Help centre / Getting started
Set holiday allowances and bring over balances
Set how much holiday people get, with bank holidays and long-service days, and bring over what they have left from your old system.
What you'll need: Your yearly allowance, and whether it includes bank holidays, Each person's holiday left, from your old system.
A holiday allowance (a scheme) says how much holiday people get each year.
More detail
KivoHR works out part-timers' share from their working pattern, and never gives anyone less than the law's 5.6 weeks. GOV.UK: holiday entitlement
Add a holiday allowance
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Step 1: Go to Settings, Holiday allowances, and press Add an allowance.
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Step 2: Give the days a year, and answer Are bank holidays part of those days?
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Step 3: For long service, add rows of After (years) and Extra days a year.
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Step 4: Press Add the allowance.
Bring over balances
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Step 1: On Holiday allowances, press Bring over balances.
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Step 2: Set the Switch date: the day KivoHR takes over from your old system.
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Step 3: Choose the file, or Or paste the lines from your spreadsheet.
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Step 4: Press Check the figures, look them over, then Bring over.
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Step 5: Got it wrong?
More detail
Press Undo, while nobody has booked leave since.
Stuck?
It says the file needs a column saying who each line is
Add a column with their Payroll number, their Email, or their first name, last name and date of birth.
It says the file needs a holiday column
Add at least one of Entitlement, Taken before switch or Carried in.
It says something changed since the preview
Someone changed a record while you looked. Press Check the figures again.
I can't undo the import
Someone has booked leave since, so it stands. Change their figures in Year allocation instead.
Part-timers have less holiday than full-timers
That's right: they get the same weeks, in their own days. Check their working pattern is set.
Thanks. That helps us make the guides better.
Not legal advice. Checked against the law on 1 November 2026; we check it again by 1 April 2027, and sooner if the law changes.