To begin with, you will need to create the time off types you want your employees to take instead of hours. There is no limit to the amount of types that you can create; this is because the platform allows you to assign types per employee. These new types can be in days or weeks. The steps on how to undertake this are:

1. Log in to your Employment Hero payroll platform.
2. Click the Business Settings menu.
3. Click the Payroll Settings submenu.
4. Click the Time Off Category button.
5. Click the Add button.
    
6. Select the Standard Days or Weeks Per Year option from the Standard Allowance drop-down.
7. Complete the following fields:
   • Name
   • External ID
   • Time off type type:
     • Standard
     • Maternity and Parental Time off
     • Sick Time off
     • Bereavement Time off
     • Compassionate Care Time off
   • Employee time off balance:
     • Tracked
     • Not tracked
   • Payment setup:
     • Basic
     • Don't pay for the time off taken
     • Report the earnings for the time off taken against another income type
     • Custom
8. Click the Save button.
    

Once you have created your time off types, you will need to create your time off allowance templates. These allow you to group multiple time off types together and set the rate at which each type accrues time off in days or weeks. There is no limit to the amount of templates that you can create; this is because the platform allows you to assign templates per employee. The steps on how to undertake this are:

1. Log into your Employment Hero payroll platform.
2. Click the Business Settings menu.
3. Click the Payroll Settings submenu.
4. Click the Time Off Allowance Templates button.
5. Click the Add button.
    
6. Complete the following fields:
   • Template name
   • Time off year should start on
7. Select the required time off types.
    
8. In the Time Off Allowance section, use the override toggle switch to change the data if required.
9. Click the Save button.
    

Since Employment Hero is the source of truth for information such as company settings, payroll settings, and employee file data; it will require you to re-synchronize your platforms to import the new time off types. The steps on how to undertake this are:

1. Log into Employment Hero.
2. Click the Settings menu.
3. Click the Time Off Categories submenu.

4. Click the Update From Payroll button.
    

   Helpful Hint

   The Time Off Categories page will now show a grey Updated button and means Employment Hero has successfully imported your time off types from your payroll platform.

   
    

Since Employment Hero is the source of truth for information such as company settings, payroll settings, and employee file data; it will require you to re-synchronize your platforms to import the new allowance templates. The steps on how to undertake this are:

1. Log into Employment Hero.
2. Click the Settings menu.
3. Click the Time Off Allowance Template submenu.

4. Click the Update From Payroll button.
   
   
    

   Helpful Hint

   The Time Off Allowance Template page will now show a grey Updated button and means Employment Hero has successfully imported your time off allowance templates from your payroll platform.

   
    

In order for you to apply the new time off allowance template to your employees, you will need to update their pay details. Once you have updated their details, Employment Hero will automatically synchronize the changes with the payroll platform. The steps on how to undertake this are:

1. Log into Employment Hero.
2. Click the People menu.
3. Click the Employees List submenu.
4. Select the employee that needs a time off allowance template updated.
5. Click the Pay Details tab.
6. Click the Salary History tab.
7. Click the Action button.
8. Click the Edit button.
    
9. In the Time Off Allowance field, select the required Time Off Allowance Template option.
10. Complete the Change Reason field.
11. Click the Save button.