Leave records your accountant will ask for

Policy work stalls when leave balances live in three places: payroll, a supervisor’s notebook, and a shared calendar nobody trusts.

Minimum bundle

Twelve months of leave approvals showing who authorised each entry, current balances exported from payroll, and any long-unpaid overtime or TOIL agreements in writing. For multi-site firms, tag records by site code.

Roster alignment

If Friday afternoons routinely run long, check whether rosters show scheduled finish times. Auditors and accountants compare rosters to timesheets; gaps delay handbook clauses on overtime.

Before you call a consultant

You do not need perfect data — but identify which gaps exist. We can scope policy work excluding entitlement calculations if payroll is mid-migration; we will say so upfront rather than guess.

Book HR policy advisory or send a message describing your recordkeeping setup.