Enable time off in days or weeks

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 in to your Employment Hero Payroll classic platform.
2. Click the Business Settings menu.
3. Click the Payroll Settings submenu.
4. Click the Time off Category button.
5. Click the Add button. (Note: The panel opens up below your existing categories.)
    
6. Select the Standard Days or Weeks Per Year option from the Standard Allowance drop-down.
7. Complete the following fields:
   • Name
   • External ID
   • Time off loading
   • Time off category type:
     • Standard
     • Statutory sick time off
     • Statutory maternity time off
     • Statutory paternity time off
     • Statutory parental bereavement time off
   • Employee time off balance:
     • Tracked
     • Not tracked
   • Payment setup:
     • Basic
     • Don't pay for the time off taken
     • Report the earnings for the time off taken against another pay category
     • Custom
8. 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 category 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 your Employment Hero Payroll classic platform.
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 Employment Hero 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 time off categories. The steps on how to undertake this are:

1. Log into Employment Hero.
2. Click the   Settings menu.
3. Click the Time off Categories submenu.

4. Click the Update From Payroll button.
   

   Helpful Hint

   The Time off Categories page will now show a grey Updated button and means Employment Hero has successfully imported your time off categories from your payroll classic platform.

    

Since Employment Hero 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 Employment Hero 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, Employment Hero 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.