Available for the following Payroll Plan: Standard, Premium
Leave allowance templates enable you to create a pre-defined set of leave categories that have their own accrual rates, which you can then apply to new and existing employees. You can create a new leave allowance template, specify what leave categories to enable, and override the default leave accrual setup if it needs changing. You can also use this feature to edit any information if it changes, view the employees assigned to each template, and delete a record if it is no longer required.
Important
Any changes made to your leave allowance templates will need syncing over to your HR platform. To read further details on how to undertake this, refer to the following article. To stop a leave category showing as an accrual, then the rate of accrual needs to be set as zero, otherwise the leave category will keep on accruing.
Getting started
- Click the Business menu.
- Click the Payroll Settings submenu.
- Under Pay Conditions, click the Leave Allowance Templates button.
- Click the Add button.
- Complete the following fields:
- Template name.
- Leave year should start on.
- Select the leave categories that need enabling.
- In the Leave Allowance section, select Override to determine if an allowance can be overridden or not. If this is un-ticked, the fields will be blocked and cannot be changed. If you select the override option, then you can change the original settings and rate of accrual from the original set-up of the leave category.
- Complete the following tier settings:
- Tier one accruals for this leave category start x months after employee's start date.
- Amount Accrued x hours Monthly on the following date xx/xx/xxxx
- Advanced.
- Carry over amount.
- Carry over date.
- Click the Save button.
Helpful Hint
The Tier Setting feature allows you to move employees to a new leave allowance in line with seniority without having to change their leave category or create a new one in line in your HR platform.
Daily activities
- Click the Business menu.
- Click the Payroll Settings submenu.
- Under Pay Conditions, click the Leave Allowance Template button.
- Click the Employees button.
Helpful Hint
You will now see the list of employees assigned to this template displayed on your screen.
Editing data
- Click the Business menu.
- Click the Payroll Settings submenu.
- Under Pay Conditions, click the Leave Allowance Template button.
- Click on the leave allowance template that needs editing.
- Edit the following fields if needed:
- Template name.
- Leave year should start on.
- Select the leave categories that need enabling.
- In the Leave Allowance section, selecting the Override option will determine if you override an allowance or not. If you leave this un-ticked, we will block you from changing these fields.
- Edit any tier settings that need changing.
- Click the Save button.
- Click the Ok button.
Data management
- Click the Business menu.
- Click the Payroll Settings submenu.
- Under Pay Conditions, click the Leave Allowance Template button.
- Click the Clone button.
- Edit the following fields if needed:
- Template name.
- Leave year should start on.
- Select the leave categories that need enabling.
- In the Leave Allowance section, selecting the Override option will determine if you override an allowance or not. If you leave this un-ticked, we will block you from changing these fields.
- Edit any further options that require it such as tiers.
- Click the Save button.
Removing data
- Click the Business menu.
- Click the Payroll Settings submenu.
- Under Pay Conditions, click the Leave Allowance Template button.
- Click the Delete button.
- Confirm Delete.
Explore related content
- Prevent Negative Leave Balances | Video Tutorial You can watch this video to learn more about how to prevent negative balances within your organisation.
- How do I apply an employee's leave request to a timesheet | Payroll FAQ This FAQ answers a common question we receive around applying a leave request to a timesheet.
Comments
Article is closed for comments.