Step-by-Step: How to Set Up Leave for Employees

1. Access the Employees Section

• Go to the side menu and open Payroll > Employees

2. Select an Employee

• Click on the employee's name to open their profile

3. Enable Leave Entitlements

• Click on the Leave Settings section
• Click Edit, then toggle Enable Leave
• This activates leave tracking for this employee

4. Configure Leave Settings

• Leave Accrual Start Date: Leave this blank unless you want the accrual to start from a particular date, otherwise the leave will accrue from the employment start date (entered in Employment section).
• Select an Accrual Method:
  • Per Pay: Leave accrues by pay period (regardless of hours worked). Update Pay frequency as appropirate.
  • Per Hour Worked: Leave accrues based on actual hours worked — ideal for part-time and casual employees. Update full time hours as appropriate.
• Adjust Annual and Sick Leave Entitlements:
  • Default values:
    • 152 hours/year for Annual Leave
    • 76 hours/year for Personal/Sick Leave
  • You can update these to match your business policy or award conditions

5. Add Opening Leave Balances (Optional)

• If the employee has existing leave carried over from another system, enter those balances here

6. Save the Settings

• Click Update to apply your changes

7. Leave Management in Pay Runs

• During payroll processing:
  • Leave accrues and is tracked in real-time.
  • You can enter leave taken by adding a Leave Pay Item (e.g., Paid Leave or Sick Leave) in the pay run.

💡 Useful Tips

📅 Accrual method: Use Per Hour Worked for part-time/casual staff and Per Pay for salaried staff.

🔁 Opening balances: Enter when transitioning from another system to ensure accurate leave tracking.

📋 Record leave taken: During pay runs, add leave items under the employee’s pay record.

🧾 Stay compliant: Review leave entitlements regularly to align with Modern Awards or NES obligations.

📊 Audit often: Run leave balance reports monthly or quarterly to catch errors early.