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How do I manage timesheet accrual leave type?

Loren Mathewson
Updated
EH Content Team

Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following user access levels: Employee, Manager, Admin

Timesheet accrual leave means that employers are able to provide accrual-based leave and also entitlement-based leave, giving employers the flexibility to offer both leave types to their employees.

Important

To enable timesheet accrual leave, you will need to ensure that all of your pay categories are up to date in your payroll platform.

To update, go to Settings, then Payroll Settings, then Pay Categories, then click on the Update from Payroll button.

This will ensure your Employment Hero account has the latest data on pay categories if your employees intend to accrue leave.

Getting started

Adding a timesheet accrual leave type

Warning

You must use timesheets in the Employment Hero platform for timesheet accrual to work.

  1. Log into Employment Hero.
  2. Click on the Settings option in the left-hand side menu.
  3. Under the Payroll Settings subheading, click on Leave Settings.
  4. Click on Add Leave Type button.
    screenshot of where to click on the add leave type button, with the button highlighted in red
  5. Add the Leave Type Name.
    screenshot of where to add the timesheet accrual leave type name, with the name field highlighted in red
  6. Select Timesheet accrual in the leave type setup options.
    screenshot of where to add the timesheet accrual leave type, with the leave type highlighted in red
  7. 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.
  8. Click Save.
  9. Next, you will need to add a Leave Policy.
  10. Add the Leave Policy Name.
    screenshot of where to click on the add leave policy name, with the field highlighted in red
  11. Add the Accrual Details. Add the following:
    • When the accrual starts
    • The amount accrued.
    • The interval in which the amount accrues.
    • The date on which the amount accrues.
      Amount accrued interval

    Helpful Hint

    If you want to add another tier, click the + Add Tier button.

  12. Under Limited, add the following:
    • Not limited
    • Limited to.
      screenshot of where to select the limited option, with the field highlighted in red

    Helpful Hint

    Limited refers to the maximum amount of leave that an employee will be able to accrue.

  13. Under Carry-over amount, select the following:
    • Unlimited
    • Up to
    • None.
      screenshot of where to select the carry over amount, with the field highlighted in red
  14. In Carry-over date, select the date and the month that the leave will be carried over.
  15. In Forfeiture, select the following:
    • No forfeiture
    • All carry-over forfeited
    • Fixed amount.
      screenshot of where to select the forfeiture amount, with the field highlighted in red
  16. Click Save.
    screenshot of where to click on the save button with the button highlighted in red
  17. Assign this leave type to your employees by sliding across the employees you wish to add to the Selected column.
    screenshot of where to slide the employees you want to add to the combination leave type to the selected column
  18. Click Save.

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