--- title: How to Manage Leave Settings description: The Leave section lets you define leave types, configure payroll integration for leave, and manage leave balance tracking. --- [Skip to content](https://help.jointimecloud.com/how-to-manage-leave-settings#main-content) [Contact us](https://help.jointimecloud.com/kb-tickets/new?hsLang=en) [![Timecloud-Logo-600-2](https://help.jointimecloud.com/hs-fs/hubfs/Timecloud-Logo-600-2.png?width=200&height=40&name=Timecloud-Logo-600-2.png)](https://help.jointimecloud.com/?hsLang=en) Open main navigation Close main navigation - [Contact us](https://help.jointimecloud.com/kb-tickets/new) - [Go to app.jointimecloud.com](https://app.jointimecloud.com/) [Go to app.jointimecloud.com](https://app.jointimecloud.com/) Got questions? Ask away - There are no suggestions because the search field is empty. 1. [Service Portal](https://help.jointimecloud.com/?hsLang=en) 2. [Settings](https://help.jointimecloud.com/settings?hsLang=en) # How to Manage Leave Settings ## The Leave section lets you define leave types, configure payroll integration for leave, and manage leave balance tracking. #### **Getting There** 1. Click **Settings** (cog icon) in the left sidebar. 2. Select **Leave** from the settings menu. --- #### **Leave Types** Leave types define the kinds of time off available to your employees (e.g. Annual Leave, Sick Leave, Personal Leave). ### **To add a leave type** 1. Click **Add Leave**. 2. Enter the **Title** and choose the **Leave Type**. 3. If applicable, enter a **Payroll Code** for export. 4. Configure the toggles for visibility, comments, notice requirements, and file uploads. 5. If your company uses the Awards engine, scroll down to the **Automated Leave Allowances** section to attach allowances (see below). 6. Click **Save**. The modal title updates dynamically as you type — for example, entering "Annual Leave" changes the title to **Add Annual Leave**. ### **To edit a leave type** - Click the **edit** icon next to any leave type in the table. - Update the fields and click **Save**. - The modal title reflects the leave type name (e.g. **Edit Annual Leave**). ### **To search leave types** - Use the **Search** bar above the table to filter by name. --- #### **Leave Type Settings** When adding or editing a leave type, the following options are available on a single scrollable form: - **Title** — the display name of the leave type. - **Leave Type** — the category (e.g. Annual, Sick, Personal). Title and Leave Type appear side by side. - **Payroll Code** — code used in payroll exports (visible when the Awards engine is off). - **Add to standard hours** — toggle on to count this leave towards standard hours. - **Include in Weekly Overtime** — toggle on to include leave hours in weekly overtime calculations (visible when the Awards engine is off). - **Include in Leave Applications** — toggle on so employees can select this leave type when submitting leave requests. - **Require Comment** — toggle on to make comments mandatory when requesting this leave type. - **Require Minimum Notice** — toggle on, then set the number of days notice required before leave starts. - **Show Leave Balance to Employees** — toggle on so employees can view their balance for this leave type. - **Warn on Insufficient Balance** — toggle on to show a warning when an employee requests more leave than their available balance. On by default. When turned off, employees can submit leave without seeing a balance warning. Visible when **Use Leave Balances** is enabled in company settings. - **Prevent Applications with Insufficient Balance** — toggle on to stop employees from submitting leave requests when they do not have enough balance. When enabled, employees who lack sufficient balance will see a message asking them to adjust their request. Managers and admins can still apply leave on behalf of employees regardless of balance. - **Allow File Uploads** — toggle on to let employees attach files (e.g. medical certificates). - **File Upload Required** — toggle on to make file attachments mandatory. --- #### **Automated Leave Allowances (Awards Engine)** If your company uses the Awards engine, an **Automated Leave Allowances** section appears at the bottom of the leave type form. This lets you automatically trigger allowances whenever this leave type is applied to an attendance record. ### **What it does** When an employee takes leave of this type, Timecloud automatically applies the configured allowances to their attendance for that day — no manual entry required. ### **To attach allowances to a leave type** 1. Open the leave type (click **Add Leave** or **edit** an existing one). 2. Scroll down to the **Automated Leave Allowances** section. 3. Click **Add Allowance**. 4. In the **Select Allowances** dialog, browse or search for the allowance you need. 5. Tick the checkbox next to each allowance you want to attach. 6. Click **Save**. 7. Click **Save** on the leave type form to apply your changes. ### **To remove an allowance from a leave type** - In the **Automated Leave Allowances** section, click the **delete** icon next to the allowance you want to remove. - Click **Save** on the leave type form. ### **How it works** - Allowances are applied during the next awards calculation run after leave is recorded. - Only allowances matching the employee's **Award** and **Employment Type** are triggered. - The allowance appears on the employee's attendance record alongside any shift-based or role-based allowances. --- #### **Payroll Integration** ### **Include Job Tracking in Payroll Export** - Toggle this on to include job costing data alongside leave entries in payroll exports. ### **Exclude Leave From Payroll** - Toggle this on to exclude leave entries from your payroll export file. ### **Exclude Holidays From Payroll** - Toggle this on to exclude public holiday entries from payroll exports. ### **Use Leave Balances** - Toggle this on to track and enforce leave balances for each employee. - When enabled, employees can see their remaining balance when submitting leave requests. --- #### **Payroll Codes** If your company uses overtime levels (without the Awards engine): - **OT1 Payroll Code** — the code used for overtime level 1 in payroll exports. - **OT2 Payroll Code** — the code used for overtime level 2. - **NT Payroll Code** — the code used for normal time. --- #### **Payroll Provider for Leave Balances** This setting controls how Timecloud pulls leave balances for your employees. You can select one or more payroll providers, or use CSV import. ### **To configure leave balance providers** 1. Scroll to **Payroll Provider for Leave Balances**. 2. Click the dropdown — it supports **multiple selections**. 3. Select one or more payroll providers to sync balances from, or choose **None (Use CSV Import)** to manage balances manually via CSV upload. 4. Click **Save**. ### **How multi-provider sync works** - Syncing leave balances is a **manual** action — balances are not refreshed automatically when you open the Leave page. Click **Update Balances** on the Leave page whenever you want the latest figures. - When multiple providers are selected, Timecloud syncs leave balances from each one sequentially. - A progress notification appears at the bottom of the screen while the sync runs. You can continue working on the page — the notification disappears once all providers have been processed. - If the same employee has the same leave type mapped across multiple providers, the balance from the last provider in the list takes priority. - The dropdown shows the provider name when one is selected, or "X providers" when multiple are selected. - Selecting **None (Use CSV Import)** clears all provider selections — you cannot combine CSV import mode with provider sync. --- #### **Saving Your Changes** - Click **Save** at the bottom of the page. --- #### **Tips** - The leave type form is **draggable** — click and drag the header bar to reposition it on screen. - Set up leave types before onboarding employees so balances start tracking from day one. - Use payroll codes consistently across leave types and your payroll system to avoid export errors. - Regularly review leave balances, especially before peak holiday periods. - Attach allowances to leave types to automate payments like meal allowances or travel allowances on leave days — no manual adjustments needed. - Use **Prevent Applications with Insufficient Balance** on leave types like Annual Leave to ensure employees cannot over-apply beyond their entitlement. - Turn off **Warn on Insufficient Balance** for leave types where going negative is routine (e.g. Compassionate Leave) so employees are not interrupted by a balance warning. - If you have employees across multiple payroll entities (e.g. different branches or regions), select all relevant providers so each employee's balance is pulled from the correct source. - [Account & Security](https://help.jointimecloud.com/account-security?hsLang=en) - [Attendance & Timesheets](https://help.jointimecloud.com/attendance-timesheets?hsLang=en) - [Award Interpretation](https://help.jointimecloud.com/award-interpretation?hsLang=en) - [Biometric Scanners](https://help.jointimecloud.com/biometric-scanners?hsLang=en) - [Employees](https://help.jointimecloud.com/employees?hsLang=en) - [Forms & Checklists](https://help.jointimecloud.com/forms-checklists?hsLang=en) - [Geofencing](https://help.jointimecloud.com/geofencing?hsLang=en) - [Human Resources](https://help.jointimecloud.com/human-resources?hsLang=en#main-content) - [Organisation View](https://help.jointimecloud.com/human-resources?hsLang=en#organisation-view) - [Integrations](https://help.jointimecloud.com/integrations?hsLang=en) - [Job Tracking](https://help.jointimecloud.com/job-tracking?hsLang=en) - [Leave Management](https://help.jointimecloud.com/leave-management?hsLang=en) - [Mobile App](https://help.jointimecloud.com/mobile-app?hsLang=en#main-content) - [Kiosk](https://help.jointimecloud.com/mobile-app?hsLang=en#kiosk) - [Mobile App](https://help.jointimecloud.com/mobile-app?hsLang=en#mobile-app) - [Payroll](https://help.jointimecloud.com/payroll?hsLang=en#main-content) - [Xero](https://help.jointimecloud.com/payroll?hsLang=en#xero) - [iPayroll](https://help.jointimecloud.com/payroll?hsLang=en#ipayroll) - [MYOB](https://help.jointimecloud.com/payroll?hsLang=en#myob) - [Smartly](https://help.jointimecloud.com/payroll?hsLang=en#smartly) - [Reporting](https://help.jointimecloud.com/reporting?hsLang=en) - [Roster](https://help.jointimecloud.com/roster?hsLang=en) - [Settings](https://help.jointimecloud.com/settings?hsLang=en) - [Shifts](https://help.jointimecloud.com/shifts?hsLang=en) - [Time Clock](https://help.jointimecloud.com/time-clock?hsLang=en) - [Dashboard](https://help.jointimecloud.com/dashboard?hsLang=en) Service Desk Copyright © 2025, Timecloud Ltd