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Appogee Leave: New Starter Allowance

For employees with an Annual Leave entitlement you can set up how much allowance they should be allocated in their first year. This setting is found on the Leave Profiles and is called Employee First Year Allowance. 


To ensure this setting is turned on and set up as you wish, go to Leave Admin > Leave Profiles > and select a Leave Profile. Then go to Leave Settings > Options. 



Use the dropdown to select the relevant option. A definition of each is below: 


Full Annual Allowance - regardless of the new starter's start date, they will receive the full annual allowance as per the Default Entitlement page. 


Pro rated by months remaining from employee start date - the allowance will be pro rated based on the number of full months remaining from the employee's start date


Pro rated by months remaining from employee start date (including employee's start month) - same as above but includes the partial month in which the employee starts


Pro rated by days remaining from employee start date - the allowance will be pro rated based on the number of days remaining from the employee's start date until the end of the leave year. 


Use the second dropdown to select how you wish this amount to be rounded. It's likely the amount that has been calculated is not a whole number, which may be awkward for an employee to take 0.84 days off. The rounding options allow you to round up or down to the nearest day or half day. 



A new starter has the wrong allowance


1. Make sure the employee has a start date defined on their profile


Organization >  Employees > select the employee


On the Employee Profile tab ensure they have a Job Start Date or Continuous Start Date and check the Leave start Date dropdown is the right option for you. 


2. Check there is a pro-rata formula on the Leave Profile


Steps above.


3. Update employee allowance using allowance calculator to reflect new changes.


Go to Leave Admin > Allowance Calculator. Select their Team and Leave Profile and find the employee. Click Save changes. 








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