Start a company period#
For: Admin You’ll need: An open period that hasn’t been started.
You’ll start a period and create the initial leave grants for every active employee, prorated by their service date.
Start the period#
Go to Company → Periods in the left sidebar.
Open the period.
Click ‘Start period’.
In the ‘Start period?’ dialog, click ‘Start period’.
Shiftavo creates a leave grant per active employee for every leave policy assigned to their employment type. Grants are prorated by service date, so someone hired mid-period gets a partial allowance.
Warning
Starting a period is the trigger for the year’s leave allowances. Make sure your employment types and leave-policy links are correct before you start — see Edit an employment type.
Verify it worked#
The period status now shows it’s started. Open any active employee and check their leave balance — you should see the new grant in the leave-transaction ledger.