Leave is paid or unpaid time off work that staff are entitled to under their award. There are usually several types with varying entitlements, usually limited to permanent full or part time staff.
Depending on your settings, leave can either be requested by staff, pending approval by a manager, or entered by a manager on behalf of the staff.
To review and approve leave, go to Payroll & Leave > Leave.
All pending requests are shown by default. Use search filters to view requests for a particular staff, for a particular date range, or to also see leave that has been approved, rejected or retracted.
Leave can then be approved, edited and retracted from this list as required.
Approving and retracting are as simple as clicking the button. Editing allows for making changes when the leave hasn’t yet been approved. Once a leave request has been approved, it must be retracted and resubmitted, which will ensure the changes and approver details are recorded correctly.
To create a new leave request on your staff's behalf, click the Create new button at the top of the page. On the following page, select the staff, leave type, and the number of hours for each day of leave.
By default weekends and public holidays are skipped for multi-day requests.
If the staff has no leave types available, or not the one you’re looking for, this is set in the award and can be altered in awards settings.
When staff are required to be paid for a public holiday without working, you will need to create an instance of Public Holiday Leave for the day instead of a shift.
If the staff also works, and should be paid differently that they usually would be paid, that should be reflected in their award setup. Roster them on that day as usual, but don’t create the Leave entry.
Public Holidays need to be created for each region. Go to Payroll & Leave > Public Holidays to ensure the system is aware that it’s a public holiday, and for which locations and staff that will apply. To learn more including how to use bulk upload to create them, read Public holidays.
Hours are taken from Leave balances when the Leave is actually taken, not when it’s booked in, as it hasn’t occurred at that point, and the company could still be lible for it.
Similarly, the Leave balances update when the paycycle is processed, as that’s when the shifts they earn Leave hours for are confirmed and locked down.
These balances are updated according to the leave accrual rates set up in the staff award settings.
Leave balance history
Managers with System log access can see the Leave Balance History page, under Payroll & Leave > Reports.
This page tracks all accruals and deductions for each individual leave type for each staff, shows what triggered the change, whether it was via an upload, a pay cycle being processed or the staff using their leave.
Use the search feature to filter for a specific staff, pay cycle or for just accruals or deductions, very helpful for illustrating balance updates to staff.