Leave taken can be added during the pay run, or via leave requests.
Please note, leave must be entered via the Actions > Take Leave tab. Do not enter leave as earnings, as this will not record the leave as leave taken. If leave is entered as earnings, it will not be shown in the employee's leave balance, or in your leave reports. If the employee leaves the business, the leave balance that will be paid out will not be taken out of any leave entered as earnings. It will be more than what was entered as earnings.
This article explains how to:
Getting started
- Open the pay run containing the employee and leave you would like to add.
- Select the Actions tab in the bottom-right corner.
- Select the Take Leave option.
- Enter the following:
- Leave category
- Notes
- Units taken
Helpful Hint
Against each leave option, next to the Notes field, the platform will display how many units of the chosen leave the employee has available. If the units entered are higher than the balance available, a warning will display "This employee has taken more leave than they have accrued". They will be allowed to go into a negative leave balance, however, you can choose to only apply the number of units the employee has available, then process the remaining leave as leave without pay/unpaid leave in a separate "take leave" action.
- On the Payroll dashboard, select the Manage Employees drop-down menu.
- Select Create Requests.
- Complete the Leave request. Leave can be created for more than one employee at a time.
- Depending on your permissions, the leave request may be approved immediately after saving.
- Head to the applicable pay run and select Leave Requests.
- Leave will not be automatically added to the pay run. To apply the leave requests to the selected pay run, select the request, then select Apply. You can also apply all leave requests by selecting the Bulk Apply button.
Helpful Hint
If a leave request spans more than one pay period, you will be notified of this. In this scenario, you can override the number of units by entering the number of units applicable to that pay run. The subsequent pay run will then keep a record of units previously applied and so will then just apply the remaining units.
Further information
If you are looking for further ideas, try our community.
Explore similar topics
- Create a leave taken report: Generate a report to find out how much leave has been taken.
- Leave category management [Video]: Watch a video on how to manage leave categories.