Managing leave categories | Payroll Web Platform

Leave categories are the means through which your employees can submit time off against a pre-defined category. These pre-defined categories allow you to track what type of leave your employees are taking and the balance they have accrued, giving your organisation the means to manage and report on employee leave within your business.

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

Any changes made to your leave categories will need syncing over to your HR platform. To read further details on how to undertake this, refer to the following article.

Availability

Payroll Plan:   Standard   Premium

Getting started

Add a leave category
  1. Log into your Employment Hero Payroll platform.
  2. Click the   Business Settings menu.
  3. Click the Payroll Settings submenu.
  4. Click the   Leave Category button.
  5. Click the Add button.
    UKLeaveCategory_1.jpg
  6. 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 hours 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 (to be used for employees that receive their leave balance upfront at the beginning of a holiday calendar year. See the Author Recommended Section for more information on this leave type) 
    • Employee leave balance:
      • Tracked (xclude from termination payout, Apply negative balances on termination, Hide accruals from pay slips, Hide balances from pay slips and in employee portal, 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.
  7. Click the Save button.
    leave_categories_2.jpg
Set up your leave start date
  1. Log into your Employment Hero Payroll platform.
  2. Click the   Business Settings menu.
  3. Click the Payroll Settings submenu.
  4. Click the   Leave Category button.
  5. In the Leave should start on field, select either:
    • Employee start date.
    • The following date.
  6. Click the Save button.
    leave_categories_3.jpg

Editing data

Edit a leave a category
  1. Log into your Employment Hero Payroll platform.
  2. Click the   Business Settings menu.
  3. Click the Payroll Settings submenu.
  4. Click the   Leave Category button.
  5. Click on the leave category that needs editing.
    UKLeaveCategory_4.jpg
  6. Make the required changes and click the Save button.
    leave_category_5.jpg

Deleting data

Delete a leave category
  1. Log into your Employment Hero Payroll platform.
  2. Click the   Business Settings menu.
  3. Click the Payroll Settings submenu.
  4. Click the   Leave Category button.
  5. Click the   Delete button.
    leave_category_delete__1_.jpg
  6. Click the OK button.
    leave_category_5__1_.jpg

Watch the training video

leave_cat.png

Author recommended

So you have now managed your leave categories and you are now wondering, what next can I do. There are two recommendations I would make on this front and they are:

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