Add a Leave Type

1. Select Payroll Configuration from the Payroll module, then click on the Leave Type tab.

2. Click the Add button at the bottom of the Leave Type grid, and the Add Leave Type window opens in a popup.

3. Complete the fields as described below.

   • Leave Type: Enter a unique name for this leave type.

   • Leave Units: Select from Days or Hours.

   • Prorate By FTE: Select Yes or No. If Yes is entered the employee’s days/hours will be prorated by the employee’s FTE.

   • Display On Paycheck: Your choice in this field specifies whether the leave balance will be made available to the employee or if it is to be used for internal tracking purposes only.

   • • Selecting Yes causes the leave accrual (if applicable) and used values for the leave type to be printed on all employees' pay stubs whether or not they have that leave type.

     • If you select No, used leave amounts and accrual values will never be displayed on a paycheck stub, but will be tracked through reports. You can temporarily set this value to No if you haven't yet set up leave.

     • Selecting When Used causes the leave to show on paycheck stubs only when an employee has been given that type of leave. Note: This option is the most commonly used setting.

   • Enable Warning: You can choose to enable a warning notification to occur when an accrued leave balance is exceeded for a leave type for an employee. The warning occurs when entering leave taken in Manage Payroll > Leave Details. Note: There is no automatic docking with this warning. 

   • • Selecting Yes will cause the warning to appear while allowing the user to continue and "go negative" on an employee’s leave balance, if necessary.

     • Selecting No allows the leave type to automatically "go negative" without notifying the Manage Payroll user.

4. Click the Save button to save the leave type and return to the Payroll Configuration window.

Continue with Add an Employee Group to a Leave Type

Return to Payroll Configuration — Leave Type Tab