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Create a note/documents-required time off type

Updated

Available for the following EmploymentOS plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following user access levels: Admin

If you want to mandate time off requests being accompanied by supporting documentation, such as sick time off accompanied by a medical certificate, you can create a notes/documents required time off type.

This article explains how to:

 

 

Create a note-required time off type

Create a note-required time off type
  1. Log into your Employment Hero platform.
  2. Click the   Settings menu.
  3. Under Payroll Settings, click the Time Off Settings submenu.
  4. Click the + Add Time Off Type button.
  5. Complete the following fields:
    • Time Off Type Name.
    • Time Off Balance Tracking
    • Time Off Type Setup
    • Unit Type
    • Do you want to apply time off rounding rules?
    • Require an end date on time off request submission.
    • Return to work form (optional)
    • Require comments or documents on time off request submission? - tick Notes Required.
  6. Tick Require notes or documents on time off request submission?
  7. Under Other Settings, select the following:
    • Time off reason required
    • Include in Bradford factor calculation
    • Prevent negative time off balances
    • Hide balances from pay stubs
    • Hide accruals from pay stubs
  8. Click the Save button.
  9. To add a time off policy, complete the following fields:
    • Time Off Policy Name.
    • Accrual Details:
      • Accrual Starts.
      • Amount Accrued.
    • Carry Over Amount.
    • Carry Over Date.
    • Pro Rata for Part Time/Casual Employees.
    • Time Off Balances for New Employees. 
  10. Click the Save button.

  11. To assign the policy to certain employees, drag their name from the Available column to the Selected column.

    Helpful Hint

    You can click the >> button to move all employees to the Selected column.

  12. Click the Save button.
  13. When your employees now add a new time off request using the notes/documents required time off type, the notes/documents field will be mandatory to complete.

Create a documents-required time off type

Create a document-required time off type
  1. Log into your Employment Hero platform.
  2. Click the   Settings menu.
  3. Under Payroll Settings, click the Time Off Settings submenu.
  4. Click the + Add Time Off Type button.
  5. Complete the following fields:
    • Time Off Type Name.
    • Time Off Balance Tracking
    • Time Off Type Setup
    • Unit Type
    • Do you want to apply time off rounding rules?
    • Require an end date on time off request submission.
    • Return to work form (optional)
    • Require comments or documents on time off request submission? - tick Documents Required. 
    • Under Other Settings, select the following:
      • Time off reason required
      • Include in Bradford factor calculation
      • Prevent negative time off balances
      • Hide balances from pay stubs
      • Hide accruals from pay stubs
  6. Click the Save button.
  7. To add a time off policy, complete the following fields:
    • Time Off Policy Name.
    • Accrual Details:
      • Accrual Starts.
      • Amount Accrued.
    • Carry Over Amount.
    • Carry Over Date.
    • Pro Rata for Part Time/Casual Employees.
    • Time Off Balances for New Employees. 
  8. Click the Save button.

  9. To assign the policy to certain employees, drag their name from the Available column to the Selected column.

    Helpful Hint

    You can click the >> button to move all employees to the Selected column.

  10. Click the Save button.
  11. When your employees now add a new time off request using the notes/documents required time off type, the notes/documents field will be mandatory to complete.

Helpful Hint

You can select both Notes Required and Documents Required for the same leave time if you​ would like your employees to add a note regarding their time off request and also require a document to be uploaded to their time off request.

Further information

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