Planday

Get an overview of how to set up paid or unpaid leave in Planday for each employee and sync it with the schedule.

Leave management explained

Saad Saeed

Maud

Set up leave, manage requests, and track overtime the easy way.

Leave & Overtime

Set up leave

Frequently asked questions and answers regarding your employees' leave accounts.

Leave accounts - FAQs and troubleshooting for admins

Learn how to set up fixed leave (holiday) policies and apply them to your employees or groups with this step-by-step guide.

How to create a fixed leave policy

Learn how to automatically adjust balances of fixed leave accounts for employees hired mid-holiday year.

Prorated fixed leave accounts

Learn how to set up accrued leave policies and apply them to your employees or groups with this step-by-step guide.

How to create an accrued leave policy

Learn how to use leave policy suggestions to make setup and management of leave in Planday simpler.

How to use predefined leave policies

Learn how to set up leave accounts for your employees, making them eligible for your company's leave policies.

How to create leave accounts

Set up leave policies & accounts

To change an employee's leave account type, such as from hourly to salaried or from accrued to fixed, follow these steps.

How to transition from one type of leave account to another

Read about how to change a holiday year start date if your employee starts later than the start date stated in the Leave account.

How to change a start date on a leave account

Manage carryover in Leave accounts and follow best practices to ensure a smooth transition from one account period to the next.

How to set up and manage carry-over leave

Follow this step-by-step guide, to transition from your current legacy leave account policies to the new accrued leave account policies.

Transitioning from legacy leave accounts to new leave accounts

See how to make changes to your leave policies or delete them.

How to edit or delete a leave policy

Optimise leave management

Understand what is the UK 2024 holiday reform and learn how to set up the new accrual method, either 12.07% or rolled up leave.

How to set up the UK 2024 accrual method

Follow this detailed process for changing over leave policies to the UK 2024 accrual method.

How to transition to the UK 2024 accrual method

Understand how the UK 2024 Holiday reform calculations are conducted in Planday and see its implications for employees' leave accounts.

UK 2024 accrual calculation examples

Leave management in the UK

Frequently asked questions and answers regarding your employees' leave balances.

Leave balances - FAQs and troubleshooting for admins

Get an overview of which employees have a leave account and understand how the balances work.

How to manage leave accounts and check leave balances

Frequently asked questions and answers regarding your employees' leave requests

Leave requests - FAQs and troubleshooting for admins

As an admin or manager, you can add and approve leave on behalf of your employees if the employee is not available to add it themselves.

How to register leave on behalf of an employee

Follow up on leave requests sent from your employees and take action by accepting or rejecting the request.

How to approve or decline leave requests from employees

Set up and use shift types in Planday to efficiently track and report on employee sick leave.

How to manage sick leave in Planday

Manage leave

Get an overview of how to set up Time off in lieu (TOIL) & overtime in Planday for each employee.

TOIL management explained

Learn how to set salaries and monitor working hours for salaried employees in Planday according to the US Overtime compensation rules.

Monitoring overtime for salaried employees [US only]

TOIL & Overtime

Create a Time off in lieu (TOIL) policy that you can apply to your employees to calculate their overtime or undertime hours.

How to create a TOIL policy

Learn how to set up TOIL accounts for your employees, making them eligible for your company's TOIL policies.

How to create TOIL accounts

Manage TOIL automatically based on Punch Clock deviations.

How is TOIL handled with the Punch Clock

Manually manage TOIL without relying on Punch Clock or Contracted hours

How is TOIL handled with Shift types

Use Contracted hours to calculate and transfer TOIL balance to employees on a daily or weekly basis.

How is TOIL handled with the Contracted hours

Set up TOIL or Overtime

How to view overtime balances, see future TOIL requests and make adjustments to TOIL accounts manually.

View or edit TOIL and overtime balances

FAQ regarding TOIL account creation, viewing and editing balances, the transfer of hours and the supported functionalities and limitations.

TOIL - FAQs and troubleshooting

Manage TOIL

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