Managing leave categories via the payroll platform

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 HR+PY 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: How do I manage my organisation's leave categories? | HR Platform.

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 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.
  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's 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

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