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Leave & Absence

Holiday requests and balances, absence and the Bradford Factor, flexible working, maternity, and SSP — all in one place.

Managing Leave

This guide covers everything around an employee being away from work — whether that's planned holiday, sickness, a flexible working change, or maternity leave.

Employees submit holiday and flexible working requests themselves through the Employee Portal. As Owner or Manager, you review and approve or decline them from the main app — covered below.


Leave Requests

Go to Time & Attendance → Approve Requests — every time-off and flexible working request waiting on a decision lives here as Time Off Requests, with a Pending count badge in the top corner.

Time Off Requests — pending list with statutory and discretionary requests side by side

Time Off Requests — each pending request shows the employee, leave type, and dates

Each request also carries a response deadline, shown as a coloured tag — green with days remaining, amber as a warning, and red with "Respond today" once it's due. This is calculated per request rather than fixed, so it's worth scanning for red tags first if there's a backlog.

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Not every request is decided the same way. Whether a request can be refused at all depends on the specific reason selected when the employee submitted it — see Time Off Categories below before deciding on a request you're not sure about.

Discretionary leave — Approve or Refuse

Requests like Annual Leave show two actions: Refuse and Approve.

Approve Leave Request dialog — employee, leave type, dates, optional notes, and generate approval letter

Approve Leave Request — optional notes, and the option to generate an approval letter

Confirming approval offers an optional notes field, plus a Generate approval letter checkbox, ticked by default.

Refuse Leave Request dialog — reason for refusal, additional explanation, alternative dates offered, generate refusal letter

Refuse Leave Request — a reason is required and recorded in the audit trail

Refusing requires a Reason for Refusal from a fixed list:

ReasonAlternative dates expected?
Insufficient staffing coverYes
Peak trading periodYes
Insufficient notice givenYes
Clashes with other approved leaveYes
Essential training or meetingYes
During probationary periodNo

This is mandatory and is recorded in the audit trail. You can add free-text in Additional Explanation, and optionally suggest Alternative Dates Offered — the system notes that offering alternatives demonstrates good faith and reduces tribunal risk. As with approval, Generate refusal letter is ticked by default.

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Whenever a letter is generated, it's saved straight to the document vault as a .docx — for example Holiday_Approval_AndrewClelland_20260603_130350.docx — with a direct download link shown immediately after.
Letter Generated confirmation — saved to the document vault, with a download link

Letter Generated — saved to the document vault, ready to download

Statutory leave — Acknowledge only

Leave types that are a statutory right — Sickness/Medical is the example shown — can't be refused. The request shows a notice explaining this, and the only available action is Acknowledge, confirming you've seen and logged the request rather than approving or declining it. Other statutory types behave the same way: Maternity, Paternity, Adoption, Shared Parental Leave, Neonatal Care Leave, Jury Service, Emergency Dependant Leave, and Parental Bereavement (Jack's Law) are all acknowledge-only.

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This reflects the eligibility check shown to the employee when they submit the request — see Time Off Categories below.

A third category — can be refused, but postponement is the better option

Carer's Leave and Unpaid Parental Leave sit in between: they can technically be refused like Annual Leave, but the system flags them as types where offering to postpone the leave to a different date is the more appropriate response than an outright refusal.

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There's no separate "Postpone" button in Approve Requests today — refuse and approve are still the only two actions available for this category. If you want to offer a later date instead of refusing outright, the Alternative Dates Offered field on the refusal dialog is the practical way to do that for now.

Time Off Categories

When an employee submits a request through the Employee Portal, they first choose a broad category, then a specific reason within it. Each reason carries its own eligibility check, shown to the employee before they continue — telling them upfront whether the leave is a statutory right, and whether you as their employer can refuse it.

Request Time Off — Select Type step, five leave categories

Step 1 — Select Type. Five categories cover every kind of time off

CategoryConfirmed leave types
Annual LeaveStandard Holiday — discretionary, refuse/approve
Health & RecoverySickness — statutory, acknowledge only
Medical appointments — discretionary, refuse/approve
Family & ParentingMaternity, Paternity, Adoption, Shared Parental Leave, Neonatal Care Leave — all statutory, acknowledge only
Unpaid Parental Leave — discretionary, but postponement is the recommended response over refusal
Care & CompassionEmergency Dependant Leave, Parental Bereavement (Jack's Law) — statutory, acknowledge only
Carer's Leave — discretionary, but postponement is the recommended response over refusal
Compassionate Leave — discretionary, refuse/approve
Civic & ContractualJury Service — statutory, acknowledge only
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Neonatal Care Leave is flagged as a recently added statutory entitlement in the system — worth knowing it's there if you haven't seen it come up yet.

Annual Leave — Standard Holiday

Annual Leave selected, Standard Holiday reason, eligibility check showing employer may refuse

Standard Holiday — day-one right, but the employer may refuse with a valid business reason

Annual Leave's only reason is Standard Holiday — 5.6 weeks pro-rata (28 days FTE), full pay. The eligibility check confirms this can be requested from day one of employment, but flags that the employer may refuse it, provided a valid business reason is given. This is the discretionary path that ends in Approve/Refuse, covered above.

Health & Recovery — Sickness/Medical

Sickness/Medical selected under Health and Recovery, eligibility check showing statutory right, cannot be refused

Sickness/Medical — a statutory right; SSP rules and day-one eligibility are shown upfront

Selecting Sickness/Medical under Health & Recovery shows duration of illness with SSP eligibility (currently after 4 waiting days; from April 2026, from day 1). The eligibility check confirms SSP is available from day one of employment with no waiting days, and flags this as a statutory right that cannot be refused — the employer must grant this leave. This is the Acknowledge-only path covered above.

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The leave types above are confirmed from the system's own configuration. The specific eligibility wording shown to employees for each one — like the day-one-right and SSP detail shown for Sickness — hasn't been screenshotted for every type yet. Share a screenshot of any you'd like documented in that level of detail.

Submitting a request — steps 2 and 3

Once a type and reason are chosen, Enter Details asks for start and end date, and shows the working days the request covers.

Enter Details step — start date, end date, working days requested

Step 2 — Enter Details. Working days requested is calculated automatically from the dates

Review & Submit shows a summary of type, dates, entitlement, and pay, with a confirmation checkbox required before the request can be submitted.

Review and Submit step — summary and confirmation checkbox, ready to submit

Step 3 — Review & Submit. The confirmation checkbox must be ticked before Submit Request becomes active


Calendar & Balances

Go to Time & Attendance → Leave Balances to see how much holiday each employee has left. The Holiday Calendar — everyone's approved leave at a glance — is a quick action from this same tool, useful for checking who's off before approving the next request.

Leave balances — remaining holiday per employee

Leave balances — remaining holiday entitlement per employee

📷 leave_calendar_team-view.png — screenshot needed

Holiday Calendar — reached via the Leave Balances quick actions

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Checking the balance before approving a request avoids the awkward conversation of unapproving leave later because someone had already used up their entitlement.

Absence & Fit Notes

Employees request planned holiday through the Employee Portal, using the same 3-step Request Time Off wizard covered in Time Off Categories above — Select Type, Enter Details, Review & Submit.

To record unplanned absence — sickness or otherwise — go to Time & Attendance → Absence Tracking → Record Absence.

📷 absence_record_form.png — screenshot needed

Record Absence — date, reason, and duration

For sickness absence, a fit note toggle and return-to-work date capture the detail needed for both SSP and the Bradford Factor.

📷 absence_fit-note_field.png — screenshot needed

Fit note toggle and return-to-work date


Bradford Factor

Bradford Factor is reached via Time & Attendance → Absence Tracking — it sits alongside Record Absence and Absence History as one of that tool's quick actions. It turns an employee's absence history into a single score, weighting frequent short absences more heavily than one longer spell — useful for spotting a pattern worth a conversation rather than just totting up days off.

The formula

The score is calculated as B = S² × D, where S is the number of separate absence spells and D is the total days absent, both measured over a rolling 52-week period. Three short, separate absences are scored far more heavily than one absence of the same total length, because frequent unpredictable absence is more disruptive to a rota than a single longer spell.

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Example: 3 spells totalling 6 days scores 3² × 6 = 54. One continuous 6-day spell scores 1² × 6 = 6 — the same total time off, a very different score.

The dashboard

The main Bradford Factor screen opens on five summary cards — one per level — each showing how many employees currently sit at that level, with the threshold score shown underneath.

Bradford Factor dashboard — five level cards, search and filter, employee table with score breakdown expanded

Bradford Factor dashboard — level summary, search and filter, and an expanded employee breakdown

An employee's score

Clicking an employee in the table expands a breakdown showing the spells (S) and days (D) feeding the formula, the individual absence spells making up that total (or "No absences in this period" if there are none), and a recommended action based on which threshold level the score falls into.

The five levels and default thresholds

Scores are grouped into five levels, each with its own colour, label, and suggested response — these are starting guidance, not a fixed disciplinary procedure. The thresholds below are the system defaults and can be changed (see Settings, below):

LevelDefault thresholdSuggested response
No Concern0+Absence pattern within acceptable limits
Monitor50+Consider an informal discussion about attendance
Warning125+A first written warning may be appropriate
Serious400+A final written warning may be appropriate
Critical650+Consider dismissal proceedings
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A high Bradford Factor score is a prompt to look into the pattern, not a disciplinary trigger on its own — check your own absence policy and, where in doubt, take advice before acting on a score alone.

Thresholds are configurable

Click Settings on the dashboard to adjust the Monitor, Warning, Serious, and Critical thresholds — No Concern isn't a separate setting, it's simply any score below the Monitor threshold. Each field shows its suggested response underneath as a reminder while you adjust it.

Bradford Factor Thresholds — Monitor, Warning, Serious, Critical fields with Cancel and Save Thresholds buttons

Bradford Factor Thresholds — Monitor, Warning, Serious, and Critical are each editable; No Concern is whatever falls below Monitor

There's no fixed legal definition of where these lines should sit, so this lets the thresholds reflect your own salon's absence policy rather than a generic default.

Searching and filtering

The full employee table can be searched by name and filtered down to a single level — useful for pulling up, say, everyone currently at Warning or above ahead of a review meeting.

The dashboard widget

A compact Bradford Factor widget is also available for the Time & Attendance Manager Tools dashboard, showing an at-a-glance count of how many employees need attention, broken down by level, with the top few flagged employees listed and a link through to the full dashboard.


Flexible Working

Employees submit a flexible working request through the Employee Portal.

📷 flexible-working_request-form.png — screenshot needed

Employee Portal — flexible working request

As Owner or Manager, you review and respond to it from Time & Attendance → Approve Requests → Flexible Working.

Flexible Working — manager review screen

Manager review — respond to a flexible working request


Maternity

Go to Team → Maternity Tracker to see every maternity record currently being tracked. The dashboard shows four counters at a glance — Active Leaves, Actions Required, Returning Soon, and Pending Reminders — plus a reference panel of key statutory deadlines.

Maternity Tracker — dashboard with active leave counters, statutory deadlines, and all records

Maternity Tracker — counters, key statutory deadlines, and the full records table

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Statutory deadlines shown on this screen: 28 days for the employer to respond to a maternity notification, 8 weeks' notice required to change a return date, and a maximum of 10 KIT days during leave.

Starting a new record

Click New Record and fill in the form — including the Expected Week of Childbirth (EWC), which the system uses to calculate the statutory dates shown on the record afterwards.

Maternity — add new record form

Add a new maternity record, including the Expected Week of Childbirth (EWC)

Maternity — close-up of the Expected Week of Childbirth field

The EWC field, close up

Maternity — confirmation after saving a new record

Confirmation after saving

The maternity record

Open any record to see its overview and a timeline of the key statutory dates and milestones.

Maternity record — overview

Maternity record — overview

Maternity record — timeline of statutory dates

Maternity record — timeline of statutory dates and milestones

KIT days

Keeping In Touch (KIT) days let an employee on maternity leave work a limited number of days without it affecting their maternity pay or ending their leave early.

Maternity — add a KIT day

Add a KIT day worked during maternity leave

Generating letters

Generate the statutory letters required at each stage of the maternity process directly from the record.

Maternity — generate statutory letter

Generate a statutory maternity letter

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Statutory maternity pay and notice periods are governed by current HMRC and ACAS rules, which change periodically — the dates and figures the system calculates are only as current as its underlying rate tables.

SSP Calculator

Go to Time & Attendance → SSP Calculator to work out Statutory Sick Pay for an employee's sickness absence. The same tool links out to View Absences and SSP Rates Info as quick actions.

SSP calculator screen

SSP calculator

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SSP rates and qualifying rules are set by HMRC and reviewed annually — check the calculator is using the current rate if you're unsure.