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Manage my organisations leave categories | HR Web Platform

Jimmy
Updated

Overview

Leave categories are the means through which your employees can submit time off against a pre-defined category. These pre-defined categories allow you to track what type of leave your employees are taking and the balance they have accrued, giving your organisation the means to manage and report on employee leave within your business.

This feature allows you to create your organisation's leave categories, the rules used to accrue leave, and the users that this setup applies to within your business. You can also use this feature to edit a rule or category if it needs updating and delete a record you no longer use in your organisation.

Availability

HR Plan:   Premium   Platinum
  User Access:   Employee         Manager         Admin      

  We base the default access level on a per user basis and whether they have  view,  edit and  delete access and excluding any changes made via our Custom Security feature.

Getting started

This section will walk you through how to add a new leave category and setup the required rules. It also covers how you re-assign a leave category to additional users.

Add a leave category
  1. Click the   Settings menu.
  2. Click the Leave Settings submenu.
  3. Click the   Add Leave Category button.
    Settings__UK_HRO__1.jpg
  4. Complete the following fields:
    • Leave Category Name.
    • Leave Balance Tracking:
      • Track balance accruals and leave taken.
      • Only track leave taken.
    • Unit Type:
      • Hours.
      • Days.
  5. Click the Save button.
    Settings__UK_HRO__2.jpg
  6. Complete the following fields:
    • Leave rule name.
    • Accrual details:
      • Accrual Starts:
        • Months.
        • Years.
      • Amount Accrued:
        • Yearly.
        • Monthly.
    Settings__UK_HRO__3.jpg
    • Carry over Amount:
      • None.
      • Unlimited.
      • Up to.
    • Carry Over Date.
    • Pro Rata for Part Time/Casual Employees.
    • Leave balance for new employees:
      • Do not apply leave balances to employees on assignment.
      • Apply full balance amount on employee assignment.
  7. Click the Save button.
    Settings__UK_HRO__4.jpg
  8. Select the employees that need assigning to this rule.
  9. Click the Save button.
    Settings__UK_HRO__5.jpg
Add a leave category rule
  1. Click the   Settings menu.
  2. Click the Leave Settings submenu.
  3. Click the   button.
  4. Click the   Add Rule button.
    Settings__UK_HRO__6.jpg
  5. Complete the following fields:
    • Leave Category Name.
    • Leave Balance Tracking:
      • Track balance accruals and leave taken.
      • Only track leave taken.
    • Unit Type:
      • Hours.
      • Days.
    Settings__UK_HRO__7.jpg
    • Carry over Amount:
      • None.
      • Unlimited.
      • Up to.
    • Carry Over Date.
    • Pro rata for Part Time/Casual Employees.
    • Leave balance for new employees:
      • Do not apply leave balances to employees on assignment.
      • Apply full balance amount on employee assignment.
      • Apply full balance amount on employee assignment.
  6. Click the Save button.
    Settings__UK_HRO__4.jpg
  7. Select the employees that need assigning to this rule.
  8. Click the Save button.
    Settings__UK_HRO__9.jpg
Re-assign a leave category rule
  1. Click the   Settings menu.
  2. Click the Leave Settings submenu.
  3. Click the Actions   tab.
  4. Click the   Assign button.
    Settings__UK_HRO__10.jpg
  5. Select the employees that need assigning to this rule.
  6. Click the Save button.
    Settings__UK_HRO__11.jpg

Maintain

This section will walk you through how to edit and/or delete a leave category and/or rule.

Edit a leave category
  1. Click the   Settings menu.
  2. Click the Leave Settings submenu.
  3. Click the   button.
  4. Click the   Edit button.
    Settings__UK_HRO__12.jpg
  5. Make the required changes and click the Save button.
    Settings__UK_HRO__13.jpg
Edit a leave category rule
  1. Click the   Settings menu.
  2. Click the Leave Settings submenu.
  3. Click the Actions   button.
  4. Click the   Edit button.
    Settings__UK_HRO__14.jpg
  5. Make the required changes and click the Save button.
    Settings__UK_HRO__4.jpg
Delete a leave category
  1. Click the   Settings menu.
  2. Click the Leave Settings submenu.
  3. Click the   button.
  4. Click the   Delete button.
    Settings__UK_HRO__16.jpg
  5. Click the Delete button.
    Settings__UK_HRO__17.jpg
Delete a leave category rule
  1. Click the   Settings menu.
  2. Click the Leave Settings submenu.
  3. Click the Actions   button.
  4. Click the   Delete button.
    Settings__UK_HRO__18jpg.jpg
  5. Click the Delete button.
    Settings__UK_HRO__19.jpg

Author recommended

So you have now updated your organisations leave categories and you are now wondering what next can I do. There are two recommendations I would make on this front and they are:

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