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Manage leave categories on Payroll classic

Available for the following Payroll plans: Standard, Premium
Available for the following user access levels: Admin

Leave categories allow your employees to submit time off against a pre-defined criteria. The Leave Category feature allows you to synchronise the leave categories created on your payroll classic platform and make them selectable in Employment Hero. Employment Hero will then have the latest payroll configuration data, meaning you will have the correct information in Employment Hero.

Default leave categories will automatically synchronise from your payroll classic platform to Employment Hero. 

Important

For all payroll-connected organisations, leave categories are now managed through your payroll classic platform. If your organisation uses the HR classic platform as a standalone, meaning you are not connected to a payroll platform, please refer to this article: Manage leave categories for HR classic orgs.

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Daily activities

Update leave categories from Payroll classic
  1. Log into the payroll classic platform.
  2. Click the  Settings menu.
  3. Under Payroll Settings, click the Leave Categories submenu.
  4. Click the Update From Payroll button.
    screenshot of the leave categories screen, with a highlight on the update from payroll button

    Helpful Hint

    You will now see an updated list of your leave categories from your payroll classic platform. A category with a red exclamation point icon means it is disabled. 

    screenshot of the screen showing updated leave categories from payroll

Further information

Ongoing synchronisation with the payroll classic platform

Once you have connected your payroll classic and Employment Hero platforms, Employment Hero becomes the source of truth for your company settings, payroll settings, and employee file data.To read further details on how to manage leave categories on your payroll classic platform, refer to the following article.

When you first connect the two platforms, Employment Hero will pull the data from the payroll classic platform into Employment Hero, such as your leave category data. Any changes to leave categories after the initial integration requires you to update your pay schedule data manually.

When an admin deletes a leave category on Employment Hero, Employment Hero will syncronise this deletion of leave category from Employment Hero to payroll classic to ensure that both platforms are aligned. 

Why does the leave category show as disabled?

Employment Hero will show a leave category as disabled if the data no longer exists on your payroll classic platform. You can not delete disabled pay categories if you have used them previously in Employment Hero. This is for platform data accountability and to make sure that when you use the Audit Trail feature, we display the correct history of changes that occurred in the platform.

How can I create or edit leave categories?

You can create, edit, and manage leave categories in your payroll classic platform.

Can I still manage leave requests in Employment Hero?

You can still manage leave in Employment Hero. It's only the leave categories that need to be managed in the payroll classic platform.

Explore related content

  • Update pay schedules This feature lets you sync the latest pay schedule data from your payroll classic platform over to your Employment Hero platform.
  • Update pay categories This feature lets you sync the latest pay category data from your payroll classic platform over to your Employment Hero platform.
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