Module · Leave

Where to find it in the app

• Use it: Time & pay → Time off & shifts
• Turn it on/off: your business name (top-left) → Settings → Modules → Time & pay → Leave

Plan: Solo and Business · Module group: Your team · Navigation: Time & pay → Time off & shifts (Leave tab)

1. Overview

Purpose. Staff request time off on a calendar; managers approve it and see who's away at a glance. Approved leave automatically blocks bookings for that person, so you can't be booked when someone's off. Optional leave balances give an indicative view of how much leave each person has left.

Important, balances are indicative only. HappierBiz leave balances are a convenience view, not payroll and not Single Touch Payroll (STP). Your payroll system (e.g. Xero) remains the source of truth for entitlements and accruals.

How a request is counted. The same way payroll counts it. A request draws down the hours of the person's ordinary working days inside it, read from their regular hours on the roster: a Saturday-and-Sunday worker's weekend off costs two days of leave, and a Monday they never work costs nothing. A public holiday that falls inside the leave is not deducted (Fair Work Act, sections 89 and 98). Somebody with no regular hours on the roster is counted Monday to Friday at the hours per day set in the balance settings. Part-day leave draws the hours you enter.

2. When to use it

• For staff to request annual, personal/carer's, parental or other leave.
• For managers to approve time off and keep the roster/bookings honest.

3. Required permissions

• Request leave & track their own (leave.view).
• See the whole team's leave (who's off) (leave.view_team).
• Approve leave & edit leave types (leave.approve).

4. Navigation path

Time & pay → Time off & shifts (Leave tab)

5. What you'll see

• A header that adapts to your role: approvers get "Book time off, approve requests and see who's away"; staff get "Request time off and track your leave."
• Your leave balance cards (if balances are enabled), current balance and yearly entitlement per leave type, shown as indicative.
• A To approve section for managers (pending requests awaiting them).
• Your leave, your own requests and their status.
• A who's away view across the team.
• A settings panel (approvers) for leave types, balances and employment.

6. Turning it on

Settings → Modules → Your team → Leave. Set up your leave types (AU defaults like Annual and Personal/Carer's are seeded and editable) and, if you want balances, the entitlements per employment type.

7. Step-by-step tasks

7a. Request leave (staff)

1. Open Time & pay → Time off & shifts and pick the Leave tab.
2. Choose the leave type and the dates. For a part-day, set custom hours.
3. Submit. If balances are on, you'll see a projection of your balance after the request.
4. The request goes to a manager and shows as pending. A request over dates you already have pending or approved is refused; cancel the earlier one first if your plans have changed.

How approvers hear about it. The first request in a quiet hour is emailed to the approvers straight away, with its details. Any request raised in the hour after it is held and sent as one email when the hour is up, listing everything still waiting. So a manager never gets more than one of these an hour, and a request made a few minutes after another is not lost: it is in the next email and on the To approve list at once. Under two-step approvals the email goes to the requester's direct manager when one is set.

7b. Approve / decline (manager)

1. In To approve, open a pending request.
2. Review the dates and the requester's projected balance.
3. Approve or decline. Approved leave blocks that person from bookings for those dates/times and shows in who's away. Approving is refused when the person already has approved leave over any of the same dates, so one day is never paid twice; cancel one of the two first.
4. If the person is still rostered on shifts inside the leave, the schedulers are emailed once, and a Release shifts prompt clears those days from the roster in one click. This also happens when leave is approved automatically by your auto-approve rules.

You cannot approve your own request; another approver decides it. Approve N clear approves every waiting request with no booking clash and enough balance in one go, and reports anything it could not approve.

Two-step sign-off (optional). If your business has turned on two-step approvals, a leave request takes two approvals: the requester's direct manager confirms the time off first, then a Payroll Officer signs it off (any time-in-lieu draw happens at that final step). A request part-way through carries a "Payroll sign-off" tag and stays in the list until payroll releases it. See Approvals & payroll sign-off. With it off (the default), approving leave is a single decision.

7c. Manage leave types & balances (approver)

1. Open the settings panel on the Leave screen.
2. Add/rename leave types, set balance behaviour (unit, hours per day) and per-employment entitlements.

8. Examples

• Casuals. Under the National Employment Standards a casual doesn't accrue paid annual or personal leave, so their request form lists unpaid types only and says why, with a Mark days unavailable button that takes an ordinary day off to their availability instead (it shows on the roster at once, no approval needed). Unpaid carer's, compassionate and family and domestic violence leave still apply to casuals and can be requested here. Their My work page shows Mark days unavailable as the time-off tile, with Request leave beneath it.
• Their unavailable days show on this page too. Under Who's off, a casual's unavailable dates appear on the calendar in red with a dashed edge, and in the list marked Unavailable, beside approved leave. The Off today, Off this week and Upcoming tiles and the team timeline count them too. They are not leave: nothing to approve, nothing to cancel here, and no balance. The casual changes them from My work.
• Beginner: a casual requests a single day off; the manager approves it and that day is no longer bookable for them.
• Real-world (salon): a stylist books a week's annual leave; their column on the roster/calendar is blocked and reception can't book clients with them.
• Advanced: an approver configures separate entitlements for full-time vs part-time staff so balance projections are realistic, while reminding the team that Xero remains the payroll source of truth.

9. Reports & exports

The who's away view and per-person balances (indicative) are the at-a- glance reports. Pending approvals also appear in the notifications bell. From the team leave directory you can also Export CSV of the leave requests you're looking at, filtered by status, type and year (name, type, dates, duration, status, paid/unpaid and reason).

10. Common mistakes

• Treating balances as payroll, they're indicative; reconcile with your payroll system.
• Approving leave that clashes with bookings, check the person isn't already booked; approved leave blocks new bookings but won't auto-cancel existing ones.
• No leave types set up, staff can't categorise requests; seed your types first.

11. Troubleshooting

12. Error messages

Requests and approvals confirm inline. Balance projections show whether a request leaves enough balance, as guidance only.

Related: Approvals & payroll sign-off · Roster & timesheets · Shift requests · Calendar