Available for the following Payroll plans: Standard, Premium
When transitioning from another payroll provider to Employment Hero's Payroll platform, you may have employees that have existing Year to Date (YTD) time off balances. It is important to transfer these entitlements over to make sure your employees have the correct time off accrued.
The Opening Balances Time off Balances feature lets you select an employee file and enter their accrued YTD time off balances. You can also use this feature to clear the opening balances if you entered the wrong YTD figures in their employee file.
You will need to have your time off categories set up before you can use this feature. To read further information on how to set up time off categories, refer to this article.
Important
If you are a HR+PY connected client, from October 2023, you will be notified about our new integrated feature where HR will be your source of truth for all Time off settings.
Getting started
- Click the Employee menu.
- Click the List submenu.
- Click on the name of the employee who needs to have their time off balances added.
- Click the Opening Balances button.
- Click the Time off Balance tab.
- Enter the required time off balance figures.
- Click the Save button.
Manage data
- Click the Employee menu.
- Click the List submenu.
- Click on the name of the employee who needs to have their time off balances cleared.
- Click the Opening Balances button.
- Click the Time off Balance tab.
- Click the Clear button.
- Click the Save button.