Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following user access levels: Manager, Admin
Entitlement-based leave means employees will accrue leave in advance on a monthly or yearly basis.
This article explains how to:
Add an entitlement-based leave type
Adding an entitlement-based leave type
- Log into Employment Hero.
- Click on the Settings option in the left-hand side menu.
- Under the Payroll Settings subheading, click on Leave Settings.
- Click on Add Leave Type button.
- Add the Leave Type Name.
- Select Entitlement-based in the leave type setup options.
- In Return to work form (optional) select if you want to add the following settings:
- Include a return to work for this leave category
- Leave reason required.
- Click Save.
- Next, you will need to add a Leave Policy.
- Add the Leave Policy Name.
- Add the Accrual Details. Add the following:
- When the accrual starts
- The amount accrued.
Helpful Hint
If you want to add another tier, click the + Add Tier button.
- Under Limited, add the following:
- Not limited
- Limited to.
Helpful Hint
Limited refers to the maximum amount of leave that an employee will be able to accrue.
- Under Carry-over amount, select the following:
- Unlimited
- Up to
- None.
- In Carry-over date, select the date and the month that the leave will be carried over.
- In Forfeiture, select the following:
- No forfeiture
- All carry-over forfeited
- Fixed amount.
- Click Save.
- Assign this leave type to your employees by sliding across the employees you wish to add to the Selected column.
- Click Save.
Enable leave rounding with entitlement-based leave
Enable leave rounding
Warning
Leave rounding will only work with entitlement-based leave, in hours or days (not weeks), and accrues annually. Carryover leave is not rounded up.
- Log into Employment Hero.
- Click on the Settings option in the left-hand side menu.
- Under the Payroll Settings subheading, click on Leave Settings.
- Click on the Advanced Settings tab.
- Select the leave rounding option - 0.5 day or whole day.
- Click on the Leave Category tab.
- Find your entitlement-based leave type and click on the 3 dots in the top right-hand corner.
- Click on Edit.
- Tick Yes I want to apply leave rounding rules.
- Click on Save.
View rounded leave in the Leave Balance History
- Log into Employment Hero.
- Click on People option in the left-hand side menu.
- Click on Employees List.
- Choose the employee whose rounded leave you would like to view.
- In Employment Records, click on Leave Details.
- Scroll to the bottom of the Leave Details section to view the Leave Balance History.
- From the dropdown menu, select Entitlement-based leave.
- Here you will see where Employment Hero has rounded up the leave to a full or half-day.
Explore related content
- How do I manage the timesheet accrual leave type? This article will provide in-depth information about how to manage entitlement-based leave type.
- How do I manage the per pay run leave type? This article describes how to add a per pay run leave type.