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Create a note/documents-required leave type

Loren Mathewson
Updated
EH Content Team

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

If you want to mandate leave requests being accompanied by supporting documentation, such as sick leave accompanied by a medical certificate, you can create a notes/documents required leave type.

This article explains how to:

 

 

Create a note-required leave type

Create a note-required 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 Balance Tracking
    • Leave Type Setup
    • Unit Type
    • Do you want to apply leave rounding rules?
    • Require an end date on leave request submission.
    • Return to work form (optional)
    • Require comments or documents on leave request submission? - tick Notes Required.
      tick notes required
  6. Tick Require notes or documents on leave request submission?
  7. Under Other Settings, select the following:
    • Leave reason required
    • Include in Bradford factor calculation
    • Prevent negative leave balances
    • Hide balances from pay slips
    • Hide accruals from pay slips
  8. Click the Save button.
    tick notes or documents required then click on save
  9. 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. 
  10. Click the Save button.
    screenshot of the lower half of the add leave policy page, with a highlight on the save button
  11. 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.

  12. Click the Save button.
    screenshot of the lower half of the add leave policy page, with a highlight on the save button
  13. When your employees now add a new leave request using the notes/documents required leave type, the notes/documents field will be mandatory to complete.

Create a documents-required leave type

Create a document-required 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 Balance Tracking
    • Leave Type Setup
    • Unit Type
    • Do you want to apply leave rounding rules?
    • Require an end date on leave request submission.
    • Return to work form (optional)
    • Require comments or documents on leave request submission? - tick Documents Required. 
      tick documents required
    • Under Other Settings, select the following:
      • Leave reason required
      • Include in Bradford factor calculation
      • Prevent negative leave balances
      • Hide balances from pay slips
      • Hide accruals from pay slips
  6. Click the Save button.
    tick notes or documents required then click on save
  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
  11. When your employees now add a new leave request using the notes/documents required leave type, the notes/documents field will be mandatory to complete.

Helpful Hint

You can select both Notes Required and Documents Required for the same leave time if you​ would like your employees to add a note regarding their leave request and also require a document to be uploaded to their leave request.

Further information

If you are looking for further ideas, try our community.

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