How to manage leave allowance templates via the payroll platform

Available for the following Payroll Plan: Standard, Premium

Leave allowance templates enable you to create a pre-defined set of leave categories that have their own accrual rates, which you can then apply to new and existing employees. You can create a new leave allowance template, specify what leave categories to enable, and override the default leave accrual setup if it needs changing. You can also use this feature to edit any information if it changes, view the employees assigned to each template, and delete a record if it is no longer required.

Important

Any changes made to your leave allowance templates will need syncing over to your HR platform. To read further details on how to undertake this, refer to the following article. To stop a leave category showing as an accrual, then the rate of accrual needs to be set as zero, otherwise the leave category will keep on accruing.

Getting started

Add a leave allowance template
  1. Click the Business Settings menu.
  2. Click the Payroll Settings submenu.
  3. Click the Leave Allowance Templates button.
  4. Click the Add button.
    Leave_1.jpg
  5. Complete the following fields:
    • Template name.
    • Leave year should start on.
  6. Select the leave categories that need enabling.
    Leave_2.jpg
  7. In the Leave Allowance section, select Override to determine if an allowance can be overridden or not. If this is un-ticked, the fields will be blocked and cannot be changed. If you select the override option, then you can change the original settings and rate of accrual from the original set-up of the leave category.
  8. Click the Save button.
    Leave_3.jpg

Daily activities

Viewing assigned employees
  1. Click the Business Settings menu.
  2. Click the Payroll Settings submenu.
  3. Click the Leave Allowance Template button.
  4. Click the Employees button.
    Leave_9.jpg

    Helpful Hint

    You will now see the list of employees assigned to this template displayed on your screen.

    Leave_10.jpg

Editing data

Editing a leave allowance template
  1. Click the Business Settings menu.
  2. Click the Payroll Settings submenu.
  3. Click the Leave Allowance Template button.
  4. Click on the leave allowance template that needs editing.
    Leave_4.jpg
  5. Edit the following fields if needed:
    • Template name.
    • Leave year should start on.
  6. Select the leave categories that need enabling.
    Leave_2.jpg
  7. In the Leave Allowance section, select Override to determine if an allowance can be overridden or not. If this is un-ticked, the fields will be blocked and cannot be changed.
  8. Click the Save button.
    Leave_3.jpg
  9. Click the Ok button.
    Leave_5.jpg

Data management

Cloning a leave allowance template
  1. Click the Business Settings menu.
  2. Click the Payroll Settings submenu.
  3. Click the Leave Allowance Template button.
  4. Click the Clone button.
    Leave_6.jpg
  5. Edit the following fields if needed:
    • Template name.
    • Leave year should start on.
  6. Select the leave categories that need enabling.
    Leave_2.jpg
  7. In the Leave Allowance section, select Override to determine if an allowance can be overridden or not. If this is un-ticked, the fields will be blocked and cannot be changed.
  8. Click the Save button.
    Leave_3.jpg

Deleting data

Deleting a leave allowance template
  1. Click the Business Settings menu.
  2. Click the Payroll Settings submenu.
  3. Click the Leave Allowance Template button.
  4. Click the Delete button.
    Leave_7.jpg
  5. Click the OK button.
    Leave_8.jpg

Watch the training video

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