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How do I manage leave types?

Loren Mathewson
Updated
EH Content Team

Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following User Access level: Admin

Leave types allow your employees to submit time off against a pre-defined criteria. They help you track what type of leave your employees are taking and the balance they have accrued. This lets your organisation manage and report on employee leave within your business. You can use the feature to create leave types, the policies used to accrue leave, and the employees they apply to. You can also edit a policy or type and delete a record that is no longer needed.

Interactive learning

Watch a video tutorial

Getting started

Add a leave type
  1. Log into your Employment Hero platform.
  2. Click the   Settings menu.
  3. Under Payroll Settings, click the Leave Settings submenu.
  4. Click the Add Leave Type button.
    Screenshot of where to click on add leave type
  5. Complete the following fields:
    • Leave Type Name.
    • Leave Type Setup.
    • Leave Balance Tracking.
    • Unit Type.
    • Require an end date on leave request submission.

    Helpful Hint

    If you want to use the leave carry-over and forfeiture feature, you will need to select per pay run in the leave type setup. See this article for more details on how to use leave carry-over and forfeiture.

  6. Click the Save button.
    Screenshot of how to add a leave type in leave settings for the new HR platform
  7. To add a leave policy, complete the following fields:
    • Leave Policy Name.
    • Accrual Details:
      • Accrual Starts.
      • Amount Accrued.
    • Carry Over Amount.
    • Carry Over Date.
    • Pro Rata for Part Time/Casual Employees.
    • Leave Balances for New Employees. 
  8. Click the Save button.
    screenshot of the lower half of the add leave policy page, with a highlight on the save button
  9. 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.

  10. Click the Save button.
    screenshot of the lower half of the add leave policy page, with a highlight on the save button
Add a leave policy to an existing leave type
  1. Log into your Employment Hero platform.
  2. Click the   Settings menu.
  3. Under Payroll Settings, click the Leave Settings submenu.
  4. Click the  button.
  5. Click the Add Policy button.
    screenshot of the lower half of the add leave policy page, with a highlight on the add policy button
  6. Complete the following fields:
    1. Leave Policy Name.
    2. Accrual Details:
      • Accrual Starts.
      • Amount Accrued.
      • Carry Over Amount.
      • Carry Over Date.
      • Pro Rata for Part Time/Casual Employees.
      • Leave Balances for New Employees.

      Helpful Hint

      If you want to use the leave carry-over and forfeiture feature, you will need to select per pay run in the leave type setup. See this article for more details on how to use leave carry-over and forfeiture.

    3. Click the Save button.
      screenshot of how to add leave policy and click save
    4. 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.

    5. Click the Save button.
      screenshot of the lower half of the add leave policy page, with a highlight on the save button
Add a pro-rata leave balance
  1. Log into your Employment Hero platform.
  2. Click the   Settings menu.
  3. Under Payroll Settings, click the Leave Settings submenu.
  4. Click the Actions button.
  5. Click the Edit button for the leave type you need.
    screenshot of how to save the edited leave policies
  6. Tick the Pro Rata for Part Time/Casual Employees checkbox.
  7. Click the Save button.
    screenshot of how to save the edited leave policies
  8. Click the Confirm button.
    screenshot of the edit confirmation pop up
Enable a disabled leave type
  1. Log into your Employment Hero platform.
  2. Click the   Settings menu.
  3. Under Payroll Settings, click the Leave Settings submenu.
  4. Click the  button for the leave type you want to enable.
    screenshot of where to click on the 3 dots
  5. Click on Enable/Disable toggle.
    screenshot of where to click on the disabled toggle button to enable a leave type
  6. Click on Enable in the pop-up window.
    screenshot of how to click on the enable button to enable a leave type

Daily activities

Assign employees to a leave policy
  1. Log into your Employment Hero platform.
  2. Click the   Settings menu.
  3. Under Payroll Settings, click the Leave Settings button.
  4. Click the Actions button.
  5. Click the Assign button.
    screenshot of how to click on the assign button
  6. 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.

  7. Click the Save button.
    screenshot of the lower half of the add leave policy page, with a highlight on the save button

Editing data

Edit a leave type
  1. Log into your Employment Hero platform.
  2. Click the   Settings menu.
  3. Under Payroll Settings, click the Leave Settings submenu.
  4. Click the  button.
  5. Click the Edit button.
    screenshot of how to click on the edit button to edit a leave type
  6. Make the required changes.
  7. Click the Save button.
    screenshot of how to click on the edit button to edit a leave type
Edit a leave policy
  1. Log into your Employment Hero platform.
  2. Click the   Settings menu.
  3. Under Payroll Settings, click the Leave Settings submenu.
  4. Click the Actions button on the leave type in which you want to edit the policy.
  5. Click the Edit button.
    screenshot of how to click on the edit button to edit a leave type
  6. Make the required changes.
  7. Click the Save button.
    screenshot of how to click on the edit button to edit a leave type

Removing data

Disable a leave type
  1. Log into your Employment Hero platform.
  2. Click the   Settings menu.
  3. Under Payroll Settings, click the Leave Settings submenu.
  4. Click the Disable button.
    screenshot of how to click on the disable button in the pop up window to disable a leave type
  5. Click Disable to confirm.
    screenshot of how to click on the disable button in the pop up window to disable a leave type
Delete a leave type
  1. Log into your Employment Hero platform.
  2. Click the   Settings menu.
  3. Under Payroll Settings, click the Leave Settings submenu.
  4. Click the  button.
  5. Click the Delete button.
    Screenshot of where to click on the delete button to delete a leave type
  6. Click the Delete button in the pop-up window.
    Screenshot of where to click on the delete button to delete a leave type
Delete a leave policy
  1. Log into your Employment Hero platform.
  2. Click the   Settings menu.
  3. Under Payroll Settings, click the Leave Settings submenu.
  4. Click the Actions button for the leave policy you want to delete.
  5. Click the Delete button.
    Screenshot of where to click on the delete button to delete a leave type
  6. Click the Delete button in the pop-up.
    Screenshot of where to click on the delete button to delete a leave type

Explore related content

  • How do I manage leave types? This feature will cover how admins can set up leave types and leave conditions for their employees based on their organisational needs.
  • How do I manage leave? This feature allows you to approve or decline employee-submitted leave requests, see your employees leave balance and view a leave calendar, etc.

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