide prorated leave allocations to new employees upon joining.

• Automatically assign the default annual leave allocation at the start of each leave year.

⚠️ By default, Auto Allocation is disabled. You can enable it by following the steps below.

Step 1: Access Business Settings

• Navigate to the Business Settings located on the left side panel.

Step 2: Locate the Leave Type Settings

• • In the menu, go to Leave.

  • Under the Leave section, select Leave Type.

Step 3: Edit Annual Leave

• • Find Annual Leave in the list of leave types.

  • Scroll to the bottom of the Annual Leave settings and click Edit.
    
    

Step 4: Enable Auto Allocation

• Check the box for Enable Auto Allocation.

• Scroll down and click Save Changes.

✅ Once enabled, from the start of the next leave year cycle, all employees with this leave type will automatically receive their Default Annual Allocation without requiring manual action.