Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR plans: Free, Standard, Premium, Platinum
Available for the following Payroll plans: Standard, Premium
Available for the following user access levels: Admin
Leave allowance templates enable you to create pre-defined sets of leave accrual values, which you can then apply to new and existing employees. Allowing you to bulk update leave values for employees if the leave accrual rates or accrual methods change, rather than having to update them individually for each new employee.
This feature allows you to synchronise the leave allowance templates created on your payroll platform and make them selectable in the Employment Hero platform. Making sure the Employment Hero platform has the latest payroll configuration data and the employee records on the Employment Hero platform have the correct information.
Leave allowance templates are managed on your payroll platform and any updates to Leave Allowance Templates are now automated.
Getting started
- Click the Settings menu.
- Click the Leave Allowance Template submenu.
- Click the Update From Payroll button.
Helpful Hint
The Leave Allowance Template page will now show a grey Updated button and means the Employment Hero platform has successfully imported your leave allowance templates from your payroll platform.
Further information
Once you have connected your Payroll classic and Employment Hero platforms, the Employment Hero platform becomes the source of truth for your company settings, payroll settings, and employee file data including updating leave allowance template on an individual level.
When you first connect the two platforms, the Employment Hero platform will pull the data from the payroll platform into the Employment Hero platform, such as your leave allowance template data. Any additional changes to the leave allowance template after the initial integration require you to manually update your leave allowance template data.
Once you have imported any recent changes from the payroll platform, you can make amendments to an employee's file, such as their salary history. To read further details on how to manage leave allowance templates on your payroll platform, refer to the following article.
To read further details on how to update an employee's salary history, refer to the following article.
The Employment Hero platform will show a leave allowance template as disabled, if the data no longer exists on your payroll platform. You can not delete disabled pay categories if you have used them previously in the Employment Hero platform. The reason for this is platform data accountability and to make sure that when you use the Audit Trail feature, we display the correct logs of what changes occurred within your platform.
Explore related content
- Change to a different leave allowance template country FAQ This is a useful FAQ for better understanding how to edit your leave allowance templates. It shows you how to change the country for the template from the drop-down menu.
- Change to a different cost centre country FAQ This FAQ provides users with instructions on how to use the platform's Country drop-down button to select which country's data to view.