Overview
Leave categories are the means through which your employees can submit time off against a pre-defined category. These pre-defined categories allow you to track what type of leave your employees are taking and the balance they have accrued, giving your organisation the means to manage and report on employee leave within your business.
This feature allows you to synchronise the leave categories created on your payroll platform and make them selectable within Employment Hero. Employment Hero will then have the latest payroll configuration data and your employee records on Employment Hero will have the correct information.
HR Best Practise
The Update from Payroll button is a feature that allows you to import updated or new leave categories. You will find this particularly important when you change the naming convention of a leave category or when adding a new one. For example, you may introduce a Wellbeing Day to your employees as part of your Benefits and Wellness program. Please also make sure you are regularly communicating with your payroll admin, as they may update the leave categories on your payroll platform without your knowledge.
Availability
| HR Plan: | Free | Standard | Premium | Platinum |
| Payroll Plan: | Standard | Premium | ||
| User Access: | Employee | Manager | Admin |
We base the default access level on a per user basis and whether they have view, edit and delete access and excluding any changes made via our Custom Security feature.
Getting started
The below premise will cover how to sync the latest leave categories from your payroll platform
- Click the Payroll Settings menu.
- Click the Leave Categories submenu.
- Click the Update From Payroll button.
Helpful Hint
The Leave Categories page will now show a grey Updated button. This means the HR platform has successfully imported your leave categories from your payroll platform.
Further information
Once you have connected your payroll and HR platforms, the HR platform becomes the source of truth for your company settings, payroll settings, and employee file data.To read further details on how to manage leave categories on your payroll platform, refer to the following article.
When you first connect the two platforms, the HR platform will pull the data from the payroll platform into the HR platform, such as your leave category data. Any additional changes to leave categories after this initial integration, requires you to update your pay schedule data manually.
The HR platform will show a leave category as disabled if the data no longer exists on your payroll platform. You can not delete disabled pay categories if you have used them previously in the HR platform. The reason for this is platform data accountability and to make sure that when you use the Audit Trail feature, we display the correct logs of what changes occurred within your platform.
Author recommended
So you have now updated your organisations leave categories and you are now wondering what next can I do. There are two recommendations I would make on this front and they are:
- HR platform: Update pay schedules This feature is where you can sync the latest pay schedule data from your payroll platform over to your Employment Hero platform.
- HR platform: Update pay categories This feature is where you can sync the latest pay category data from your payroll platform over to your Employment Hero platform.
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