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Intuit
2 helpful votes

How to create and manage leave requests

Do you need to add leave taken either during the pay run or via the leave requests? 

How to add leave during a pay run

While in the pay run screen you can enter leave by:

  1. Select the employee to open their details for the pay run
  2. Select Actions and choose Take Leave 
  3. Select the Leave Category, enter the Hours Taken (and enter Notes if required)

Note: The Available Hours will be displayed next to the Notes field, the system, If you enter more hours than the employee is entitled to, a warning will display that says This employee has taken more leave than they have accrued .  The system will allow the employee to go into a negative leave balance.

How to create future leave requests

You can add leave in advance from the Employee homepage 

  1. Select Employees from the left-hand menu 
  2. Select the dropdown next to Manage Employees and select Create Requests
  3. Select Employee and Leave Category 
  4. Select the First day of leave and Last day of leave 
  5. Tick whether or not you wish to Approve immediately 
  6. Select Save 

  How to approve and manage future leave requests

  1. Select Employees from the left-hand menu 
  2. Select the dropdown next to Manage Employees and select Manage Requests 
  3. Apply any relevant filters 
  4. Select the Pencil icon to edit the leave or the Tick icon to approve the leave 
  5. 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.

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