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Manage entitlement-based leave types

Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following user access levels: Manager, Admin

Entitlement-based leave means employees will accrue leave in advance on a monthly or yearly basis.

This article explains how to:

 

 

Add an entitlement-based leave type

Adding an entitlement-based leave type
  1. Log into Employment Hero.
  2. Click on the Settings option in the left-hand side menu.
  3. Under the Payroll Settings subheading, click on Leave Settings.
  4. Click on Add Leave Type button.
    screenshot of where to click on the add leave type button, with the button highlighted in red
  5. Add the Leave Type Name.
    AIO UK entitlement leave type name.png
  6. Select Entitlement-based in the leave type setup options.
    AIO UK entitlement based leave type.png
  7. In Return to work form (optional) select if you want to add the following settings:
    • Include a return to work for this leave category
    • Leave reason required.
  8. Click Save.
  9. Next, you will need to add a Leave Policy.
  10. Add the Leave Policy Name.
    screenshot of where to click on the add leave policy name, with the field highlighted in red

  11. Add the Accrual Details. Add the following:

    • When the accrual starts
    • The amount accrued.
      screenshot of where to select the accrual details option, with the field highlighted in red

    Helpful Hint

    If you want to add another tier, click the + Add Tier button.

  12. Under Limited, add the following:

    • Not limited
    • Limited to.
      screenshot of where to select the limited option, with the field highlighted in red

    Helpful Hint

    Limited refers to the maximum amount of leave that an employee will be able to accrue.

  13. Under Carry-over amount, select the following:
    • Unlimited
    • Up to
    • None.
      screenshot of where to select the carry over amount, with the field highlighted in red
  14. In Carry-over date, select the date and the month that the leave will be carried over.
  15. In Forfeiture, select the following:
    • No forfeiture
    • All carry-over forfeited
    • Fixed amount.
      screenshot of where to select the forfeiture amount, with the field highlighted in red
  16. Click Save.
    screenshot of where to click on the save button with the button highlighted in red
  17. Assign this leave type to your employees by sliding across the employees you wish to add to the Selected column.
    screenshot of where to slide the employees you want to add to the combination leave type to the selected column
  18. Click Save.

Enable leave rounding with entitlement-based leave

Enable leave rounding

Warning

Leave rounding will only work with entitlement-based leave, in hours or days (not weeks), and accrues annually. Carryover leave is not rounded up. 

  1. Log into Employment Hero.
  2. Click on the Settings option in the left-hand side menu.
  3. Under the Payroll Settings subheading, click on Leave Settings.
  4. Click on the Advanced Settings tab.
    click on advanced leave settings tab
  5. Select the leave rounding option - 0.5 day or whole day.
    select the leave rounding option
  6. Click on the Leave Category tab.
    click on leave category tab
  7. Find your entitlement-based leave type and click on the 3 dots in the top right-hand corner.
    on entitlement based leave type click on the 3 dots
  8. Click on Edit. 
    oon entitlement based leave type click on edit
  9. Tick Yes I want to apply leave rounding rules.
    tick yes I want to apply leave rounding rules
  10. Click on Save.
    click on save to edit entitlement based leave
View rounded leave in the Leave Balance History
  1. Log into Employment Hero.
  2. Click on People option in the left-hand side menu.
  3. Click on People list.
  4. Choose the employee whose rounded leave you would like to view.
  5. In Employment Records, click on Leave Details. 
    Click on leave details
  6. Scroll to the bottom of the Leave Details section to view the Leave Balance History. 
  7. From the dropdown menu, select Entitlement-based leave. 
    select entitlement based leave from the dropdown menu 
  8. Here you will see where Employment Hero has rounded up the leave to a full or half-day.