Open Leave Types
From the left sidebar, select Finance.
At the top of the Finance page, select Leave.
This opens the Leave Types page.
Review the Leave Types page
The Leave Types page includes:
A Search leave types field
A Create Leave Type button
A table of existing leave types
The table shows:
Name
Status
Type
Row action menu
Each leave type also has a color indicator beside its name.
Search for a leave type
Use the Search leave types field to find an existing leave type by name.
This is useful when your organization has many leave types configured.
Create a new leave type
Select Create Leave Type.
A modal will open where you can configure the leave type name, color, active status, paid status, and finance assignment if available.
Complete the leave type details
In the Create Leave Type modal, complete the available fields.
Add:
Name
Enter the leave type name, such as Annual Leave.Color
Choose the fallback roster color for leave shifts when no roster color rule matches this leave type.Active
Toggle this on if the leave type should be available.Paid
Toggle this on if the leave type is paid leave.
Select Save when finished.
Review status and type
After saving, the leave type appears in the table.
The Status column shows whether the leave type is active.
The Type column shows whether the leave type is:
Paid
Unpaid
Use this to quickly confirm how each leave type is configured.
Edit a leave type
Select the three-dot menu on the right side of the leave type row.
Select Edit.
Update the leave type details, then select Save.
Check color warnings
When editing a leave type, the system may show a color warning if the selected color is very similar to another leave type.
For example, it may suggest choosing a more distinct color if it is similar to another leave type.
Use clear and distinct colors to make leave easier to identify in rosters.
Important Notes
The Active toggle controls whether the leave type is available for use.
The Paid toggle controls whether the leave type is treated as paid or unpaid leave.
Leave type colours are used as fallback roster colours.
Choose distinct colours so staff and admins can easily identify different leave types.
If your finance integration is not connected, Xero or finance assignment options may not be available.
Troubleshooting
If you cannot create a leave type, check that the required fields have been completed.
If a leave type does not appear after saving, refresh the page and check the search field.
If a leave type is not available for use, check that Active is enabled.
If leave is showing as unpaid, check that Paid is enabled for paid leave types.
If the colour warning appears, choose a more distinct colour.
If finance syncing is not available, connect the finance integration through Admin > Integrations.
If you cannot access Leave Types, check your permissions for Finance.