Log into your Employment Hero platform.

• Click the Settings menu.
• Click the Time Off Settings submenu.
• Click the Add Time Off Type button.
   
• Complete the following fields:
  • Time Off Type Name
    • e.g., Vacation Standard
  • Time Off Balance Tracking
    • Select Track balance accruals and time off taken if you want to add a policy to your time off type. A policy determines the balance and rules that should be assigned to the time off type.
      • If track balance accruals and time off taken is selected, the time off type in Payroll automatically becomes an Entitlement-Based Time Off type.
    • Select Only track time off taken if you do not wish to track a balance against this time off type.
      • If only track time off taken is selected, the time off type in Payroll automatically becomes a Standard Time Off type.
  • Unit Type
    • Select Days if your employees take their time off in days
    • Select Hours if your employees take their time off in hours
  • Select whether a Return to work is required for this time off type
  • Click the Save button.
    To add a time off policy, complete the following fields:
    • Time Off Policy Name.
    • Accrual Starts
    • Amount Accrued
    • Add an additional Tier if you award an additional balance to your employees based on length of service

• Carry Over Amount - choose from None, Unlimited or up to X number of days
• Carry Over Date (Note: your vacation calendar year will default here)
• Pro-rated for Part-Time/Casual Employees (select this option if you want your part-time workers to receive a pro-rated amount of time off)
• Time Off Balance Rules
  • Time off balances for assigned employees, select between
    • Do not apply time off balances to employees on assignment
    • Apply full time off balance amount on employee assignment
    • Apply a pro-rated amount on employee assignment
  • Time off balances for unassigned employees, select between:
    • Keep current balance
    • Remove current entitlement
    • Set current time off balance to zero
• Click the Save button.
   

• To assign the policy to certain employees, drag their name from the Available column to the Selected column.

  Helpful Hint

  You can click the >> button to move all employees to the Selected column.

• Click the Save button.
   

1. Click the Settings menu.
2. Under Payroll Settings, click the Time Off Settings submenu.
3. Click the button.
4. Click the Add Policy button.
    
5. Complete the following fields:
   • Time Off Policy Name.
   • Accrual Details:
     • Accrual Starts.
     • Amount Accrued.
   • Carry Over Amount.
   • Carry Over Date.
   • Pro-rated for Part-Time/Casual Employees.
   • Time Off Balances for New Employees.
6. Click the Save button.
    

7. To assign the policy to certain employees, drag their name from the Available column to the Selected column.

   Helpful Hint

   You can click the >> button to move all employees to the Selected column.

8. Click the Save button.
    

1. Log into your Employment Hero Payroll platform.
2. Click the Business Settings menu.
3. Click the Payroll Settings submenu.
4. Click Time Off Categories button.
5. Select the time off category
6. Complete the following Payment setup fields:
   • Basic - By selecting ‘basic’ it means that when an employee does not use time tracking, the employee's time off balance will be reduced and the earnings are not impacted. If the employee does not submit time tracking for all time worked, their balance will be reduced.
   • Do not pay for the time off taken - When an employee does not use time tracking, an earnings line with negative hours will be added within the pay run to reduce the earnings for the employee. When an employee is using time tracking to submit all time worked, no earnings line will be created.
   • Report the earnings for the time off taken against another income type - When wanting to report payments for time off taken in a separate income type, for reporting or journaling purposes, select this option. The earnings related to the time off taken will be assigned against the specified income type instead of the employee's primary income type. When this is selected, you'll be given the option to use the rate of pay from the employee's primary income type and you can click on the drop-down box to choose which income type you would like, including the primary income type. Please note that by checking this box, the system assumes that you still want the employee to be paid their usual rate of pay. 
   • Custom - This option allows the user to deduct hours from an arbitrary income type and transfer them to another arbitrary income type when time off is taken. You can see the drop-down boxes here, you can choose from the income types within the system. 
7. Click the Save button.