Allocation

Assign leave types to members of your workspace.

Allocation is where you assign leave types to members of your workspace. This ensures each person has access to the right types of leave and the correct allowances so they can request time off accurately.

Tip

HR is an Enterprise-plan feature. It can also be switched off on Enterprise by an Owner or Admin under Settings → Workspace → Features. Either way the HR pages leave your sidebar, and opening one directly takes you to the Dashboard with a note explaining which of the two applies.

Note

Before you start, make sure your absence types have already been created. If you haven't set them up yet, review Absence types.

How to allocate leave

Allocating leave types to a workspace member.

Select Allocate leave at the top of the page.

Choose the member, then pick the absence types you want to assign them and set the allowance for each.

To allocate for more members in the same flow, select Add another user and repeat. You can allocate different types and amounts per member.

Submit to save. New allocations appear on each member's row straight away and are available for them to request against.

Managing an existing allocation

At the end of each user's profile, you'll find several options to help you manage, review, and update their leave allocation:

Adjust Leave — increase or decrease a member's leave allowance based on factors such as their time at the organisation, working pattern, or contracted hours. This only applies to leave types with a limited allowance. You'll also see a full history of any additions or reductions made to that member's leave schedule.

Adjusting a member's leave allowance.
Load Member View — see exactly what the member sees on their My Leaves page. Useful for checking their leave is displaying correctly, confirming their setup, or deciding whether an adjustment is needed.

Loading the Member View to see what an employee sees.
Export CSV — download a record of the member's allocation data for reporting, record keeping, or wider HR documentation.
Copy Data — copy the allocation data so you can paste it into a spreadsheet or external document.
Remove an allocation — remove all allocations for a member, a specific leave type, or an individual adjustment. Trellis will export the affected records as a CSV before removing them, so you always have a record of what was removed and why.

Note

Adjustments appear as separate rows beneath the base leave type, with N/A across the Total, Taken, Approved & upcoming, and Available columns. That's expected — adjustments top up (or reduce) the base allowance, and utilisation rolls up into the parent leave type row rather than being tracked per adjustment.

Adjustment rows shown beneath the base leave type. — Adjustments appear as separate rows beneath the base leave type.

Exporting workspace-wide data

Use Export to CSV or Copy Data at the top of the page to pull the current view out for reporting, record keeping, or wider HR documentation. Any filters or search terms you have applied are respected in the export, so you can extract just the slice you care about.

Before you allocate

Absence types need to be created first. Head to HR → Absence types to set up which leave types exist in your workspace before you allocate them.
Your leave calendar needs to be configured. Allocation uses the workspace's leave-year settings to calculate allowances and rollovers. If it isn't set up yet, Trellis prompts you when you try to allocate. Settings live under Settings → Calendar configuration.
Pro-rata leave depends on contract start dates. For any absence type calculated pro-rata (e.g. a member who joined mid-year), Trellis needs a contract start date on their profile. If it's missing, you'll see the type disabled with a prompt to add one via Settings → Workspace → Members.

Who can do what

Action	Owner	Admin	Editor	Member	Contributor	Viewer
View the Allocation page
Allocate leave to members
Adjust an existing allocation
Remove an allocation
Export or copy the allocation data

Access to Allocation is restricted to Owners and Admins. Other roles can't view or manage leave allocations.