1. Log into your Employment Hero Payroll classic 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.
   • External ID.
   • Employee leave balance:
     • Tracked
     • Not tracked
   • Unit type
   • Payment setup:
     • Basic.
     • Do not pay for the leave taken.
     • Report the earnings for the leave taken against another pay category.
     • Custom.
7. Click the Save button.
    

1. Log into your Employment Hero Payroll classic platform.
2. Click the   Business Settings menu.
3. Click the Payroll Settings submenu.
4. Click the   Leave Category button.
5. In the Leave should start on field, select either:
   • Employee start date.
   • The following date.
   • A category specific date.
6. Click the Save button.
   

1. Log into your Employment Hero Payroll classic 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.

1. Log into your Employment Hero Payroll classic platform.
2. Click the   Business Settings menu.
3. Click the Payroll Settings submenu.
4. Click the   Leave Category button.
5. Click the   Delete button.
   
6. Click the OK button.
    

• Name - This is a required field.
• External ID - This is only required if you are using an external system to capture leave requests or timesheet entries and hence need to map the code used from such external system. 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. See here for more information.
• Tracked: For some types of leave that aren't accrued in the usual way (e.g. leave without pay) it might not make sense for an employee to have a 'balance'. In these cases you should set this value to 'Not tracked' to tell the system it doesn't need to keep track of how much of this type of leave an employee is entitled to.
• Automatically accrues - Select this option if the leave is to accrue automatically. You will then be required to choose whether the leave will accrue on an ongoing basis or accrue based on a defined leave year. The leave year can be set as the employee's start date or another specific date. This date is specified via the employee's "Leave Allowances" page.
• Exclude from termination payout - Select this option if you do not want any of the unused leave balance for this leave category to automatically be paid out upon termination.
• Hide accruals from pay slips - Select this option if you do not wish to allow employees to see the amount of leave accrued for this leave category within a pay run on their pay slips.
• Hide balances from pay slips and in the employee platform - Select this option if you do not wish to allow employees to see the balance of this leave category on their pay slips or in the employee platform.
• Hide leave category name from employee view - Select this option if you do not wish to have the leave category name displayed in the calendar contained within the employee's platform. All that will be displayed is the employee name and the period of leave taken. This setting works in conjunction with the setting "Employees can view approved leave" from the Employee Portal Settings screen. 
• Standard allowance - Enter the number of units the employee is to accrue. You can also click on the calculator icon to assist with calculating the entitlement and ensuring the correct figure is being applied.
• Accrue in advance - Select this option if you want employees to accrue their entire entitlement in advance. This means that the full annual entitlement will be accrued on the employee's first pay run and will be added to their leave balance.
• 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 exact same pay period start and end date. This applies to ordinary pay runs and ad hoc pay runs.
• Leave accrual capping - This setting allows you to select whether the number of units accrued will be capped. If the accrual IS NOT to be capped, select "not limited" from the drop down list. If the accrual is to be capped, select limited to from the drop-down list and then enter the maximum number of units that should accrue.
• Carrying over the balance - This setting allows you to cap the number of leave units to carry over to the next leave year. If the entire leave balance is to be carried over, keep the default setting of "the entire balance". If only a portion of the leave balance is to be carried over, select "a maximum of" from the drop-down list and then enter the maximum number of units to be carried over.

The setting "Unit type" will only display if the "Automatically Accrues" checkbox is not ticked. This setting is required so that the platform knows whether to display the leave in days, weeks or hours. The display is relevant for when an employee applies for leave. When a leave category is displayed in either days or weeks, the leave will then be converted into hours in the pay run and a conversion formula will be made available to see how the conversion was calculated.

• Payment Setup - This determines whether the employee is paid for the leave taken and the pay category that is assigned when leave is taken. (The default setting for Payment Setup on the Annual Leave - leave category used to be basic, but this has been updated in later releases so that the leave is reported against a separate pay category called Annual Leave Taken - you are free to change this if necessary)
• Basic - When an employee does not use timesheets, the employee's leave balance will be reduced, earnings are not impacted. When an employee is using timesheets to submit all time worked, an earnings line will be created and the leave balance will be reduced. To check or assign the employee's timesheet setting, go to the employee's 'Pay Run Defaults' page. The timesheets option is near the top of the page.
• Don't pay for the leave taken - When an employee does not use timesheets, an earnings line with negative hours will be added to reduce the earnings for the employee. When an employee is using timesheets to submit all time worked, two earnings lines will be created (one positive, one negative) that will cancel each other out.
• Report the earnings for the leave taken against another pay category - When wanting to report payments for leave taken in a separate pay category (for reporting/journaling purposes), select this option. The earnings related to the leave taken will be assigned against the specified pay category instead of the employee's primary pay category. When this alternative is selected, the option will be given to use the rate of pay from the employee's primary pay category.
• Custom - For advanced users only, this option allows the user to deduct hours from an arbitrary pay category and transfer them to another arbitrary pay category when leave is taken.

To set up a leave category with a custom accrual rate, you will need to create an additional leave allowance templates via the payroll platform. The easiest way to do this is to clone the template the employee is currently assigned to.

1. Clone the employee's existing Leave Allowance Template. In the copy, update the name to reflect that the accrual rate is different.
2. In the accrual section of the new template, use the calculator icon to adjust the accrual rate to the required amount, ensuring the hours per hour worked reflects the new equivalent. Transfer the updated amount, change the units as needed, and apply.
3. Scroll down and save the new template.
4. Sync the changes to the HR platform: any time you update a setting in the Payroll platform, you need to push the information through to the HR platform. Do this via General Settings > Add-ons > Action > Update > Pay Items. This ensures both platforms remain in sync. Note that some update functions are automated in HR, so this step may not always be required.
5. Once the template is set up and synced, assign it to the appropriate employee in the HR platform by creating a new salary record. Creating a new salary (rather than editing the existing one) is recommended to maintain a clear audit trail.