If a user’s remaining holiday reduces after you run the leaver wizard, this is expected behaviour. The system recalculates their allowance based on how much of the business year they actually work.
📌 Note: You need HR Admin permissions to run the leaver wizard and review allowances.
Understand why allowance reduces
Holiday entitlement is calculated for a full business year.
When you enter a leave date, the system:
Reduces the total entitlement to match the time worked.
Recalculates the remaining balance based on this reduced allowance.
Example calculation
Annual allowance: 25 days
Monthly accrual: ~2.1 days
If a user leaves 2 months before year end:
New entitlement: 25 − (2.1 × 2) = 20.8 days
If they already booked 19 days:
Remaining before leaver: 6 days
Remaining after leaver: 1.8 days
Review the final allowance
Click My Admin, then click View another user.
Select the user, then click Allowances.
Review the updated breakdown.
This shows:
Adjusted entitlement.
Holiday taken.
Remaining balance.
Run the leaver wizard in advance
You can run the leaver wizard before the leave date to preview the allowance:
Click HR Admin, then run Leaver wizard.
Enter the future leave date.
Choose whether the user can still book leave.
Review the allowance breakdown during the wizard.
Understand additional factors
Allowance may also be affected by:
Carry-over rules and expiry dates.
Allowance profile settings.
Rounding rules (for example, rounding to days or half days).
📌 Note: Carry-over may not be included if it expires before the leave date.
Adjust allowance if needed
If the calculated value doesn’t match your expectations:
Review the allowance profile settings.
Apply a manual adjustment if required.