1. Log into your payroll platform.
2. Click the Business Settings menu.
3. Click the Payroll Settings submenu.
4. Click the Leave Category button.
5. Click the Add button.
    
6. Complete the following fields:
   • Name (required) - The name of your leave category
   • External ID - Only required if using an external system to capture leave requests
   • Leave Loading Percentage - Used to automatically apply leave loading rates
   • Leave Category Type: Standard, Long Service Leave, or Personal/Carer's Leave
   • Employee Leave Balance: Tracked or Not tracked
   • Automatically Accrues: Select if leave accrues automatically
   • Payment Setup: Basic, Do not pay for leave taken, Report against another pay category, or Custom
7. Click the Save button.
    

• Name - This is a required field. Enter a descriptive name for the leave category.
• External ID - This is only required if you are using an external system to capture leave requests or timesheet entries. If an external ID is used that has been used before, you will not be able to save it if the 'unique external ID' setting is switched on. This setting is located on the Payroll Settings > Advanced Settings page.
• Leave Loading Percentage - Used to automatically apply leave loading, such as annual leave loading.
• Leave Category Type - Choose from:
  • Standard - For standard leave types
  • Long Service Leave - For long service leave
  • Personal/Carer's Leave - For personal or carer's leave (fields for accrual and allowance will be pre-populated and locked)
• Employee Leave Balance - Choose from:
  • Tracked - The system will keep track of leave balance
  • Not tracked - For leave types where a balance doesn't make sense (e.g. leave without pay)
• Automatically Accrues - Select this option if the leave is to accrue automatically. You will then need to choose whether the leave accrues on an ongoing basis or based on a defined leave year.
• Exclude from Termination Payout - Select this option if you do not want unused leave balance for this category to be paid out upon termination.
• Hide Accruals from Pay Slips - Select this option if you do not wish employees to see the amount of leave accrued for this category on their pay slips.
• Hide Balances from Pay Slips and Employee Portal - Select this option if you do not wish employees to see the balance of this leave category on their pay slips or in the employee portal.
• Hide Leave Category Name from Employee View - Select this option if you do not wish the leave category name displayed in the calendar in the employee portal. Only the employee name and period of leave taken will be shown.
• Standard Allowance - Enter the number of units the employee is to accrue. You can click on the calculator icon to assist with calculating the correct entitlement.
• Accrue in Advance - Select this option if you want employees to accrue their entire entitlement in advance. The full annual entitlement will be accrued in the employee's first pay run.
• Limit Leave Accruals in the First Pay Run for the Period - Enabling this option will allow the leave type to accrue in the first pay run for the pay period, and cap the leave for any other pay runs with the same pay period dates.
• Leave Accrual Capping - Select whether the number of units accrued will be capped. Choose "not limited" for unlimited accrual, or "limited to" and enter the maximum number of units.
• Carrying Over the Balance - Set the maximum number of leave units to carry over to the next leave year. Choose "the entire balance" to carry over everything, or "a maximum of" and specify the amount.
• Unit Type - This only displays if "Automatically Accrues" is not ticked. Choose whether to display and manage leave in days, weeks, or hours.
• Payment Setup - This determines whether the employee is paid for the leave taken and which pay category is assigned:
  • Basic - When an employee does not use timesheets, the leave balance is reduced but earnings are not impacted. When using timesheets, an earnings line will be created and the balance reduced.
  • Don't Pay for Leave Taken - An earnings line with negative hours will be added to reduce earnings for the employee.
  • Report the Earnings Against Another Pay Category - Payments for leave taken are assigned against a specified pay category instead of the employee's primary pay category.
  • Custom - For advanced users only, allows deduction from one pay category and transfer to another when leave is taken.

1. Log into your payroll platform.
2. Click the Business Settings menu.
3. Click the Payroll Settings submenu.
4. Click the Leave Category button.
5. Click on the leave category that needs editing.
    
6. Make the required changes and click the Save button.
    

Note: Any changes made to leave category settings will not be applied to existing employees. Updated settings will only apply automatically to new employees added after the change. To change leave settings for existing employees, you will need to adjust each employee's 'Leave Allowances' page individually, or use leave allowance templates to manage this in bulk.

1. Log into your payroll platform.
2. Click the Business Settings menu.
3. Click the Payroll Settings submenu.
4. Click the Leave Category button.
5. Click the Delete button next to the category you want to remove.
    
6. Click the OK button to confirm.
    

You can restore a leave category by going to Payroll Settings > Restore Deleted Items, and selecting 'Leave Category' from the drop-down box. A list of all deleted leave categories will appear and you can click the 'Restore' option against the category you want to reinstate.

The following list gives you a guide of types of leave that can be created. This list is non-exhaustive and will vary based on your jurisdiction and company policies:

• Annual Leave
• Carer's Leave
• Ceremonial Leave
• Community Service Leave
• Compassionate Leave
• Family and Domestic Violence Leave
• Leave Without Pay
• Long Service Leave
• Parental Leave
• Personal/Carers Leave
• Rostered Days Off (RDO)
• Time in Lieu
• Training Leave