Enable leave in days and weeks

To begin with, you will need to create the leave categories you want your employees to take instead of hours. There is no limit to the amount of categories that you can create; this is because the platform allows you to assign categories per employee. These new categories can be created in days or weeks. The steps on how to undertake this are:

1. Log into your Employment Hero Payroll platform.
2. Click the Business Settings menu.
3. Click the Payroll Settings submenu.
4. Click the Leave Category button.
5. Click the Add button. (Note: The panel opens up below your existing categories.)
   
6. Select the Standard Days or Weeks Per Year option from the Standard Allowance drop-down.
7. Complete the following fields:
   • Name
   • External ID
   • Leave loading
   • Leave category type:
     • Standard
     • Long service leave
     • Personal careers leave
   • Employee leave balance:
     • Tracked
     • Not tracked
   • Payment setup:
     • Basic
     • Don't pay for the leave taken
     • Report the earnings for the leave taken against another pay category
     • Custom
8. Click the Save button.
    

Once you have created your leave categories, you will need to create your leave allowance templates. These allow you to group multiple leave categories together and set the rate at which each category accrues leave in days or weeks. There is no limit to the amount of templates that you can create; this is because the platform allows you to assign templates per employee. The steps on how to undertake this are:

1. Log into your Employment Hero Payroll platform.
2. Click the Business Settings menu.
3. Click the Payroll Settings submenu.
4. Click the Leave Allowance Templates button.
5. Click the Add button.
    
6. Complete the following fields:
   • Template name
   • Leave year should start on
   • Leave loading
7. Select the leave categories that need enabling.
8. Use the Override switch to change the data if required.
9. Click the Save button.
    

Since the HR platform is the source of truth for information such as company settings, payroll settings, and employee file data; it will require you to re-synchronise your platforms to import the new leave categories. The steps on how to undertake this are:

1. Log into your Employment Hero HR platform.
2. Click the   Settings menu.
3. Click the Leave Categories submenu.

4. Click the Update From Payroll button.
   

   Helpful Hint

   The Leave Categories page will now show a grey Updated button and means the HR platform has successfully imported your leave categories from your payroll platform.

    

Since the HR platform is the source of truth for information such as company settings, payroll settings, and employee file data; it will require you to re-synchronise your platforms to import the new allowance templates. The steps on how to undertake this are:

1. Log into your Employment Hero HR platform.
2. Click the   Settings menu.
3. Click the Leave Allowance Template submenu.

4. Click the Update From Payroll button.
   
   
    

   Helpful Hint

   The Leave Allowance Template page will now show a grey Updated button and means the HR platform has successfully imported your leave allowance templates from your payroll platform.

    

For you to apply the new leave allowance template to your employees, you will need to update their pay details. Once you have updated their details, the HR platform will automatically synchronise the changes with the payroll platform. The steps on how to undertake this are:

1. Log into your Employment Hero HR platform.
2. Click the   People menu.
3. Click the People list submenu.
4. Select the employee that needs a leave allowance template updated.
5. Click the Pay Details tab.
6. Click the Salary History tab.
7. Click the Action button.
8. Click the Edit button.
    
9. In the Leave Allowance field, select the required leave allowance template.
10. Complete the Change Reason field.
11. Click the Save button.