To begin with, you will need to create the time off categories you want your employees to take instead of hours. There is no limit to the amount of categories that you can create; this is because the platform allows you to assign categories per employee. These new categories 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 holiday 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 holiday 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.
    

Once you have created your time off categories, you will need to create your time off allowance templates. These allow you to group multiple time off categories together and set the rate at which each time off type accrues time off in days or weeks. There is no limit to the amount of templates that you can create; this is because the platform allows you to assign templates per employee. The steps on how to undertake this are:

1. Log into Employment Hero.
2. Click the Business Settings menu.
3. Click the Payroll Settings submenu.
4. Click the time off Allowance Templates button.
5. Click the Add button.
    
6. Complete the following fields:
   • Template name.
   • time off year should start on.
7. Select the required time off categories.
    
8. In the time off Allowance section, use the override toggle switch to change the data if required.
9. Click the Save button.
    

Since the HR Classic platform is the source of truth for information such as company settings, payroll settings, and employee file data; it will require you to re-synchronise your platforms to import the new allowance templates. The steps on how to undertake this are:

1. Log into Employment Hero.
2. Click the   Settings menu.
3. Click the time off Allowance Template submenu.

4. Click the Update From Payroll button.
   
   
    

   Helpful Hint

   The time off Allowance Template page will now show a grey Updated button and means the HR Classic platform has successfully imported your time off allowance templates from your Payroll Classic platform.

    

In order for you to apply the new time off allowance template to your employees, you will need to update their pay details. Once you have updated their details, the HR Classic platform will automatically synchronise the changes with the Payroll Classic platform. The steps on how to undertake this are:

1. Log into Employment Hero .
2. Click the   People menu.
3. Click the People list submenu.
4. Select the employee that needs a time off allowance template updated.
5. Click the Pay Details tab.
6. Click the Salary History tab.
7. Click the Action button.
8. Click the Edit button.
    
9. In the time off Allowance field, select the required time off Allowance Template option.
10. Complete the Change Reason field.
11. Click the Save button.