Learn how to add or request leave for employees in Payroller with our simple guide below.
The following process can be done for both annual and sick/carer’s leave.
Once leave has been approved this will show on the pay run, the employee card, and the roster.
Step 1: Select ‘Leave’.
Step 2: Click ‘ + Add Leave’.
Step 3: Select the box under Employee name and select the employee from the drop-down provided.
If the employee is not listed here you can add the employee from the ‘People’ section.
Step 4: Select the required leave type.
Step 5: Select the Leave Period Start Date by clicking on the box and selecting from the calendar.
Step 6: Select the Leave Period End Date.
If the start date and end date is on the same day you will need to add hours of leave taken.
If the start date and end date is different, the hours will calculate based off the normal rostered hours in the ‘Settings’ section.
Step 8: Edit the leave hours as needed.
Step 7 (Optional): You can also leave a note with any details about the leave here.
Please note that these notes will not be visible to the employee.
Step 6: Click ‘Save’ when you’re done.
To view scheduled leave, click on the scheduled leave.
Here you will see the scheduled details.
Scheduled leaves will appear in several locations
When you run the pay run for the dates the leave was scheduled.
When creating a pay run on the period the leave was scheduled the leave will automatically show on the pay run.
You can edit the hours in this section if required.
On the employee card
On the employee card, you will be able to see any leaves requested, the date, the type and the number of days.
On Rosters
When creating a roster you will see the employee’s availability in the calendar.
Any conflict shift should be resolved before you can publish a shift.
Please note: If a scheduled leave is created on a date a shift has been rostered, you will see a ‘Conflict’ button. To resolve this please remove the rostered shift before scheduling leave.
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