Update leave categories from Payroll classic to HR classic

Available for the following HR classic plans: Standard, Premium, Platinum
Available for the following user access levels: Employee, Manager, Admin

Leave types allow your employees to submit time off against a pre-defined criteria. The Leave Category feature allows you to synchronise the leave categories created on your payroll classic platform and make them selectable in the HR classic platform. Employment Hero will then have the latest payroll configuration data, meaning you will have the correct information in the HR classic platform.

Important

For all payroll-connected organisations, leave types are now managed through your payroll classic platform. If your organisation uses the HR classic platform as a standalone, meaning you are not connected to a payroll platform, please refer to this article: Manage leave categories for HR-only organisations.

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Daily activities

Update leave categories from Payroll in HR
  1. Log into your HR classic Platform.
  2. Click the  Settings menu.
  3. Under Payroll Settings, click the Leave Types submenu.
  4. Click the Update From Payroll button.
    screenshot of the leave categories screen, with a highlight on the update from payroll button

    Helpful Hint

    You will now see an updated list of your leave categories from your payroll classic platform. A category with a red exclamation point icon means it is disabled. 

    screenshot of the screen showing updated leave categories from payroll

Further information

Ongoing synchronisation with the payroll classic platform

Once you have connected your payroll and HR platforms, HR classic becomes the source of truth for your company settings, payroll settings, and employee file data. To read further details on how to manage leave categories on Payroll classic, refer to the following article.

When you first connect the two platforms, HR classic will pull the data from Payroll classic, such as your leave category data. Any changes to leave categories after the initial integration requires you to update your pay schedule data manually.

When an admin deletes a leave category on HR classic, Employment Hero will synchronise this deletion of the leave category from HR to payroll to ensure that both platforms are aligned. 

Why does the leave type show as disabled?

HR classic will show a leave type as disabled if the data no longer exists on Payroll classic. You can not delete disabled pay categories if you have used them previously in HR classic. This is for platform data accountability and to make sure that when you use the Audit Trail feature, we display the correct history of changes that occurred in the platform.

How can I create or edit leave types?

You can create, edit, and manage leave categories in your payroll classic platform.

Can I still manage leave requests in the HR classic platform?

You can still manage leave in the HR classic platform. It is only the leave categories that need to be managed in the payroll classic platform.

Explore related content

  • Update pay schedulesThis feature lets you sync the latest pay schedule data from your payroll platform over to Employment Hero.
  • Update pay categories This feature lets you sync the latest pay category data from your payroll platform over to Employment Hero.
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