UBS Knowledge Base
Breadcrumbs

Creating a banked leave

Banked leave is a special type of leave whereby the employees gross pay is reduced using a pre-tax deduction and this money is used to pay for the hours accrued (or banked). This is a form of salary sacrifice.


Eg. Employee works 40 hours per week, and by agreement 2 hours are converted to a banked leave accrual. So the persons gross pay is reduced to 38 hours and 2 hours become available as banked leave which can later be used as a paid RDO.



  1. In the Options tab, click Leave.

    https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51227061407/original/uDpApSJmEgWIxZLo_Bv3TW_fF33UzslMXg.png?1748316490

  2. Click New.

    https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51227061452/original/05QPiOR-j8I10--TfPuTh4POnPYCxTgWZA.png?1748316497

  3. Enter a Leave Name and Description.

  4. Select Banked Leave as the Leave Class.

  5. Click the + icon.

    https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51227061736/original/GYBGNOqEzj31BOayzylUinFg08lnv9r8tA.png?1748316535

    https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51227061800/original/t3867E5EqYtwPggYElij3t2iFTpcKMKuSA.png?1748316545

  6. Enter a Leave Period Name, but leave the Accruals at 0 as per the previous screenshot.

  7. Click Save & Close.

    https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51227061953/original/h3XwTYwrny2MHz4upnrmnox1wxGhMnZlbA.png?1748316566

  8. In the Employee Edit screen add the new leave. At the bottom of that screen enter the Percentage of Worktime to be Banked, eg. 5% of worktime to be banked on a 40 hour week is 2 hours. Enter a Minimum Worktime Required, that is the amount of hours that need to be worked in a pay period before the banked leave can accrue.

    https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51227061998/original/pkaWfHtzBviilq_lFYVsMzpW9lhohJzEhw.png?1748316574

  9. In the payrun we can see when the employee hits 40 hours worked, they are paid for 38 hours, and 2 hours are banked from their gross pay.

    https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51227062134/original/62yV5itWw5qPIswcECjTCSslkm5UvVMO2A.png?1748316592



Related Articles


Leave accrual methods explained


How to create and apply new leave types


How to apply leave taken in a payrun