Learn how to create a new leave allowance template in QuickBooks Online Advanced Payroll.
Leave allowance templates allows you to:
- create pre-defined sets to leave accrual values to help make managing leave for employees easier.
- apply set leave accrual values to new and existing employees.
- make bulk update leave values for employees if accrual rates or methods change.
Adding a leave allowance template
- Go to Payroll Settings and select Leave allowance templates.
- Select Add.
- Give your new template a name.
- Select the appropriate leave year start date setting from the dropdown list. The leave year is used on each accruing leave category as you are able to choose to accrue leave based as per an 'ongoing basis', or 'based on the employee's leave year'. If you select The following date, choose the date and year from the calendar.
- Select the leave categories you want to activate for this template. Employees will only be allowed to access and apply for the types of leave you switch on.
- If you want to change the values for a leave category, select the Override button.
- Select Save.
Copying a leave allowance template
You can copy a leave allowance template by selecting the copy icon next to the template name. Once you select copy, another template will be added underneath the existing template with the same name appended with '-Copy'.
Deleting a leave allowance template
To delete a leave template, select the delete icon. Select Delete to confirm.