Leave Types can be accessed by clicking on "Leave Types" in the Payroll tab.
What are Leave Types?
Leave Types define the different types of leave employees can avail themselves of.
What are Leave Types used for?
Once configured, Leave Types can be subscribed to Leave Entitlement Profiles which can in turn be assigned, and made available to employees.
Adding Leave Types
To add a new leave type, click on the "Insert" icon at the top left side of the screen.
The following screen will then pop up, asking for details about the new leave type.
Code: A unique reference code for the Leave Type
Type: A description of the Leave Type
Leave group: Assign leave type to a group to allow users to apply for leave by group or type. Leave Type Priorities use this grouping to prioritise between types.
Rate: The rate against the hourly pay this leave type will be paid
Termination balance: Choose whether Leave Type balance should be paid upon employee termination:
None - outstanding leave balance will not be paid;
Pro-rata - Pro-rata leave balance is paid on termination;
Full balance - The full outstanding leave balance is paid on termination
Pay off balance at end of year: Select to pay off any remaining leave balance at the Payroll End of Year process.
Pay off pay item: A pay item of type 'Adjustment' and of payment basis 'Contribution' to be used by the system when creating the pay off entry
Leave entry pay item: A pay item of type 'Leave' to be used when creating the leave entry
Carry forward leave balance: Select to carry forward the leave balance to the new payroll year.
Specify entitlement: Select whether the employer needs to specify entitlement for this leave type.
Priority order: Leave type priority. Higher priority leave must be used first.
Approve from: Leave can be approved as of this date
Approve to: Leave can be approved until this date
Request from: Leave can be requested as of this date
Request to: Leave can be requested until this date
Benefit type: Select the benefits triggered by this leave type:
None - This leave type does not trigger any short term benefits;
Sickness benefit - This leave type triggers the sickness short term benefit;
Injury benefit - This leave type triggers the injury short-term benefit.
Create pro-rata entitlement with new employee? (True/False) - If this is true, should this leave type be part of the employee's 'Leave entitlement profile', a leave entitlement for this leave type will be created pro-rata automatically
Public holiday: Select if Leave Type is for a public holiday
Once done, click on "Save" at the top left side of the screen.
Upon creating a new leave type, a priority will be assigned to it. It may be the case that certain leave types require a higher priority than others. Leave Type Priorities can be accessed by clicking on the right-most button.
Read more about Leave Type Priorities here.
Tip: Copy & Paste a Similar Leave Type, and change the Code & Description.
Making use of New Leave Types
You will need to add this particular leave type to the Leave Entitlement Profile so you can use it on the system.
To do so go to the following:
Payroll Menu (Left Menu)
Leave Entitlement Profile
Highlight "Standard" (or the Employee's current Leave Entitlement Profile)
Click on the "Hours" tab on the top right
Press +
Add the Leave type you just created
Save
Once you press save this entitlement will be enabled on the system and you may add it to employee's entitlements.