Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR plans: Standard, Premium, Platinum
Available for the following user access levels: Employee, Manager, Admin
Leave categories 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, edit, and delete leave categories.
Important
This article is for organisations that use the HR platform as a standalone. If you are using an HR and Payroll-connected org, please refer to this article: Managing leave categories via the HR platform | HR & Payroll connected orgs.
Getting started
- Click the Settings menu.
- Under Payroll Settings, click the Leave Categories submenu.
- Click the Add Leave Category button.
- Enter the leave category name.
- Add the leave category colour.
- Select if Require comments on leave request submission? (Optional) (tick to select).
- Select if Require documents on leave request submission? (Optional) (tick to select).
- Select if Other Settings - Prevent negative leave balances (tick to select).
- Click the Save button.
Editing data
- Click the Settings menu.
- Under Payroll Settings, click the Leave Categories submenu.
- Click the Actions button.
- Click the Edit button.
- Make the required changes.
- Click the Save button.
Removing data
- Under Payroll Settings, click the Leave Categories submenu.
- Click the Actions button.
- Click the Delete button.
- Click the Delete button.
Types of leave categories
Please note this list gives you a guide of types of leave that can be created using the guide above, and is non-exhaustive:
- 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
- RDO
- Time in Lieu
- Training Leave
Explore related content
- HR Platform: Managing your organisation's cost centres This feature allows you to create a list of cost centres you can allocate against the employees in your organisation.
- HR Platform: Managing your organisation's expense categories This feature allows you to create a list of expense categories you can allocate against your employees.