A leave calendar period is the time window over which allowances are tracked and balances reset — typically a calendar year (e.g. 1 January to 31 December) or a financial year aligned with your firm's accounting period.

  1. Open Settings > Leave Types and Calendar.
  2. In the Calendars section, click Add Calendar.
  3. Set the start date and end date of the period.
  4. (Optional) Give the period a name (e.g. "FY 2026").
  5. Click Save.

Once created:

  • The platform auto-generates allowance entries for every active team member, using the defaults from your allowance types and any per-member overrides.
  • Any carry-over rules apply automatically: unused balance from the previous period rolls over (up to the configured maximum) and is flagged with an expiry date if you set one.

Tip: Create the next period in advance (e.g. a month before the current one ends) so requests for next year can be entered without errors. Allowances are independent per period — last year's balance is preserved for the historical record.

Note: Periods cannot overlap. If you need to restate or reset balances mid-period, edit the affected member's allowance from Manage Member Allowances rather than creating a new calendar.