Leave Accrual

Overview

Leave accrual allows FlowLogic to track staff leave balances within the system. When a leave request is submitted, the system displays the current balance and forecasted balance at the time of leave, giving managers and payroll staff the information they need to approve or decline requests with confidence.

Getting Leave Balances into FlowLogic

There are two ways to load leave balances into the system:

CSV import – Go to the Record Management tab and select Mass Add from CSV. You’ll find two import formats available – Leave Balance via MYOB or HR3. If you’re not using either of those systems, your data will still need to be structured in one of these formats. Download the relevant template, populate it with your leave balance data, and upload it into FlowLogic.

API connection – If you’re using an integration such as the Xero API, leave balances will update automatically in FlowLogic on your behalf without any manual importing required.

Configuring Accrual Rates

Go to Finance and Payroll – Leave Type Management. Find the leave type you want to configure – in this example, Annual Leave – and click Edit on the right-hand side.

When the drawer opens, scroll down to the Additional Options section and locate the Accrual Rate field. Enter the accrual rate in hours based on your pay period:

• If you pay weekly, enter the weekly accrual rate
• If you pay fortnightly, enter the fortnightly equivalent

Take care to get this figure right before saving. An incorrect accrual rate will flow through to every leave request that uses that leave type. Once you’re confident the figure is correct, click Update to save.

How It Works in Practice

When a staff member submits a leave request and selects a leave type with an accrual rate configured, the system will display:

• Their current leave balance
• Their forecasted balance at the time of the leave

Clicking How It Was Calculated provides a detailed breakdown of how the accrual has been applied, giving full transparency over the figures before you make a decision.

From here you can approve or decline the request based on the balance available. If approved, the system will automatically draw down on the leave hours.