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Manage leave categories

Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR plans: Standard, Premium, Platinum
Available for the following user access levels: Employee, Manager, Admin

Leave categories allow your employees to submit time off against a pre-defined criteria. They help you track what type of leave your employees are taking and the balance they have accrued. This lets your organisation manage and report on employee leave within your business.

You can use the feature to create, edit, and delete leave categories.

Important

This article is for organisations that use the HR platform as a standalone. If you are using an HR and Payroll-connected org, please refer to this article: Managing leave categories via the HR platform | HR & Payroll connected orgs.

Getting started

Add a leave category
  1. Click the   Settings menu.
  2. Under Payroll Settings, click the Leave Categories submenu.
  3. Click the Add Leave Category button.
    screenshot of the leave categories page, highlighting the add leave category button
  4. Enter the leave category name.
  5. Click the Save button.
    screenshot of the add leave category popup, highlighting the name field and save buttons

Editing data

Edit a leave category
  1. Click the   Settings menu.
  2. Under Payroll Settings, click the Leave Categories submenu.
  3. Click the Actions button.
  4. Click the Edit button.
    screenshot of the leave categories screen, highlighting the actions and edit buttons
  5. Make the required changes.
  6. Click the Save button.
    screenshot of the edit leave category popup, highlighting the save button

Removing data

Delete a leave category
  1. Under Payroll Settings, click the Leave Categories submenu.
  2. Click the Actions button.
  3. Click the Delete button.
    screenshot of the leave categories screen, highlighting the actions and delete buttons
  4. Click the Delete button.
    screenshot of the delete confirmation popup, highlighting the delete button

Types of leave categories

List of leave categories
Please note this list gives you a guide of types of leave that can be created using the guide above, and is non-exhaustive:
  • Annual Leave
  • Carer's Leave
  • Ceremonial Leave
  • Community service Leave
  • Compassionate Leave
  • Family and Domestic Violence Leave
  • Leave Without Pay
  • Long Service Leave
  • Parental Leave
  • Personal/Carers Leave
  • RDO
  • Time in Lieu
  • Training Leave

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