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How to create and manage leave requests
by Intuit• Updated 9 months ago
Do you need to add leave taken either during the pay run or via leave requests?
How to add leave during a pay run
While in the pay run screen you can enter leave by:
- Select the employee to open their details for the pay run
- Select Actions and choose Take Leave.
- Select the Leave Category, enter the Hours Taken (and enter Notes if required)
The employee's Available Hours will be displayed next to the Notes field.
Important to note: Business owners have the ability to select which leave categories allow negative leave balances. If the leave request is for more than what the employee has available in a leave category that doesn't allow negative balances, the system will automatically calculate and apply the portion of unpaid leave when the leave is applied to the pay run.
How to create future leave requests
You can add leave in advance from the Employee homepage
- Select Payroll from the left-hand menu
- Select the dropdown next to Manage Employees and select Create Requests
- Select Employee and Leave Category
- Select the First day of leave and Last day of leave
- Tick whether or not you wish to Approve immediately
- Select Save
How to approve and manage future leave requests
- Select Payroll from the left-hand menu
- Select the dropdown next to Manage Employees and select Manage Requests
- Apply any relevant filters
- Select the Pencil icon to edit the leave or the Tick icon to approve the leave
- Select Close
Note: If a leave request has more hours than the employee's normal weekly, fortnightly or monthly hours, just apply the appropriate amount of hours. Any remaining hours will carry over to the next pay run.
Content sourced from Employment Hero
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