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Staff records · SR-03

Annual Leave Record

A free printable leave record — requested, approved and taken, with days and the running balance across a leave year.

First page of the Annual Leave Record — Keep one page per person showing what leave was requested, approved and actually taken, with the balance visible to both sides.
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One page. Choose your paper size — both versions are laid out identically, so neither one gets shrunk to fit.

Print it and write on it

Fill it in type and save

The fillable versions have real form fields — open them in any PDF reader, type into them and save. Printing help.

What this sheet is for

Keep one page per person showing what leave was requested, approved and actually taken, with the balance visible to both sides.

Who it is for

Small employers, family businesses, clubs with paid staff, and managers running a team without an HR system.

How to use it

  1. Write the year's entitlement in at the top from the contract or local rules.
  2. Record the date the request was made as well as the dates requested.
  3. Update the balance as leave is taken, not as it is booked.
  4. Agree the closing balance in writing at the end of the leave year.

What is on the sheet

One page, top to bottom:

Printed under the title: Leave requested, approved and taken across a year, with the running balance kept where both sides can see it.

Your entitlement, written in at the top. Write the year's entitlement in at the top from your own contract or local rules — the sheet prints no figure and suggests none. Entitlements, rates, records you must keep and how long you must keep them differ by country and often by sector. This sheet states none of them and is not employment advice — check what applies where you are.

Write-on lines: Name · Leave year from · to · Entitlement for the year · Carried in

Table, 12 rows: Requested on · From · To · Days · Type · Approved by · Approved on · Taken · Balance left · Notes

Write-on lines: Balance at end of leave year · Carried forward, if allowed

Questions

How much leave is somebody entitled to?

That depends entirely on where you are, the contract and often the sector, and it is not something a printable can answer. The sheet has a blank line for the figure that applies to you.

Related sheets

Absence and Lateness Record

Record days missed and time lost the same way for everybody, factually, without the sheet reaching any conclusion about it.

SR-05 1 page

Staff Rota Sheet

Get a week's cover onto one page where the whole team can see it, so the gaps show up before the week starts.

SR-04 1 page

Overtime and Time in Lieu Record

Keep track of time off in lieu that has been earned but not yet taken, which is the part that gets forgotten and then argued about.

SR-02 1 page

Also in the resources library

The same subject, with a version you can fill in on screen.

Staff Holiday Planner

What each person is entitled to, taken from their own contract.

BW-481 Planner PDF Excel Online

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