Article: How to Setup Leave Accrual on the Planner

Article Summary: "This article describes how to setup leave acrrual for any leave category on the Staff Leave Planner."

The Staff Leave Planner allows you to track and report on leave accrual:
  • Leave accrual can only be enabled on categories that are setup to track leave as "Entitlement".
  • When a category has leave accrual enabled, an extra column is inserted onto the employee data sheet.
  • The amount in this column is updated when you add or remove accrual leave codes on the calendar sheets.
  • The amount of leave accrued and it's impact on total entitlement, leave remaining etc is automatically calculated.
  • You will need to setup keycodes for leave accrual.

Video Tutorial: Setting Up Leave Accrual

The following video demonstrates how to setup leave accrual. In this example, leave accrual is applied to the annual leave category.

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