How to Add a new Leave Category
Go to Payroll setting> Leave Category
Click Add
Once you click Add scroll down and you can find the create leave category. Enter the required settings and click save.
You will then need to enter the following information:
- Name: This is required and should be named in a manner that makes it transparent to employees.
- External Id: This is only required if you are using an external system to capture leave requests or timesheet entries and hence need to map the code used from such external system.
- Employee Leave Balance: Select either 'Tracked' or 'Not tracked' from the dropdown list.
- Prevent negative leave balance: You can select for employees to not be allowed to accrue negative leave balances for this category.
- Automatically accrues: This setting will appear if Employee Leave balance = Tracked. Tick this checkbox if the leave is to accrue automatically. You will then be required to choose whether the leave will accrue on an ongoing basis or accrue based on a defined leave year. The leave year can be set as the employee's start date or another specific date. This date is specified via the employee's Leave Allowances page. Instructions on setting up leave allowances are detailed below.
- Leave entitlement to start after: This setting will appear if the Automatically Accrues = Based on the employee's leave year.
- Exclude from termination payout: This setting will appear if Employee Leave balance = Tracked. Tick this checkbox if the balance in this leave category is NOT to be paid out as part of the employee's termination payment.
- Apply negative balances on termination: You will be able to select this setting if 'Exclude the termination payout' is NOT selected. If you do not want employees having to "pay back" their negative leave balances in their termination pay, ensure this setting is not ticked.
- Hide accruals from pay slips: This setting will appear if Employee Leave balance = Tracked. Tick this checkbox if you do not wish to allow employees to see the amount of leave accrued for this leave category within a pay run on their pay slips;
- Hide balances from pay slips and in employee portal: This setting will appear if Employee Leave balance = Tracked. Tick this checkbox if you do NOT wish to allow employees to see the balance of this leave category on their pay slips or in the employee portal;
- Hide leave category name from employee view: Tick this checkbox if you do not wish to have the leave category name displayed in the calendar contained within the employee's portal.