Leave Types & Balances

Leave balances by employee and year — Settings → Leave Balances. Allocations per employee, per leave type, per year.

Leave types categorize time-off requests and track how much leave each employee has available.

Leave Types

Go to Settings > Leave Types to manage them.

Creating Leave Types

You can add types individually or click Add Common Types to bulk-create 12 common presets (Annual Leave, Sick Leave, Bereavement, Jury Duty, etc.).

Automatic Charge Code Creation

When you create a leave type, Clockwise automatically creates a matching charge code of type "leave". This allows employees to log leave hours on their timesheets against the correct category.

Leave Balances

Each employee has balances tracked per leave type and per year. Manage them from Settings > Users > (select user) > Leave Balances.

Balance Components

Allocated — The base number of hours granted for the year (e.g., 80 hours of annual leave).

Adjustments — Additional hours added or removed by an admin (e.g., a bonus day or a correction).

Used — Hours consumed by approved time-off requests.

Remaining — Allocated + Adjustments - Used.

How Balances Are Consumed

When an employee's time-off request is approved, the hours are automatically deducted from the matching leave type balance for that year. Employees can view their own balances on their Profile page.