Create leave requests within a pay run

Available for the following Payroll plans: Standard, Premium

Overview

The Pay Run Leave Request allows you to add leave requests for an employee during a pay run. You can also use this feature to delete previously applied employees taken leave lines.

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

Getting started

Applying a leave request

Helpful Hint

If an employee changes their leave dates during a pay run and you approve of the change, you can follow this process to apply the leave request.

  1. Click the Pay Run menu.
  2. Click on a pay run that needs a leave request applied.
    Leave_1.jpg
  3. Click on the Leave Requests tab.
  4. Complete the following fields:
    • From date.
    • To date.
    • Units.
  5. Click the Actions button.
  6. Click the Apply button.
    Screenshot of leave requests tab, highlighting apply button

Manually applying a leave request
  1. Click the Pay Run menu.
  2. Click on a pay run that needs a leave request applied.
    Leave_1.jpg
  3. Click on the Leave Requests tab.
  4. Click the Actions button.
  5. Click the Mark as Applied Manually button.
    Screenshot of leave requests tab, highlighting mark as applied manually button
Bulk applying leave requests
  1. Click the Pay Run menu.
  2. Click on a pay run that needs leave requests applied in bulk.
    Leave_1.jpg
  3. Click on the Leave Requests tab.
  4. Complete the following fields:
    • Employee selection tick box.
    • Leave category
    • First day.
    • Last day.
    • Units.
  5. Click the Bulk Apply button.
    Screenshot of leave requests tab, highlighting bulk apply button 

Maintain

Deleting a leave request

Helpful Hint

If an employee changes their leave dates during a pay run but you do not approve of the change, you can follow this process to delete the leave request.

  1. Click the Pay Run menu.
  2. Click on the pay run that needs an employee taken leave line removed.
    Leave_9.jpg
  3. Click on the employee's name who needs an employee taken leave line removed.
    Leave_6.jpg
  4. Click the Delete button next to the leave that requires removal.
    Leave_8.jpg
  5. Click the Delete button.
    Leave_7.jpg
Removing a manually applied leave request
  1. Click the Pay Run menu.
  2. Click on a pay run that needs a manually applied leave request removed.
    Leave_1.jpg
  3. Click on the Leave Requests tab.
  4. Click the Actions button.
  5. Click the Undo button.
    Screenshot of leave requests tab, highlighting undo button

Watch the training video

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