Overview
Employee leave management is the processes and policies designed for your business to handle requests for time-off for staff leave, inclusive of vacation, holidays, sick leave, and parental leave. A successful employee leave management system will provide a fair and accurate way to manage these requests and guarantees that your organisation takes care of both your employees' needs and your company's legal requirements.
The Leave Request feature within an employee's personnel file enables you to view all the leave requests associated with this employee. This means you can easily see what leave they have approved, declined or pending, allowing you to plan out your team resourcing requirements.
Important
The Standalone HR features described in this article are currently in closed beta. If you would like access to these features, please let your sales representative know and they will turn this functionality on for your organisation.
Getting Started
Availability
| HR Plan: | Standard | Premium | Platinum |
Adjusting an employee's leave balance
- Click the Personnel menu.
- Click the Employees submenu.
- Select the employee whose balance needs adjusting.
- Click the Leave Requests tab.
- Click the Adjust Leave button.
- Complete the following fields:
- New balance.
- Reason.
- Click the Adjust button.
Maintain
Availability
| HR Plan: | Standard | Premium | Platinum |
Viewing an employee's leave details
- Click the Personnel menu.
- Click the Employees submenu.
- Select the employee whose leave details you wish to view.
- Click the Leave Details tab.
- Click the Leave Details tab.
Helpful Hint
You will now see the employees leave details on your screen.
Viewing an employee's leave balance history
- Click the Personnel menu.
- Click the Employees submenu.
- Select the employee whose leave balance history you wish to view.
- Click the Leave Details tab.
- Click the Leave Details tab.
- Select the required leave category.
Helpful Hint
You will now see the employees balance history on your screen.
Viewing an employee's leave requests
- Click the Personnel menu.
- Click the Employees submenu.
- Select the employee whose leave you wish to view.
- Click the Leave Details tab.
- Click the Leave Request tab.
Helpful Hint
You will now see the employees leave request on your screen.
Availability
| HR Plan: | Standard | Premium | Platinum |
| Payroll Plan: | Standard | Premium | |
Viewing my leave balance
- Click the Personnel menu.
- Click the Employees submenu.
- Select the employee whose leave you wish to view.
- Click the Leave Requests tab.
Availability
| HR Plan: | Standard | Premium | Platinum |
Viewing my leave balance
- Click the Personnel menu.
- Click the Employees submenu.
- Select the employee whose leave you wish to view.
- Click the Leave Requests tab.
Further information
Availability
| HR Plan: | Standard | Premium | Platinum |
Definitions: Leave status
| Pending | Your leave is waiting for your manager to approve. |
| Approved | Your manager has approved your leave. |
| Partially approved | One of the two required managers has approved a two-level leave request. |
| Declined | Your manager has rejected your leave request. |
Definitions: Clock symbols
| Created at | Provides a timestamp of the leave request creation date. |
| Approved by | Provides the name of the user that approved the request. |
| Approved at | Provides the date and time of approval |
Definitions: Symbols
| Icon | Name | Description |
|---|---|---|
| Message | This means the employer has left a note regarding this leave request. |
Availability
| HR Plan: | Standard | Premium | Platinum |
| Payroll Plan: | Standard | Premium | |
Definitions: Leave status
| Pending | Your leave is waiting on your manager to approve. |
| Approved | Your manager has approved your leave. |
| Partially approved | One of the two required managers has approved a two-level leave request. |
| Declined | Your manager has rejected your leave request. |
Definitions: Clock symbols
| Created at | Provides, a timestamp of the leave request creation date. |
| Synced at | Provides a timestamp of when the leave request tried to sync with Employment Hero Payroll. |
| Sync successful | States whether the synchronisation of the leave request between Employment Hero and Employment Hero Payroll has been successful. |
| Edited at | Provides a timestamp of the last edit done to the leave request after a previous Employment Hero Payroll synchronisation attempt. |
Definitions: Symbols
| Icon | Name | Description |
|---|---|---|
| Blue clock | Used for pending or declined leave requests that have not synchronised with Employment Hero Payroll. | |
| Green clock | Used for approved leave requests that have synchronised with Employment Hero Payroll. | |
| Red clock | Used for approved leave requests that have not synchronised with Employment Hero Payroll. | |
| Orange clock | Used for pending, approved, or declined leave requests that have had changes made to them after being synchronised with Employment Hero Payroll. | |
| Aeroplane | You can use the Aeroplane symbol to see if a leave request includes public holidays. The Aeroplane symbol will only show next to approved leave requests. | |
| Message | This means the employee has left a note regarding this leave request. | |
| Download | This means the employee has attached a file to this leave request. | |
| Exclamation | Used to alert an Admin that the employee has entered leave hours for a public holiday. |
Availability
| HR Plan: | Standard | Premium | Platinum |
Definitions: Leave status
| Pending | Your leave is waiting on your manager to approve. |
| Approved | Your manager has approved your leave. |
| Partially approved | One of the two required managers has approved a two-level leave request. |
| Declined | Your manager has rejected your leave request. |
Definitions: Clock symbols
| Created at | Provides, a timestamp of the leave request creation date. |
| Synced at | Provides a timestamp of when the leave request tried to sync with Employment Hero Payroll. |
| Sync successful | States whether the synchronisation of the leave request between Employment Hero and Employment Hero Payroll has been successful. |
| Edited at | Provides a timestamp of the last edit done to the leave request after a previous Employment Hero Payroll synchronisation attempt. |
Definitions: Symbols
| Icon | Name | Description |
|---|---|---|
| Blue clock | Used for pending or declined leave requests that have not synchronised with Employment Hero Payroll. | |
| Green clock | Used for approved leave requests that have synchronised with Employment Hero Payroll. | |
| Red clock | Used for approved leave requests that have not synchronised with Employment Hero Payroll. | |
| Orange clock | Used for pending, approved, or declined leave requests that have had changes made to them after being synchronised with Employment Hero Payroll. | |
| Aeroplane | You can use the Aeroplane symbol to see if a leave request includes public holidays. The Aeroplane symbol will only show next to approved leave requests. | |
| Message | This means the employee has left a note regarding this leave request. | |
| Download | This means the employee has attached a file to this leave request. | |
| Exclamation | Used to alert an Admin that the employee has entered leave hours for a public holiday. |
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