Available for the following Payroll plans: Standard, Premium
Available for the following user access levels: Manager, Admin
The Leave Category feature allows you to create a new leave category, determine what type it will fall under, choose a payment setup, and what leave loading rates will apply. This feature also allows you to edit any of the information if it changes and delete a category if it is no longer relevant.
Important
If you are an Employment Hero and payroll classic-connected client, from October 2023, you will be notified about our new integrated feature where HR will be your source of truth for all Leave settings. If you have been migrated to the new platform, then the article you need for managing leave categories is: Manage my organisation's leave categories.
Getting started
- Log into your Employment Hero Payroll classic platform.
- Click the Business Settings menu.
- Click the Payroll Settings submenu.
- Click the Leave Category button.
- Click the Add button.
- Complete the following fields:
- Name.
- External ID.
- Leave loading.
- Leave category type:
- Standard (To be used for employees that accrue leave on an hours per hour worked or hours per pay-run basis).
- Statutory sick leave.
- Statutory maternity leave.
- Statutory adoption leave.
- Statutory paternity leave.
- Statutory Parental bereavement leave.
- Entitlement Based Leave.
- Employee leave balance:
- Tracked Automatically accrues.
- Exclude from termination payout.
- Apply negative balances on termination.
- Hide accruals from pay slips.
- Hide balances from pay slips and in employee platform.
- Hide leave category name from employee view.
- Not tracked Hide leave category name from employee view)
- Unit Type: (Hours, Days, Weeks)
- Payment setup:
- Basic.
- Do not pay for the leave taken.
- Report the earnings for the leave taken against another pay category.
- Custom.
- Click the Save button.
- Log into your Employment Hero Payroll classic platform.
- Click the Business Settings menu.
- Click the Payroll Settings submenu.
- Click the Leave Category button.
- In the Leave should start on field; select either:
- Employee's start date.
- The following date.
- Click the Save button.
Editing data
- Log into your Employment Hero Payroll classic platform.
- Click the Business Settings menu.
- Click the Payroll Settings submenu.
- Click the Leave Category button.
- Click on the leave category that needs editing.
- Make the required changes and click the Save button.
Deleting data
- Log into your Employment Hero Payroll classic platform.
- Click the Business Settings menu.
- Click the Payroll Settings submenu.
- Click the Leave Category button.
- Click the Delete button.
- Click the OK button.
Watch the training video
Explore related content
- Manage your organisation's expense categories This feature allows you to create a new expense category and include details such as the tax code and tax rate.
- Manage pay categories This feature allows you to create a new pay category and define the unit of accrual, rate loading, and payment classification
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