Using the edit buttons, any type of leave may be added, deleted or modified. The check boxes define leave categories as being Paid or Unpaid, whether administrative notes are required and an option enabling the employee to book leave. 

For Example, Training is entered and viewed in the time sheets as a special leave category. 

How to add a new Leave Category

  1. To Access Navigate to Setup > System Setup

  2. Click on the Categories tab

  3. To add a new Leave Category first select any field within the Leave Categories area (this indicates that you are adding a Leave Category, rather than a Payslip Category).

  4. Select Add

  5. Enter the Name and Description of the new Leave Category.

  6. Select the method to be used for processing the leave using the Processed As drop down box. 
    • Processed As: Refers to whether or not the leave or training type attracts entitlements. Select one of the options available to indicate the way in which you want this leave category processed.  
      For example, if you were adding a paid parental leave category you would need to select 'Other' for the processed as. This way you are indicating whether the leave category affects any of the leave accruals against an employee when the leave category is used on a time sheet entry.
  7. Tick the required options if the leave (or training): 
    1. Paid: check this to indicate that the leave category is paid or not.
    2. Employee Can Book: If the leave category needs to be booked from the ClockOn GO app this option needs to be ticked. 
    3. Notes required: when checked, notes will be mandatory on the time sheet entry when the leave category is used.
    4. Include in Payroll Tax: Determines whether this category of leave is included in payroll tax calculations.
    5. Approve using location days: When the leave is approved, only those days where the business is open (as specified in the trading hours for the business - location manager, trading hours) will result in shifts created on those days.

  8. Select Save.

Note: Public holidays must be booked using the leave calendar for any working employees who are to be paid penalties or overtime for working on those holidays. Alternatively, for those not working, public holidays may be generated automatically using “Auto Create P/H Leave Entries” which can be found in the Employee Setup Special Options Tab.