The start of each Annual Leave year and the units in which staff take leave (Days/Hours/Shifts) can be changed at either a Rota Group or individual Personnel level.
For most organisations the start of the leave year will be 1st April or 1st January.
To configure these settings on a Rota Group level, go to Rota > Rota Settings > Rota Groups and double click on the Rota Group:
On the following window, click on the Other tab:
Use the date selector in Leave Year Start to select the appropriate date for each leave year to start.
Use Default Leave Units to select the units in which staff in this Rota Group should take their leave (Days, Hours or Shifts).
Click Save.
NB - THESE SETTINGS, IF CHANGED, WILL ONLY APPLY TO STAFF ADDED AFTER THE CHANGE.
To change the Leave Year Start and Leave Units for individual staff, go to Personnel > Personnel Manager, search for the person and double click on their record:
Next, go to Leave > Leave Settings:
From here, the Leave Units can be changed using the dropdown.
To change the Leave Year Start for this individual, click Change Year Start and select an appropriate date from the date selector;
If changing this date mid-year, you will need to select whether this should now create one long year (ie. Perhaps a January 01 being changed to April 01, would create a leave period of January YEAR 1 to April YEAR 2) or create an extra period.
Click Apply.
N.B Changing the Leave units will affect all adjustment units, not just those marked as 'Leave'.