Calendar + list time-away view
Full-month calendar with color-coded leave types. Solid = approved, dashed = pending. List view for the week-by-week reader.
Module · Leave Management
PTO that knows your weekend isn't Saturday and Sunday.
Versioned PTO policies. A calendar your managers can actually read. FMLA tracked alongside everything else. Holiday comp for the worship team. PTO rollovers with a real calculator.
What's in here
Six features that usually live in six different tools.
Approve in context
Each request opens with the requested hours, the remaining vacation and PTO balances, and per-day totals — so approvers have what they need without a click.
Org-wide balance grid
Every employee, every balance, in one AG Grid. KPI cards at the top click-to-filter (negative balances, no vacation taken, active FMLA, utilization).
Versioned PTO policies
Wizard-built policy with allocation rules by pay profile, tenure, and position. Past versions preserved with effective dates. Apply runs preview before commit.
FMLA + holidays + rollover
12-week FMLA tracking with status badges. Holidays auto-generated from Nager.Date with icon cascade. Year-end rollover with cap, floor, and override columns.
Allocation notifications
After applying a policy, send personalized HTML emails with each employee's new hours. Live preview, configurable categories, send-and-forget.
Day-to-day
The calendar your team can read at a glance.
The manager view of Time Away is a real calendar — month grid, employee-rows-as-bars, color-coded by leave type, with a dashed outline to mark pending vs solid for approved. Toggle "Only see my team" off and a director gets every team rolling up to them in one screen.
- Filter chips for every leave type — purple, geekblue, volcano, cyan, gold, red, green
- Dashed outline = pending, solid = approved
- List view alternative — same data, sortable table with status filters
- Click any bar to open the approve/reject modal with balances + per-day hours
Administration
Four KPIs that catch problems before they become problems.
The Leave Management page is HR's single hub. Org-wide balances in one AG Grid, KPI cards at the top that click-to-filter, and a pinned totals row so the picture aggregates as you scroll. No more "let me check each profile."
Tip: The icon language carries meaning at a glance — active FMLA ( inactive), ∞ exempt from PTO, 1 pending request count. Click an employee to open the detail panel; right-click for the single-row context menu.
Per employee
Six tabs. One employee. Every record.
Click an employee on the org-wide grid and the detail panel opens beneath the row. Six tabs cover everything HR needs to do per-person without ever leaving Leave Management. Settings are inline-editable. CRUD modals for everything else. The audit log records every change.
- Settings — eligibility, exempt status, effective date, weekend days, balance breakdown
- Base Hours — annual base by year (with bulk-set across multiple employees)
- Adjustments — comp or deduct vacation/sick with notes
- Rollovers — per-employee, per-type, per-year rollover entries
- FMLA — start/end, vacation hours used, status badges (Active, Future, Inactive)
- Leave Requests — formal requests + the time-off log from locked timesheets
Policy
Build a PTO policy in three steps. Then version it forever.
The wizard walks you through it. Every policy version has an effective date — past versions are preserved for audit. Inside each version, allocation rules match employees by pay profile, tenure, and position, then compute hours per person that you can review, override row-by-row, and apply in bulk.
1
Distribution
Lump Sum (full annual grant on Jan 1) or Accrual (earn per pay period or monthly, with a waiting period and caps).
Lump Sum Accrual
2
Tenure
Precise (days ÷ 365.25 — tier changes mid-year) or Calendar Year (current year minus hire year — simpler, anniversary-agnostic).
Precise Calendar Year
3
Details
Effective date, secondary leave label (Sick / Personal / PTO — your call), global hour caps, and holiday compensation for non-standard weekend staff.
Caps Holiday comp Sick label
+
Allocation rules
Match employees by pay profile, years-of-service range, and position. Flat hours or years-multiplier with a cap. Preview, override per row, apply in bulk.
By pay profile By tenure By position
Why versioning matters
Last year's policy is still last year's policy.
When the board approves new comp tiers in November and you flip them on January 1, you don't lose the rules that allocated 2026 balances. Past policy versions stay intact with their effective dates so audits, reconciliations, and "wait, why did Dani get 40 fewer vacation hours" questions all answer themselves.
Holiday comp is a built-in toggle for organizations with non-standard weekend staff (worship team, Sunday operations, campus services). When an org holiday falls on someone's assigned off-day, they get extra vacation hours to compensate for the holiday they can't observe.
Year-end
Rollover with a real calculator.
Pick a source year, target year, cap, and floor. The calculator runs across every PTO-eligible employee, shows starting balance, used hours, unused hours, and the calculated rollover amount per row. Override per employee where you need to. Save a draft if you're not ready to apply. Apply when you are — only the rows you select.
Calculated = max(floor, min(unused, cap))
- Status chips — New, Existing, Changed. So you know what apply will actually do.
- Saved drafts — Multi-session work. Save your overrides, walk away, come back, load.
- Filter by pay profile — Run rollover separately for Full Time Employee vs hourly vs contractors.
- Pinned totals row — At-a-glance check before you commit.
Config primitives
Configurable down to the icon.
The leave system is built from three primitives you control. Most HR products treat these as static lists. Here they're first-class: edit, version, sync, and design.
Holidays
Manual, sync from the global list, or auto-generate from the Nager.Date API. Each holiday gets an icon via a 3-tier cascade — your org's default, then the system default, then none. The "Apply Icons" button alias-matches and assigns automatically (handles "Fourth of July" vs "July 4th" vs "Independence Day Observed").
Leave types
Define your own — Vacation, Sick, Sabbatical, Mission Trip, Bereavement, Jury Duty, whatever your culture needs. Each type carries a color tag that propagates through every calendar, list, and chart in the platform. Sync from the global definitions to bootstrap a new org in one click.
Notifications
After applying a policy, send personalized HTML emails — name, year, hours table, configurable categories, all token-replaced. Live preview pane updates as you edit. Bulk send with checkbox selection. Reports failures by email address so you can chase them.