Payroll platform: Managing taken leave lines within a pay run

Overview

Within your organisation, you may have a pay run where an employee needs additional leave taken lines added or removed in order to keep an accurate record of their leave entitlements. If this is the case, having Payroll software that allows you to action these requests quickly and easily will reduce the administrative time you spend on managing employee leave accruals.

You can use the Taken Leave feature within the Pay Run module to add an extra taken leave line and specify details such as the leave category, leave value, and any required notes. You can also use this feature to delete a leave accrued line if you added it in error.

A pay run needs creating first, before you can add or remove employee taken leave lines. To read further details on how to create a pay run, refer to the following article.

Availability

Payroll Plan:   Standard   Premium

Getting started

  You will need to undertake the below steps via your Employment Hero Payroll platform.

Add an employee taken leave line
  1. Log into your Employment Hero Payroll platform.
  2. Click the  Pay Run menu.
  3. Click on the required pay run.
    Accrued_1.jpg
  4. Click on the required employee's name.
  5. Click the Actions button.
  6. Click the Take Leave button.
    Take_1.jpg
  7. Complete the following fields:
    • Leave category.
    • Notes.
    • Units
  8. Click the Save button.
    Take_2.jpg

Maintain

  You will need to undertake the below steps via your Employment Hero Payroll platform.

Delete an employee taken leave line
  1. Log into your Employment Hero Payroll platform.
  2. Click the  Pay Run menu.
  3. Click on the required pay run.
    Accrued_1.jpg
  4. Click on the required employee's name.
  5. Click the Delete button.
    Take_3.jpg
  6. Click the Delete button.
    Take_4.jpg

Author recommended

So you have now adjusted leave within a pay run and you are now wondering what next can I do. There are two recommendations I would make on this front and they are:

  • Payroll leave reporting: Leave balances The Leave Balance Reporting feature allows you to create a report that you can use to analyse each employee's current and historical leave balances and see details such as the leave value, loading value, and leave type.
  • Payroll leave reporting: Leave liabilities The Leave liabilities Reporting feature allows you to create a report covering your employee's current and historical approved leave requests, with the ability to see details such as the leave value, total hours and loading value.
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