How do I view leave balance visibility?

Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR classic plans: Standard, Premium, Platinum
Available for the following Payroll classic plans: Standard, Premium
Available for the following user access levels: Manager, Admin

Organisations may have requirements where employees should have visibility on certain leave categories, whereas other categories they may need this visibility disabled. If this is the case for your organisation, then the payroll classic platform allows you to configure what balances an employee will see in both their pay slips and within the leave feature on Employment Hero.

What you need to do

There are two steps that an administrator needs to complete when setting employee leave balance visibility. An administrator needs to complete these actions on both Employment Hero and Payroll classic platforms. The two steps are:

Warning

If you create a new leave category or update an existing one but do not enable it within your Leave Allowance Template, it will not be available to select form on Employment Hero.

Step 1: Setting leave balance visibility

Important

You will need to repeat the following steps for each leave category that needs its accrued leave visibility changed.

To begin with, you will need to edit your leave categories and select what visibility your employees will have regarding the accrued leave balance. The steps on how to undertake this are:

  1. Log into your Employment Hero Payroll classic platform.
  2. Click the Business Settings menu.
  3. Click the Payroll Settings submenu.
  4. Click the Leave Category button.
  5. Click the Leave Category that needs a leave balance hidden.
    Balance__UK__1.jpg
  6. Choose from the following three options in the Employee Leave Balance section:
    • Hide accruals for pay slips.
  7. Helpful Hint

    Select this option if you do not wish to allow employees to see the amount of leave accrued for this leave category within a pay run on their pay slip.

    • Hide balance from pay slips and in the leave feature.

    Helpful Hint

    Select this option if you do not wish to allow employees to see the balance of this leave category on their pay slips or in the leave feature within Employment Hero.

    • Hide leave category name from the employee view.

    Helpful Hint

    Selecting this option will remove the display of the leave category from the employees' calendar view. The employee will only see which employee is on leave, but not the leave type they are taking.

  8. Click the Save button.
    Balance__UK__2.jpg
Step 2: Importing the leave category

Warning

Inactive leave categories are still visible to administrators within Employment Hero.

Since Employment Hero is the source of truth for information such as company settings, payroll settings, and employee file data; it will require you to re-synchronise your platforms, to import the updated leave category settings. The steps on how to undertake this are:

  1. Log into  Employment Hero.
  2. Click the   Settings menu.
  3. Click the Leave Categories submenu.
  4. Click the Update From Payroll button.
    Balance_3.jpg

    Helpful Hint

    The Leave Categories page will now show a grey Updated button and means Employment Hero has successfully imported your leave categories from the payroll classic platform.

    Balance_4.jpg

Explore related content

  • How do I update pay schedules? This feature is where you can sync the latest pay schedule data from your payroll classic platform over to Employment Hero.
  • How do I update pay categories? This feature is where you can sync the latest pay category data from your payroll classic platform over to Employment Hero.
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