Select your platform and then browse by platform category

Who are you and what section are you in?

Leave management as a manager on the payroll platform

Available for the following Payroll classic plans:  Standard, Premium
Available for the following user access levels: Manager, Admin

The Payroll classic leave management feature allows your managers or admins to approve or decline employee-submitted leave requests, with the ability to see the employees leave balance and any conflicting leave requests via the calendar display. 

If you use the HR platform and want to manage leave, see this article.

Important

If you are an HR and payroll classic connected client, from October 2023, you will be notified about our new integrated feature where Employment Hero will be your source of truth for all Leave settings. The article you need for leave management is: How do I manage leave?

Submit, approve, or decline leave

Submitting leave on behalf of an employee
  1. Log into your Payroll classic platform.
  2. Click the Leave menu.
  3. Click the Create Request submenu.
  4. Complete the following fields:
    • Employee.

    Important

    Enter the name of the employee who you are submitting a leave request on behalf of, do not enter the person's name who is submitting this leave request.

    • Leave category.

    Important

    The leave types available depend on what leave allowance, pay category, and award selected within the employee file. To read further details on how to view an employee's pay details, refer to the following article.

    • Notes
    • First day of leave.
    • Last day of leave.
  5. Click the Add button to add any required files.
  6. If required, select the Approve Immediately tick box.
  7. Click the Save button.
    Leave_1.jpg
Approving a leave request
  1. Log into your Payroll classic platform.
  2. Click the Leave menu.
  3. Click the Manage Requests submenu.
  4. Click the Approve button.
    Leave_4.jpg
Declining a leave request
  1. Log into your Payroll classic platform.
  2. Click the Leave menu.
  3. Click the Manage Requests submenu.
  4. Click the Decline button.
    Leave_5.jpg
  5. Enter the reason for declining and click the Decline button.
    Leave_6.jpg

Filter leave by employee and view leave availability

Filtering leave requests
  1. Log into your Payroll classic platform.
  2. Click the Leave menu.
  3. Click the Manage Requests submenu.
  4. Use the following fields to filter your employee leave requests:
    • Status:
      • Pending leave.
      • Approved leave.
      • Declined leave.
    • Leave period.
    • Leave category.
    • Group by:
      • Employee.
      • Leave category.
    • Employee.
    • Location.
    Leave_12.jpg
Viewing an employee's leave balance
  1. Log into your Payroll classic platform.
  2. Click the Leave menu.
  3. Click the Manage Requests submenu.
  4. In the Unit column hover over the total leave value.
    Leave_13.jpg
Viewing an employee's leave availability
  1. Log into your Payroll classic platform.
  2. Click the Leave menu.
  3. Click the Leave Calendar submenu.

    Helpful Hint

    Clicking on an entry in the leave calender will bring up further details about that specific leave request.

    Leave_11.jpg
Downloading leave requests: Excel 
  1. Log into your Payroll classic platform.
  2. Click the Leave menu.
  3. Click the Manage Requests submenu.
  4. Click the Excel button.
    Leave_7.jpg

Edit and delete leave requests

Editing an employee's leave request

Important

Editing a leave request is only possible if you have not applied or part applied it in a pay run.

  1. Log into your Payroll classic platform.
  2. Click the Leave menu.
  3. Click the Manage Requests submenu.
  4. Click the Edit button.
    Leave_2.jpg
  5. Make the required changes and then click the Submit Request button.
    Leave_3.jpg
Deleting an employee's leave request

Important

Deleting a leave request is only possible if you have not applied or part applied it in a pay run.

  1. Log into your Payroll classic platform.
  2. Click the Leave menu.
  3. Click the Manage Requests submenu.
  4. Click the Delete button.
    Leave_8.jpg
  5. Click the Delete button.
    Leave_9.jpg

Further information

Definitions: Leave status
Pending The leave request is waiting on a manager to approve.
Approved A manager has approved a leave request.
Declined A manager has rejected a leave request.

Explore related content

Was this article helpful?
1 out of 16 found this helpful