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.
The Leave Category feature allows you to create a new leave category, determine what type it will fall under, choose a payment setup, and what leave loading rates will apply. This feature also allows you to edit any of the information if it changes and delete a category if it is no longer relevant.
Important
Any changes made to your leave categories will need syncing over to your HR platform. To read further details on how to undertake this, refer to the following article.
Availability
| Payroll Plan: | Standard | Premium |
Getting started
The below premises will walk you through how to add a leave category and set your leave start date.
- Log into your Employment Hero Payroll platform.
- Click the Business Settings menu.
- Click the Payroll Settings submenu.
- Click the Leave Category button.
- Click the Add button.
- 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.
- Do not pay for the leave taken.
- Report the earnings for the leave taken against another pay category.
- Custom.
- Click the Save button.
- Log into your Employment Hero Payroll platform.
- Click the Business Settings menu.
- Click the Payroll Settings submenu.
- Click the Leave Category button.
- In the Leave should start on field, select either:
- Employee start date.
- The following date.
- Click the Save button.
Maintain
The below premises will walk you through how to edit and/or delete a leave category.
- Log into your Employment Hero Payroll platform.
- Click the Business Settings menu.
- Click the Payroll Settings submenu.
- Click the Leave Category button.
- Click on the leave category that needs editing.
- Make the required changes and click the Save button.
- Log into your Employment Hero Payroll platform.
- Click the Business Settings menu.
- Click the Payroll Settings submenu.
- Click the Leave Category button.
- Click the Delete button.
- Click the OK button.
Watch the training video
Author recommended
So you have now managed your 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:
- Payroll platform: Management expense categories This feature allows you to create a new expense category and include details such as the tax code, tax rate and external ID.
- Payroll platform: Managing pay categories This feature allows you to create a new pay category and define the unit of accrual, super rate, rate loading and payment classification
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