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Annual leave
Annual leave shows how many days of paid leave each employee has for the year: how many they've earned or been given, how many they've used, and how many are left. Site Connect adds days every month by itself, following your company's policy, and takes days off when a paid leave request is approved. HR can top up or correct a balance by hand.
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Where to find it
Menu: HR › Annual leave (under Leave) · Address: hub.siteconnect.ai/leave-balanceWho can use it: Admins by default. Others need the View permission for Annual leave; what they see depends on its scope — their own balance, their team (Team) or everyone (All). Changing balances needs Edit for Annual leave, and changing the policy needs Edit for Settings — see Roles and permissions.
How employees earn annual leave
The blue box at the top of the page, How the system currently accrues annual leave:, always describes the rules your workspace is using right now:
- Employees whose current contract is a Permanent type earn 1 day of leave each month, added on your accrual day (the 1st unless you change it). The month their permanent contract starts counts as a full month. In a new workspace, Full time, Part time and Call on service are Permanent types; Sub-contractor is not — see Contracts.
- People on probation, and other non-permanent types, don't earn annual leave.
- In the month of someone's last working day, you can require a minimum number of days worked before that month's day is earned (see Set the accrual policy).
- Paid leave can't go beyond what's left. When an employee picks paid leave on a leave request, the form shows Leave remaining: and won't let them submit more days than they have — they can choose unpaid leave instead.
When a paid leave request is approved in Approvals, its days are added to Used. Half days count as 0.5.
Read the list
Use the arrows next to the year to look at another year. For each employee you see:
| Column | Meaning |
|---|---|
| Granted | Days earned or given for the year |
| Carried over | Days brought forward from last year |
| Adjust | Days added (+) or taken away (−) by hand |
| Used | Days taken on approved paid leave |
| Remaining | Granted + Carried over + Adjust − Used. Green when there's plenty, yellow at 2 days or less, red when nothing is left |
Type in Search employees, IDs, departments... to find someone.
Why a number can look behind
A person's monthly days are added when their balance is next checked — for example when they open their leave balance in the Site Connect app, start a leave request, or have a leave request approved. If someone's Granted looks low, it catches up the next time that happens.
Correct one employee's balance
- Click the pencil (Edit) at the end of the employee's row.
- In Edit annual leave, the top shows Used, Remaining and Total as you type.
- Change any of these:
- Leave days granted
- Adjusted leave days (+ increase, - decrease) — for example
2to give two extra days, or-1to take one away - Leave carried over from last year
- Write why in Notes (for example Bonus day for weekend pour).
- Click Save changes. You see Leave updated.
Taking days away? Use Adjusted leave days
If you lower Leave days granted below what the person has already earned under the policy, Site Connect raises it back the next time it updates their balance. To remove days for good, enter a negative number in Adjusted leave days instead.
Give leave to many people at once
- Click Bulk-grant leave.
- Check the Year and enter the Leave days.
- Under Department, pick a department, or leave it empty to include All employees. Selecting a parent department also includes all its sub-departments.
- Add Notes if you like, then click Grant leave and confirm.
Everyone currently active in your selection gets that number as their Granted days for the year. Days already used don't change.
It applies to everyone you select
Bulk-grant doesn't look at contract types: sub-contractors in the selected department get the days too. To leave someone out, choose a narrower department, or correct their balance afterwards.
Set the accrual policy
- Click Policy. The Configure the annual leave policy panel opens.
- Under Monthly accrual, set:
- Accrual day each month — Day 1 to Day 28, or Last day of month. On this day, that month's day is added to the balance.
- Last month of employment: minimum days worked to earn leave — counted from the 1st of the month (or the start date, if the person started that month) to their last working day. Enter
0to always give that month's day.
- Click Save settings. You see Annual leave policy saved, and the blue box at the top updates.
For example, with a minimum of 15 days: someone whose last working day is the 14th doesn't earn that month's day; someone whose last day is the 15th does. If the day had already been added before the last working day was set, Site Connect takes it back automatically.
Good to know
- Only paid leave uses the balance. Sick days, personal days, unpaid leave and other types are recorded on Leave but don't change it.
- Public and company holidays aren't leave — they're managed on Holidays and never come out of anyone's balance.
- Each year has its own balance. Look at a past year with the year arrows.