To begin with, you will need to create the leave categories you want your employees to take instead of hours. There is no limit to the amount of categories that you can create; this is because the platform allows you to assign categories per employee. These new categories can be in days or weeks. The steps on how to undertake this are:

1. Log into Employment Hero.
2. Click the Settings menu.
3. Click the Leave Settings submenu.
4. Click the Add Leave Type button.
   
5. Complete the following fields:
   
   • Leave Type Name 
   • Leave Balance Tracking.
     • Select Track balance accruals and leave taken if you want to add a policy to your leave type. A policy determining the balance and rules that should be assigned to the leave type If track balance accruals and leave taken is selected, the leave type in payroll automatically becomes an Entitlement Based Leave type.
     • Select Only track leave taken if you do not wish to track a balance against this leave type. If Only track leave taken is selected, the leave type in payroll automatically becomes a standard leave type.
   • Unit Type
     • Select Days if your employees take their leave in days.
     • Select Hours if your employees take their leave in hours.
6. Select whether to Show leave after confirmed date.
7. Select whether a Leave reason is required.
8. Click the Save button.
   
9. To add a leave policy, complete the following fields:
   • Leave Policy Name
   • Accrual Starts
   • Amount Accrued
10. Add an additional tier if you award an additional balance to your employees based on length of service.
    
    • Carry Over Amount - choose from None, Unlimited or up to X number of days
    • Carry-Over Date (Note: your holiday calendar year will default here) 
    • Pro-Rata for Part Time/Casual Employees (select this option if you want your part-time workers to receive a pro-rated amount of leave) 
    • Leave Balance for New Employees
      • Select Do not apply leave balance to employees on assignment if you want to manually assign balances to your new employees
      • Select Apply full balance amount on employee assignment if your employees should receive the full amount of leave assigned to this policy
      • Select Apply a pro rata amount on employee assignment if you want your employees to receive a pro-rated leave entitlement based on their start date in the current holiday calendar year (Note: the calculation is based on calendar days in a year) 
11. Click the Save button.
12. To assign the policy to certain employees, drag their name from the Available column to the Selected column.
    
    

    Helpful Hint

    You can click the >> button to move all employees to the Selected column.

13. Click the Save button.
    

Once you have created your leave categories, you will need to create your leave allowance templates. These allow you to group multiple leave categories together and set the rate at which each leave type accrues leave in days or weeks. There is no limit to the amount of templates that you can create; this is because the platform allows you to assign templates per employee. The steps on how to undertake this are:

1. Log into Employment Hero.
2. Click the Business Settings menu.
3. Click the Payroll Settings submenu.
4. Click the Leave Allowance Templates button.
5. Click the Add button.
   
6. Complete the following fields:
   • Template name.
   • Leave year should start on.
7. Select the required leave categories.
   
8. In the Leave Allowance section, use the override toggle switch to change the data if required.
9. Click the Save button.
   

Since the HR Classic platform 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 new allowance templates. The steps on how to undertake this are:

1. Log into Employment Hero.
2. Click the   Settings menu.
3. Click the Leave Allowance Template submenu.
4. Click the Update From Payroll button.
   
   
   

   Helpful Hint

   The Leave Allowance Template page will now show a grey Updated button and means the HR Classic platform has successfully imported your leave allowance templates from your Payroll Classic platform.

   

In order for you to apply the new leave allowance template to your employees, you will need to update their pay details. Once you have updated their details, the HR Classic platform will automatically synchronise the changes with the Payroll Classic platform. The steps on how to undertake this are:

1. Log into Employment Hero .
2. Click the   People menu.
3. Click the Employees List submenu.
4. Select the employee that needs a leave allowance template updated.
5. Click the Pay Details tab.
6. Click the Salary History tab.
7. Click the Action button.
8. Click the Edit button.
   
9. In the Leave Allowance field, select the required Leave Allowance Template option.
10. Complete the Change Reason field.
11. Click the Save button.