Overview
This guide provides step-by-step instructions for configuring, mapping, and managing leave types and entitlements in Easy Employer. It covers creating leave types, adding entitlements, linking to awards/pay groups, and ensuring correct leave options for staff. Screenshots and video walkthroughs are included.
Contents
- Configure leave types
- Add a new entitlement
- Add an entitlement to an award
- Assign an entitlement to a leave type
- Add a payroll category to an award
- Assign a leave type to an award pay group
- Create leave types
- Add a leave type to a pay group
- Videos
Related articles
Configure leave types
Add or edit leave types in Easy Employer to match your business needs. Complete these steps to ensure leave options are available for users.
- Manually create an entitlement type, or use the entitlement type import to upload to Easy Employer.
- Add the entitlement to the relevant award.
- Add the payroll category to the award.
- Add the leave type to the award and award pay groups.
NOTE: Leave types must be included in the pay group to be selectable in leave requests.
Add a new entitlement
To create a new entitlement:
- Go to Organisation.
- Click Awards.
- Click Add in Entitlements.
- Fill in the details for the entitlement.
- Click Confirm.
Add an entitlement to an award
Attach your entitlement to an award to make it available to employees in that award.
- Select the award.
- Scroll to Entitlements and add the entitlement.
Assign an entitlement to a leave type
To link an entitlement to a specific leave type:
- Select the award.
- Scroll to Leave Types, edit the leave type.
- Assign the entitlement and save.
Add a payroll category to an award
Create a payroll category so the leave type appears on payroll exports:
- Select the award.
- In Payroll Categories, click New Payroll Category, enter details (set Type to Leave), then click Add.
Assign a leave type to an award pay group
Control which pay groups can access specific leave types:
- Select the award.
- In Base award pay groups, select the group.
- Click Edit Award pay group.
- Add the leave type, then click Save and update.
Create leave types
To make a new leave type available to staff:
- Select the award.
- In Leave Types, use New Leave Type, enter details, then click Add.
Add a leave type to a pay group
Enable the new leave type for a particular pay group:
- In the relevant award, go to Base Award Pay Groups or the position for the pay group.
- Edit the pay group you want to update.
- Under Payroll Categories, add the Payroll Category for the new leave type.
- Go to the Leave Types section.
- Under New Leave Type, select the new leave type and adjust details as needed.
- Click Add.
- Click Save and update.
The leave type will now appear as an option when an employee in that pay group submits a leave request.
Videos
Easy Employer | Award Interpreter – adding a new leave type
Learn how to set up and manage leave types and entitlements in Easy Employer. Step-by-step visual walkthrough including practical examples.
Easy Employer | Award Interpreter – adding a leave type to a pay group
Walkthrough of the process for mapping entitlements and linking to awards in Easy Employer. Covers troubleshooting common mapping issues.