Available for the following New 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.
This article covers the Leave Category feature, which allows you to synchronise your Payroll platform's leave categories and make them selectable in the HR platform. Doing so provides Employment Hero with the latest payroll configuration data so you have the correct leave category data and other information in the HR platform.
If your organisation uses the HR platform as a standalone system, note that leave categories are now managed through the Payroll platform, and you will therefore need to visit this previous article: Manage leave categories via the standalone HR platform.
Interactive learning
Access the Update From Payroll button
- Log in to the Payroll platform.
- Click the Settings menu.
- Under Payroll Settings, click the Leave Categories submenu.
- Click the Update From Payroll button.
You will now see an updated list of your leave categories from your Payroll platform. A category with a red exclamation point icon means it is disabled.
Important questions
Once you have connected your Payroll and HR platforms, the HR platform becomes the source of truth for your company settings, payroll settings, and employee file data.
When you first connect the two platforms, the HR platform will pull the leave categories and other relevant data from the Payroll platform into the HR platform. Any changes to leave categories after this initial integration requires you to update your pay schedule data manually.
When an admin deletes a leave category on the HR platform, Employment Hero will synchronise this deletion of leave category from HR to Payroll to ensure that both platforms are aligned.
The HR platform will show a leave category as disabled if the data no longer exists on your Payroll platform.
You cannot delete disabled pay categories if you have used them previously in the HR platform.
This is for the purpose of platform data accountability as well as to ensure, when you use the Audit Trail feature, you view the correct history of changes that occurred in the platform.
Yes: you can create, edit, and manage leave categories in your Payroll platform.
Yes: you can still manage leave in the HR platform. It is only the leave categories that need to be managed in the Payroll platform.
Explore related content
- Update pay schedules on the HR platform This article covers a feature that lets you sync the latest pay schedule data from your Payroll platform over to your Employment Hero platform.
- View leave balances as a manager on the HR platform This article outlines what you need to do to view an employee's accrued leave balances on the HR platform.