This step lets you practice real-life leave scenarios in a safe test environment. By adding leave applications, you can check that everything processes correctly and better understand how leave works. This helps prepare you for parallel testing and going live. See the interactive demo below for a step-by-step guide for how to manage leave in Employment Hero Payroll.
Important
When using Employment Hero HR with Employment Hero Payroll, leave should be submitted in the HR system and will flow into payroll once approved. During parallel testing, enter leave directly in payroll only. This helps you check that leave is processing correctly and makes it easier to delete test entries in one place.
- Log in to Employment Hero Payroll.
- Navigate to Leave (plane icon) on the left-hand side navigation menu.
- Click on Create Requests.
- Pick the relevant employee(s) for the leave application.
- Choose the appropriate Leave Category (e.g., Annual, Sick, etc.).
- Include any relevant notes.
- Indicate the start and end dates of the leave period required.
Important
The section below confirms the selected employees and displays their available leave balance. If the leave balance is insufficient, the platform will highlight this in red. As this is for testing, you can override this warning and grant leave approval.
- Check the box Approve Immediately.
- You can decide to approve the leave request instantly or shift it to Pending status for later assessment.
- Click Save.
Once a leave request has been approved, a manager with editing permissions can edit the leave request if required.
- Log in to Employment Hero Payroll.
- Navigate to Leave (plane icon) on the left-hand side navigation menu.
- Click on Manage Requests.
- Click on the pencil icon situated to the right of the request. It is important to note that you can only make changes to a leave request prior to its application or if only a portion of it has been applied in a pay run. Keep in mind that fully applied leave cannot be altered.
- Make your leave request edits, then click Submit Request.
Once a leave request has been approved, a manager with editing permissions can edit the leave request if required.
- Log in to Employment Hero Payroll.
- Navigate to Leave (plane icon) on the left-hand side navigation menu.
- Click on Manage Requests.
- On the Leave Management page, locate the pending leave request you wish to edit and click on the bin icon to delete the request.
- Confirm deletion.
Important
All testing data will need to be removed from the platform prior to going live, including leave applications.