Available for the following HR plans: Standard, Premium, Platinum
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 leave categories, the policies used to accrue leave, and the employees they apply to. You can also edit a rule or category and delete a record that is no longer needed.
Warning
NZ HR-only organisations can enter leave balances in the HR platform but will have to manage the accrual of leave outside the platform and then update the balances to include accrual either on the employee's entitlement/anniversary or if they choose to show accruals each pay run. This is due to the HR-only platform Leave Settings Edit Rule options only allowing for leave to be accrued on a specific date for everyone each year:
Important
The article is for organisations that use the HR platform as a standalone. If you are a HR and payroll connected org, please refer to this article: Managing leave categories via the HR platform | HR & Payroll connected orgs.
Availability
| HR Plan: | Standard | Premium | Platinum |
| User Access: | Employee | Manager | Admin |
This is the default access level per user and whether they have view, edit and delete access, excluding any changes made via our Custom Security feature.
Getting started
- Click the Settings menu.
- Under Payroll Settings, click the Leave Settings submenu.
- Click the Add Leave Category button.
- Complete the following fields:
- Leave Category Name.
- Leave Balance Tracking.
- Unit Type.
- Click the Save button.
- To add a leave rule, complete the following fields:
- Leave Rule Name.
- Accrual Details:
- Accrual Starts.
- Amount Accrued.
- Carry Over Amount.
- Carry Over Date.
- Pro Rata for Part Time/Casual Employees.
- Leave Balances for New Employees.
- Click the Save button.
- To assign the rule to certain employees, drag their name from the Available column to the Selected column.
Helpful Hint
You can click the >> button to move all employees to the Selected column.
- Click the Save button.
- Click the Settings menu.
- Under Payroll Settings, click the Leave Settings submenu.
- Click the button.
- Click the Add Rule button.
- Complete the following fields:
- Leave Rule Name.
- Accrual Details:
- Accrual Starts.
- Amount Accrued.
- Carry Over Amount.
- Carry Over Date.
- Pro Rata for Part Time/Casual Employees.
- Leave Balances for New Employees.
- Click the Save button.
- To assign the rule to certain employees, drag their name from the Available column to the Selected column.
Helpful Hint
You can click the >> button to move all employees to the Selected column.
- Click the Save button.
- Click the Settings menu.
- Under Payroll Settings, click the Leave Settings submenu.
- Click the Actions button.
- Click the Edit button for the leave category you need.
- Tick the Pro Rata for Part Time/Casual Employees checkbox.
- Click the Save button.
- Click the Confirm button.
- Click the Settings menu.
- Under Payroll Settings, click the Leave Settings submenu.
- Click the button for the leave category you want to enable.
- Click the Enable button.
- Click the Enable button.
Daily activities
- Click the Settings menu.
- Under Payroll Settings, click the Leave Settings submenu.
- Click the Actions button.
- Click the Assign button.
- To assign the rule to certain employees, drag their name from the Available column to the Selected column.
Helpful Hint
You can click the >> button to move all employees to the Selected column.
- Click the Save button.
Editing data
- Click the Settings menu.
- Under Payroll Settings, click the Leave Settings submenu.
- Click the button.
- Click the Edit button.
- Make the required changes.
- Click the Save button.
- Click the Settings menu.
- Under Payroll Settings, click the Leave Settings submenu.
- Click the Actions button for the leave category you want to edit the rule of.
- Click the Edit button.
- Make the required changes.
- Click the Save button.
- Click the Confirm button.
Removing data
- Click the Settings menu.
- Under Payroll Settings, click the Leave Settings submenu.
- Click the button for the leave category you want to enable.
- Click the Disable button.
- Click the Disable button.
- Click the Settings menu.
- Under Payroll Settings, click the Leave Settings submenu.
- Click the button.
- Click the Delete button.
- Click the Delete button in the pop-up.
- Click the Settings menu.
- Under Payroll Settings, click the Leave Settings submenu.
- Click the Actions button for the leave rule you want to delete.
- Click the Delete button.
- Click the Delete button in the pop-up.
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.