Create and manage occupational time off types

You can find a video tutorial here.

1. Log into Employment Hero.
2. Click Settings.
3. Click the Time Off menu option.
4. Click the Time Off Category tab. 
5. Click the Add Time Off Type button.
   
6. Complete the following fields:
   • Time Off Type Name - add your custom name.
   • Time off Balance Tracking - select Track balance accrual and time off taken.
   • Time Off Type Set up- select Occupational time off.
   • The occupational time off type field dynamically appears:
     • Time off is at the default value of Sick if you wish to create an Occupational Sick Leave (Statutory Sick Pay) (OSL) type.
     • Change this to Maternity if you wish to create an Occupational Maternity Time off (OML) type.
   • The Unit Type and Require an end date on time off request submission fields dynamically disappear as they cannot be configured for Occupational time off.
   • The remaining fields can be configured at your discretion. 
7. Click the Save button.
   

You can find a video tutorial here.

1. Following on from the previous step, add Time Off Policy Name.
2. Under the Pay Bands section, complete the % of income value for the pre-existing Pay Band 1. This is the percentage of salary to be paid to the employee for that particular band.
3. (optional) Click on Add Pay Band.
4. (optional) Enter the % of income for any additional pay bands.
5. (optional) Delete any of the additional pay bands if needed.
6. Accrual Starts: Enter the number of years/months that the accrual of occupational sick time off will commence (e.g. 0 years after start date if the employee is entitled to occupational sick pay from day 1 of employment).
7. Amount Accrued: Enter the number of days entitlement at each percentage against each pay band.
8. Select Pay Statutory Sick Pay (SSP) on top of this payment. Time off this unselected if you want SSP records to be automatically created and offset against occupational sick pay (OSP).
9. (optional) Click Add Tier if you award an additional balance to your employees based on length of service, then repeat steps 6–8 for additional tiers.
10. (optional) Delete any of the additional pay bands if needed.
11. Unpaid days at the start of sick period: Enter the number of days at the start of each sickness period that will not be paid.
12. Days worked before recalculating: The number of days the employee has to work before OSP can become payable again. If you enter 5, after the employee has had a period of sickness then returned to work, the employee would need to work 5 days before they can be off sick and paid for the sickness.
13. Click Save.
    
14. Assign this time off type to your employees by sliding across the employees you wish to add to the Selected column. You can click the >> button to move all employees to the Selected column.
    
15. Click the Save button.

Once the time off type and policy is saved in HR, it will be synchronised to Payroll. Future edits to this time off type can be made in HR.

You can find a video tutorial here.

1. Add Time Off Policy Name.
2. Under the Pay Bands section, complete the % of income value for the pre-existing pay band 1. This is the percentage of salary to be paid to the employee for that particular band.
3. (optional) Click on Add Pay Band.
4. (optional)Enter the % of income for any additional pay bands.
5. (optional) Delete any of the additional pay bands if needed.
6. Accrual Starts: Enter the number of years/months that the accrual of occupational maternity time off will commence (e.g. 0 years after start date if the employee is entitled to occupational maternity pay from day 1 of employment).
7. Amount Accrued: Enter the number of days entitlement at each percentage against each pay band.
8. Configure Pay Statutory Maternity Pay (SMP) on top of this payment. Time off this unselected if you want SMP records to be created automatically and offset against occupational maternity pay (OMP).
9. (optional) Click Add Tier if you award an additional balance to your employees based on length of service, then repeat steps 6–8 for additional tiers.
10. (optional) Delete any of the additional pay bands if needed.
11. Click the Save button.
    
12. Assign this time off type to your employees by sliding across the employees you wish to add to the Selected column. Assign individual employees by using the drag and drop method, or assign all employees by clicking on the double arrows to the right.
    
13. Click the Save button.

1. Log into Employment Hero.
2. On the left-hand side menu, click on the Time option.
3. Click Time Off Management.
4. Click the + Add New Time Off Request button.
5. In the Create Time Off Request pop-up box, add the following details:
   • Who is this time off request for?
   • Personnel.
   • Time off type - select the occupational time off type you wish to request.
   • Start date.
   • Time off duration.
   • End date.
   • Note (optional).
   • File upload.
6. Click the Approve button.
   

1. Log into Employment Hero.
2. Click the Settings option on the left-hand side menu.
3. Click the Time Off Settings option.
4. Click the Advanced Settings tab.
5. Choose between a 12 or 24 month sickness rolling period for occupational time off entitlements.
6. With a 12 month rolling period, the platform will look at the 12 months immediately before today’s date (or the start date of a time off request) to calculate time off balances.
   

1. Log into Employment Hero.
2. Click the Time option on the left-hand side menu.
3. Click the Time Off Management option.
4. Click the Time Off Balances tab.
5. The remaining balance will be displayed in the "Remaining" column.