1. In Employment Hero, click on Settings.
2. In the Time & Attendance section, click Time Off.
3. Click on the + Add Time Off Type button.
4. Complete the following fields:

• Time Off Type Name This is the required public name for the leave policy. It will be visible to employees when they request time off and on their paystubs (unless hidden). You should enter a clear and descriptive name, for example: Vacation, Sick Leave, Personal Days, Paid Time Off (PTO), Jury Duty, or Bereavement Leave.
• Time Off Balance Tracking This critical setting determines how the system will manage balances for this time off type.
  
  Choose Track balance accruals and time off taken for policies where employees earn time over a period (e.g., they accrue 8 hours of vacation per month). This is the most common option for policies like Vacation or PTO. 
  
  Choose Only track time off taken for policies where employees do not have a "bank" of time to draw from. This is ideal for tracking unpaid leave, jury duty, or other types of leave that don't have an accrued balance.
• Unit Type Select the unit you will use to track this time off type. This should be consistent with how you manage leave and pay your employees. 
  
  The options are: 
  • Select Days, a common choice for salaried employees, if your employees take their time off in days.
  • Select Hours, the most precise option, best for hourly employees, if your employees take their time off in hours.
  • Select Weeks, used for longer leave types, such as Parental Leave or Sabbaticals. 
• Return to work form (Optional) Check the box for Include a return to work form for this leave category if you require an employee to submit a form before they can return to work from this type of leave. This is commonly used for medical or disability-related leave.
• Require comments or documents on time off request submission? (Optional) These settings add requirements for employees when they submit a request. If you check "Notes required," the comments/notes field will be mandatory. If you check "Documents required," employees must upload a supporting document, such as a doctor's note for sick leave or a summons for jury duty.
• Other Settings: These optional settings provide additional control.
• Leave reason required forces employees to select a reason from a predefined list. 
• Prevent negative leave balances will stop an employee from requesting more time off than they currently have. 
• Hide balances from paystubs prevents the employee's available balance from appearing on their paystub.
• Hide accruals from paystubs prevents the amount of time earned during the pay period from appearing on the paystub.

Payment Setup: Select if it will be recorded as paid time, unpaid time or time worked.

Payroll Income Type: From the dropdown menu, you must select the corresponding income type that has been set up in your payroll system (e.g., Vacation Pay, Sick Pay, Regular Pay). This is crucial for ensuring employees are paid correctly.

1. To add a time off rule, complete the following fields:
   • Time Off Policy Name
   • Accrual Starts
   • Amount Accrued
2. 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)
   • Prorate 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 for New Employees
     • Select Do not apply time off balance to employees on assignment if you want to manually assign balances to your new employees
     • Select Apply full balance amount on employee assignment if your employees should receive the full amount of time off assigned to this policy
     • Select Apply a prorated amount on employee assignment if you want your employees to receive a pro-rated time off entitlement based on their start date in the current vacation calendar year (Note: the calculation is based on calendar days in a year)
3. Click the Save button.

4. 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.

5. Click the Save button.

1. Log into Employment Hero.
2. Click the Settings menu.
3. Under Time & Attendance, click the Time Off option.
4. Go to the time of type you want to add the rule to and click on the three dots. 
5. Choose + Add Rule from the dropdown options. 
6. Complete the following fields:
   • Time Off Rule Name
   • Accrual Details:
     • Accrual Starts
     • Amount Accrued
   • Accrual Happens On
   • Carry-Over Amount
   • Carry-Over Date
   • Prorate for Part Time/Casual Employees
   • Time Off Balances for New Employees
7. Click the Save button. A modal will pop up so you can assign employees to the vacation rule.  

8. To assign the rule 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.

9. Click the Save button.

1. Log into Employment Hero.
2. Click the Time menu.
3. Click the Time Off Management submenu.
4. Click the Action button.
5. Click the View button.
6. Click the Approve button.

1. Log into Employment Hero.
2. Click the Time option in the left-hand side menu.
3. Click the Time Off Management submenu.
4. Select the employees that need a time off request approved.
5. Click the Approve Selected button.

1. Log into Employment Hero.
2. Click the Time menu.
3. Click the Time Off Management submenu.
4. Click the Action button.
5. Click the View button.
6. Click the Decline button.

1. Log into Employment Hero.
2. Click the Time menu.
3. Click the Time Off Management submenu.
4. Select the employees that need a time off request declined.
5. Click the Decline Selected button.
6. Enter the reason for declining the time off request.
7. Click the Decline button.

1. In Employment Hero, click Time (Clock icon) then click on Time Off Management.
2. Click the Filter button and choose from the following options:
   • Date range.
   • Personnel.
   • Time off category.
   • Status:
     • Pending time off.
     • Approved time off.
     • Declined time off.
   • Employee status:
     • Direct employees.
     • Indirect employees.
     • All employees.
3. Click the Search button.

1. In Employment Hero, click Time (Clock icon) then click on Time Off Management.
2. Click the Add New Time Off Request button.

3. Complete the following fields:

   • Who is this time off request for?
   • Personnel.

   Important

   Enter the name of the employee you are submitting a time off request for. Do not enter the person's name who is submitting this time off request.

   • Time off type.

   Important

   The time off types available depend on what time off allowance, income type, and award you selected within their employee file. To read further details on how to view an employee's pay details, refer to the following article.

   • Start date.
   • Time off duration.
   • End date.
   • Comment.

4. Click the Add Document button to add any required files.

   Important

   If you are only submitting a half day off work for your employee, then you can edit the value within the Hours field. For example, instead of nominating eight hours for a full day of time off, you can nominate four hours for a half day of time off. You can also specify whether the time off occurs during morning and afternoon/evening times by selecting AM or PM.

5. Click the Approve button.

1. Log into your New Employment Hero HR platform.
2. Click the Time menu.
3. Click the Time Off Management submenu.
4. Click the Add New Time Off Request button.

5. Complete the following fields:

   • Who is this time off request for?

     Helpful Hint

     You need to select either Multiple employees or Everyone.

   • Personnel.

   Important

   Enter the name of the employee you are submitting a time off request for. Do not enter the person's name who is submitting this time off request.

   • Time off type.

   Important

   The time off types available depend on what time off allowance, income type, and award you selected within their employee file. To read further details on how to view an employee's pay details, refer to the following article.

   • Start date.
   • Time off duration.
   • End date.
   • Comment.
6. Click the Next button.
7. Click the Approve button.

1. In Employment Hero, click Time (Clock icon) then click on Time Off Management.
2. Click the Actions button.
3. Click the Edit button.
4. Make the required changes.
5. Click the Approve button.

1. In Employment Hero, click Time (Clock icon), then click on Time Off Management.
2. Click the Time Off Calendar tab.
3. Here you will see your staff's time off in calendar format.

1. In Employment Hero, click Time (Clock icon) then click on Time Off Management.
2. All time off requests will be displayed on the table, click the Actions button and select View from the dropdown. If you can't see any requests, you may need to check the search filters to ensure the status and reporting personnel options are set up correctly. 

1. In Employment Hero, click Time (Clock icon) then click on Time Off Management.
2. Click the search bar and filter based on:
   • Personnel.
   • Time off category.
3. Click the Search button.
4. You will now see your employee's time off balance per type and any pending requests they may have. Their continuous employment date will be used to determine their time off balances (for New HR platform users).

1. In Employment Hero, click Time (Clock icon) then click on Time Off Management.
2. Click the Time Off Calendar tab.
3. Choose from the following filter options:
   • Month.
   • Year.

1. In Employment Hero, click Time (Clock icon) then click on Time Off Management.
2. Hover over the clock icon in the Info column to see the time off approval details.

1. In Employment Hero, click Time (Clock icon) then click on Time Off Management.
2. Click the Time Off Balances tab.
3. Click the search bar and filter based on:
   • Personnel.
   • Time off Category.
4. Click the Search button.
5. Click the Download CSV button.

1. In Employment Hero, click Time (Clock icon) then click on Time Off Management.

2. Find the employee's time off request, click Actions and select Edit from the dropdown.

   Important

   If you are only submitting a half day off work for your employee, then you can edit the value within the Hours field. For example, instead of nominating eight hours for a full day of time off, you can nominate four hours for a half day of time off.

3. Make the required changes.
4. Click the Approve button.

1. In Employment Hero, click Time (Clock icon) then click on Time Off Management.
2. Find the employee's time off request, click Actions and select Delete from the dropdown.