Switching HR system to Leavely — checklist

Tick off each item as you go. Most teams complete the whole list in an afternoon, spread around their notice period.

Before you start

Find your current contract and note the initial term and renewal date
Diary the written-notice deadline — fixed-term agreements commonly require three to six months' written notice before the end of the term
Check your own agreement for the exact cancellation method and address for notices
Export your employee directory (CSV)
Export current leave balances for every employee and leave type
Export sickness/absence records if you use them
Download any documents stored in the system
Take screenshots of your current leave policies and settings

Send notice

Send written notice to your current provider (a template letter is in our cancellation guide)
Ask for written acknowledgement of your notice and keep it on file
Confirm the final billing date so there are no surprise instalments

Set up Leavely

Create your Leavely account — the 14-day free trial needs no card
Import your team from CSV (or send us your export and we’ll do it for you)
Set starting balances to match what everyone has remaining
Configure leave policies (annual, sick, TOIL and any custom types)
Select your UK bank holiday region
Set up departments and reporting lines
Re-enter any future-dated approved leave

Go live

Send invite emails to all employees
Tell the team the switch is happening and when
Run both systems in parallel for a week
Verify leave balances match before you rely on Leavely alone
Archive your old data exports somewhere safe (keep 6+ months)

Notice periods and renewal behaviour described here are patterns common across the UK HR software market, not a statement about any particular supplier; individual contracts differ — always check your own. Full steps and a notice-letter template: leavely.online/how-to-cancel-hr-software