Leave & absence overview

A flexible, configurable system for tracking leave, absence, and other people-related data across your workspace.

Trellis provides you with a highly robust system for managing leave and absence across your company.

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.

HR teams will love it for its flexible and configurable settings that mould to your business context and tracking needs.

Managers and employees will love it for its easy-to-use functionality and the visibility it provides.

Features at a glance

Employees see colleague leave conflicts when booking their leave to assist resourcing issues
A customisable admin approval process for requested leave
The ability to collect documentation around leave types such as extended sick leave
A fully downloadable audit trail of all leave and absence — perfect for managing those with specific visa restrictions
Due to its flexible nature, you can also use our leave and absence system to track a whole variety of other data related to your teams. For example, if customers and clients sometimes provide great feedback about a particular employee, you can create an absence type called Commendation, configure it accordingly, and allow admins to record all commendations each person receives — great for end-of-month or quarter appraisals and incentive scheme tracking.

Managing absence as an administrator

Absence is managed across four separate screens. Start with Absence types — everything downstream reads from it:

Absence types — your management of leave and absence should begin here. Establish all the types of absence and leave you need to track across your team. The settings available let you adjust the ways in which each leave type functions and how it appears to workspace members.
Allocation — allocate absence types to workspace members as a group or individually to accommodate your organisation's policies. You can also adjust the allocated leave per member — for example, to give someone time off in lieu, or to correct their total allocation in case of misadministration.
Requests — review all leave requested by workspace members, make decisions on whether to grant or deny requested leave, or request documentation from the requesting employee.
All absence — shows administrators all leave and absence, including historic entries. Admins can download a CSV for offline use or auditing purposes.

Initial leave and absence setup

To help you get up and running quickly, Trellis comes with a preset pack of standard UK leave types. You can choose whether to enable these or create your own custom leave types.

Note

Getting your leave set up is much easier if you've already fully completed your workspace configuration and members have complete member profiles. That's because leave and absence functionality makes some calculations based on employee contract start date (for allocating pro-rata leave) and your workspace's regular hours of business.

The entire Leave and absence admin area is restricted to Owners and Admins. Editors and Members can request their own leave via My leaves, and Contributors and Viewers don't interact with the leave system directly. Detailed permissions for each admin sub-tab live on their individual pages.