How to set the leave period type

How to set the leave period type#

For: Admin You’ll need: Owner or Admin role.

You’ll choose how Shiftavo groups leave entitlements over time — by calendar year, on a rolling 12-month window, or by your fiscal year.

Open the company settings#

  1. Open the account dropdown (top-right) and click ‘Settings’.

  2. In the right column, find the ‘Leave’ section.

Choose the leave period type#

  1. Open the ‘Leave period type’ dropdown.

  2. Choose:

    • ‘Calendar year’ — entitlements reset on January 1.

    • ‘Rolling year’ — a 12-month window from each leave date.

    • ‘Fiscal year’ — entitlements reset on your fiscal year start.

Save#

Click ‘Save’.

Verify it worked#

Open a person and look at their leave balances. The period boundaries should match the type you picked.