1) Configuring leave types
2) Add a new entitlement
3) Add an entitlement to an award
4) Assigning an entitlement to a leave type
5) Assigning a leave type to an award pay group
6) Create leave types
7) Add a leave type to a pay group
8) Add a payroll category to an award
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1) Configuring leave types
New leave types can be added to Easy Employer at any point. It is important to ensure that the steps below are completed.
- Manually enter the entitlement type in Easy Employer or perform the entitlement type import to import the entitlement type into Easy Employer's entitlement list.
- Add the entitlement to the award.
- Add the payroll category to the award.
- Add the leave type to the award and award pay groups.
2) Add a new entitlement
- Click Organisation.
- Click Awards.
Entitlements will be displayed - Click Create Entitlement, Add the Name and Code of the entitlement and click Confirm to add the entitlement.
3) Add an entitlement to an award
- Click Organisation.
- Click Awards.
- Select the Award.
- Scroll to the Entitlements section and add the entitlement
4) Assigning an entitlement to a leave type
- Select the Award.
- Scroll to the Leave Types section.
- Edit the leave and assign the entitlement.
5) Assigning a leave type to an award pay group
- Select the Award.
- Locate the Award Pay Groups section and select the one that needs to have the Leave Type added.
- Click Edit Award Pay Group
- Scroll down to the Leave Types section, add the new Leave Type and then click Save and Update.
6) Create leave types
- Select Organisation from the top navigation bar.
- Open Awards.
- Select the award from the Awards section.
- Locate the Payroll Categories and input the appropriate details for the new Leave Type. Please ensure the "Type" is set to Leave. Press on the + to add the category.
- Scroll down to the Leave Types section.
- Input the appropriate details.
7) Add a leave type to a pay group
- In the award that you've added the leave type, locate the Base Award Pay Groups section or open the position where the pay group resides.
- Edit the Pay group that you would like to add the leave to.
- Under the Payroll Categories section add the Payroll Category associated with your new Leave Type.
- Scroll to the bottom of the pay group and locate the Leave Types section.
- Under New Leave Type, select your new leave type from the drop down menu. The settings, such as the category, will default to the configuration set.
- Save and update the pay group. The leave type will now appear when an employee within that pay groups submits a leave request.
8) Add a payroll category to an award
- Open the Award.
- Locate the payroll categories section and scroll to the bottom of the section.
- In the Add new category section, add the new category and ensure the Type is set to leave.
- Click the Add button on the right side of the page (this may require the page to scroll to the right).