To begin with, you will need to create the time off types you want your employees to take instead of hours. There is no limit to the number of types that you can create; this is because the platform allows you to assign types per employee. These new types can be in days or weeks. The steps on how to undertake this are:

1. Log into Employment Hero.
2. Click the Settings menu.
3. 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.
     • Select Track balance accruals and time off taken if you want to add a policy to your time off type. A policy determining the balance and rules that should be assigned to the time off type If track balance accruals and time off taken is selected, the time off type in payroll automatically becomes an Entitlement Based Time off type.
     • Select Only track time off taken if you do not wish to track a balance against this time off type. If Only track time off taken is selected, the time off type in payroll automatically becomes a standard time off type.
   • Unit Type
     • Select Days if your employees take their time off in days.
     • Select Hours if your employees take their time off in hours.
6. Select whether to Show time off after confirmed date.
7. Select whether a Time off reason is required.
8. Click the Save button.
9. To add a time off policy, complete the following fields:
   • Time Off Policy Name
   • Accrual Starts
   • Amount Accrued
10. Add an additional tier if you award an additional balance to your employees based on length of service.
    • Carry Over Amount - choose from None, Unlimited or up to X number of days
    • Carry-Over Date (Note: your vacation calendar year will default here) 
    • Pro-Rata for Part Time/Casual Employees (select this option if you want your part-time workers to receive a pro-rated amount of time off) 
    • Time Off Balance for New Employees
      • Select Do not apply time off balance to employees on assignment if you want to manually assign balances to your new employees
      • Select Apply full balance amount on employee assignment if your employees should receive the full amount of time off assigned to this policy
      • Select Apply a pro rata amount on employee assignment if you want your employees to receive a pro-rated time off entitlement based on their start date in the current vacation calendar year (Note: the calculation is based on calendar days in a year) 
11. Click the Save button.

12. 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.

13. Click the Save button.