Getting started: Managing leave

Leave requests only flow from the HR platform to the payroll platform. This connection is one-way, so any changes made in the payroll platform won't sync back to the HR platform. We advise you to make any leave request changes via the HR platform.

Leave requests will only sync over to payroll once approved. Use the Leave Request Report for full visibility of your organisation's leave requests. You can read more information here if you are connected to a payroll platform.

1. Click the  Time menu.
2. Click the Leave Management submenu.
3. Find the relevant leave request. Use the "Filter results" drop-down in this article to narrow down your results.
4. Click the Action button.
5. Click the View button.
   
6. Click the Approve button.
   

1. Click the  Time menu.
2. Click the Leave Management submenu.
3. Tick the checkboxes for the leave you want to approve.
4. Click the Approve Selected button.
   

1. Click the  Time menu.
2. Click the Leave Management submenu.
3. Find the relevant leave request. Use the "Filter results" drop-down in this article to narrow down your results.
4. Click the Action button.
5. Click the View button.
   
6. Click the Decline button.
   

1. Click the  Time menu.
2. Click the Leave Management submenu.
3. Tick the checkboxes of the leave requests that need to be declined.
4. Click the Decline Selected button.
   
5. Enter the reason for declining the leave request and click the Decline button.
   

1. Log in to Employment Hero.
2. On your Employment Hero dashboard, you will see your leave calendar.
   
3. Hover over the day on which you wish to add a leave request.
4. Click on the plus sign.
   
5. Add the following details:
   • Who is this leave request for?
   • Personnel
   • Leave type
   • From
   • Leave duration
   • To
   • Comment (optional)
   • File upload.
6. Click on Save or Approve in the bottom right-hand side of the pop-up window.
   

1. Click the  Time menu.
2. Click the Leave Management submenu.
3. Click the Filter button and choose from the following options:
   • Date range.
   • Personnel.
   • Leave category.
   • Status:
     • Pending leave.
     • Approved leave.
     • Declined leave.
   • Employee status:
     • Direct employees.
     • Indirect employees.
     • All employees.
4. Click the Search button.
   

1. Click the  Time menu.
2. Click the Leave Management submenu.
3. Click the Add New Leave Request button.
   

4. Complete the following fields:

   • Who is this leave request for? / Employee.

   Important

   Enter the name of the employee you are submitting a leave request for. Do not enter the person's name who is submitting this leave request.

   • Leave category / Leave type.

   Important

   The leave types available depend on what leave allowance, pay category, and award you selected within their employee file. To read further details on how to view an employee's pay details, refer to the following article.

   • Start date.
   • Leave duration.
   • End date.
   • Comment.

   Once you enter these fields, the Leave Balance section will dynamically update to show:

   • Total Available: The employee's current balance plus any forecasted accruals.
   • Forecasted Accrual: Leave the employee is expected to accrue before the leave period.
   • Deductions:
     • Pending Requests (if applicable).
     • Approved Requests (if applicable).
     • This Request.
   • Projected Remaining Balance: Total Available minus all deductions.

   Tip

   You can click View details under Pending or Approved Requests to see leave periods and total units (hours/days) for each.

5. Click the Add Document button to add any required files.

   Helpful Hint

   You can click on the Expand button to display the leave details for each month.

   Important

   If you are only submitting a half day off work for your employee, then you can edit the value within the Hours field. For example, instead of nominating eight hours for a full day of leave, you can nominate four hours for a half day of leave. You can also specify whether the leave occurs during morning and afternoon/evening times by selecting AM or PM.

6. Click the Submit button.
   

1. Click the  Time menu.
2. Click the Leave Management submenu.
3. Find the relevant leave request. Use the "Filter results" drop-down in this article to narrow down your results.
4. Click the Actions button.
5. Click the Edit button.
   
6. Click the Re-submit for approval button.
   

If the rostered employee calls in sick, or has to take any leave type as unplanned leave, you can create a leave request for the employee directly from the shift on the roster. See below for instructions.

1. Click the  Time menu.
2. Click the Rostering Management submenu item.
3. Click on the pencil icon on the shift for which the rostered employee is taking unplanned leave.
4. Click the Create leave from shift button.
5. The personnel and shift information will be pre-filled in the leave request modal. Enter the leave type.
6. Decide whether you want to leave the shift as empty, or open for bidding. 
7. Click on Approve. This is automatically approve the leave request. 

1. Click the  Time menu.
2. Click the Leave Management submenu.
3. Click the Leave Calendar tab.
4. Here you will see your staff leave in calendar format.
   
    

1. Log in to the Employment Hero HR platform.  
2. Click on Time. 
3. Click on Leave Management. 
4. Click on the Status: Pending box.
   
5. Click on All Personnel under the Reporting Personnel subheading.
6. Click Search.
   

1. Click the  Time menu.
2. Click the Leave Management submenu.
3. Click the Actions button.
4. Click the View button.
   

1. Click the  Time menu.
2. Click the Leave Management submenu.
3. Hover over the   to see the leave balance details.
   

1. Click the  Time menu
2. Click the Leave submenu
3. Click the Create Leave Request button

4. Use the Personnel field to select the employee ‌whose leave balance you want to view.

   Warning

   Do not complete the rest of the leave request details and push Submit Leave, if you are only viewing an employees leave balance.

   

1. Click the  Time menu.
2. Click the Leave Management submenu.
3. Click the Leave Balances tab.
4. Click the search bar and filter based on:
   • Personnel.
   • Leave Category.
5. Click the Search button.
   
6. You will now see your employee's leave balance per category and any pending requests they may have. Their continuous employment date will be used to determine their leave balances.
   
7. To download the results, click the Download CSV button.
   

1. Click the  Time menu.
2. Click the Leave Management submenu.
3. Click the Leave Calendar tab.
4. Choose from the following filter options: 
   • Personnel.
   • Leave Category.
   • Status.
   • Reporting personnel:
     • Direct.
     • Indirect.
     • All Personnel
5. Click the Search button.

1. Click the  Time menu.
2. Click the Leave Management submenu.
3. Hover over the   to see the leave approval details.
   

1. Click the  Time menu.
2. Click the Leave Management submenu.
3. Find the relevant leave request. Use the "Filter results" drop-down in this article to narrow down your results.
4. Click the Action button.

5. Click the Edit button.
   
   
    

   Helpful Hint

   You can use the Expand button to display the leave details for each month.

   Important

   If you are only submitting a half day off work for your employee, then you can edit the value within the Hours field. For example, instead of nominating eight hours for a full day of leave, you can nominate four hours for a half day of leave.

6. Make the required changes to your employees leave request, then click the Submit button.
   

1. Click the  Time menu.
2. Click the Leave Management submenu.
3. Find the relevant leave request. Use the "Filter results" drop-down in this article to narrow down your results.
4. Click the Action button.
5. Click the Delete button.
   
6. Click the Delete button.
   

The Accrued Leave Report allows you to create a report on your leave accruals, broken down by the leave category and team. You can also use this feature to download a CSV file of the data, enabling you to load the report into a CSV-supported program like Microsoft Excel.

Learn how to run an accrued leave report in this article.

The Leave Balance Reporting feature lets you analyse employees' current and historical leave balances, including leave value, loading value, and leave type. You can also download the data and export to Excel.

Learn how to run a leave balances report in this article.

The Leave Taken Reporting feature lets you create a report that you can use to analyse leave requests in a certain time period. You can sort the report by the leave category and status. You can also use this feature to download a CSV file of the data, enabling you to load the report into a CSV-supported program like Microsoft Excel.

Learn how to run a leave taken report in this article.

Once you have enabled the Two-Level Leave feature, your employees will require their leave request to have approval from their primary and secondary managers. The workflow for this process is:

1. The employee lodges their leave request.
2. Primary and secondary managers will receive an email notification of this leave request.

3. A manager (any of the two managers) approves the leave request.

   Important

   The status of the request will change to Partially Approved, with the first manager's name appearing when hovering over the leave request in the availability section.

4. The second manager now approves the leave request.

   Helpful Hint

   Employees with one manager will only require the primary manager to approve their request even though two-level leave approval is active.

   Important

   The status of the request will show Approved, and both managers' names will appear when hovering over the leave request in the availability section.