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How to Manage Leave Settings

The Leave section lets you define leave types, configure payroll integration for leave, and manage leave balance tracking.

Getting There

  1. Click Settings (cog icon) in the left sidebar.

  2. Select Leave from the settings menu.

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Leave Types

Leave types define the kinds of time off available to your employees (e.g. Annual Leave, Sick Leave, Personal Leave).

To add a leave type

  1. Click Add Leave.

  2. Enter the Title and choose the Type.

  3. If applicable, enter a Payroll Code for export.

  4. Configure visibility, comments, notice requirements, and file upload settings.

  5. Click Save.

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To edit a leave type

  • Click the edit icon next to any leave type in the table.

  • Update the fields and click Save.

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To search leave types

  • Use the Search bar above the table to filter by name.

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Payroll Integration

Include Job Tracking in Payroll Export

  • Toggle this on to include job costing data alongside leave entries in payroll exports.

Exclude Leave From Payroll

  • Toggle this on to exclude leave entries from your payroll export file.

Exclude Holidays From Payroll

  • Toggle this on to exclude public holiday entries from payroll exports.

Use Leave Balances

  • Toggle this on to track and enforce leave balances for each employee.

  • When enabled, employees can see their remaining balance when submitting leave requests.

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Payroll Codes

If your company uses overtime levels (without the Awards engine):

  • OT1 Payroll Code — the code used for overtime level 1 in payroll exports.

  • OT2 Payroll Code — the code used for overtime level 2.

  • NT Payroll Code — the code used for normal time.

Payroll Provider for Leave Balances

  • If a payroll provider is configured, select it from the dropdown to sync leave balances.

  • Choose None (Use CSV Import) to manage balances manually via CSV upload.

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Saving Your Changes

  • Click Save at the bottom of the page.

Tips

  • Set up leave types before onboarding employees so balances start tracking from day one.

  • Use payroll codes consistently across leave types and your payroll system to avoid export errors.

  • Regularly review leave balances, especially before peak holiday periods.