Available for the following HR plans: Standard, Premium, Platinum
Available for the following Payroll plans: Standard, Premium
Available for the following user access level: Admin
Time off allowance templates let you create pre-defined sets of time off accrual values, which you can then apply to employees. They allow you to bulk update time off values if the accrual rates or methods change, rather than having to update them individually for each employee.
This feature lets you synchronise the time off allowance templates created on your payroll platform and make them selectable within the HR platform. Time off allowance templates are managed on your payroll platform and any updates to them will automatically reflect in the HR platform.
Getting started
- Click the Settings menu.
- Click the Time Off Allowance Template submenu.
- Click the Update From Payroll button.
Helpful Hint
The Time Off Allowance Template page will now show a grey Updated button and means the HR platform has successfully imported your time off allowance templates from your payroll platform.
Further information
Once you have connected your payroll and HR platforms, the HR platform becomes the source of truth for your company settings, payroll settings, and employee file data including updating time off allowance template on an individual level.
When you first connect the two platforms, the HR platform will pull the data from the payroll platform, such as your time off allowance template data. Any additional changes to the time off allowance template after the initial integration requires you to manually update your time off allowance template data.
Once you have imported any recent changes from the payroll platform, you can make amendments to an employee's file, such as their salary history. To read further details on how to manage time off allowance templates, refer to the following article.
To read further details on how to update an employee's salary history, refer to the following article.
The HR platform will show a time off allowance template as disabled, if the data no longer exists on your payroll platform. You can not delete disabled pay categories if you have used them previously in the HR platform. The reason for this is platform data accountability and to make sure that when you use the Audit Trail feature, we display the correct logs of what changes occurred within your platform.
Explore related content
- Change to a different time off allowance template country This is a useful FAQ for better understanding how to edit your time off allowance templates. It shows you how to change the country for the template from the drop-down menu.
- Enable time off in weeks This feature provides a detailed step by step guide to understanding weekly time off, creating a time off type and how to create time off allowance templates for your employees.