Before You Begin
There are 4 key aspects that need completing before proceeding:
- You have loaded all required employees into Employment Hero.
- For each employee within Employment Hero, you have specified their location and manager.
- Have a list of all outstanding leave requests that need uploading into Employment Hero.
- Have decided whether to use Employment Hero's Two Level Leave function.
Where Should I Begin
You can use the Public Holidays function to create a public holiday calendar tailored to your business and the states and/or territories you operate within.
You can select from Employment Hero's pre-created public holiday templates and customise it to suit your business needs, or you can create your own public holiday calendar from scratch.
To understand how this section works, we recommended reading this article.
Submitting a Leave Request
Employees can use the Leave Request function to submit a leave request for approval.
To understand how your employees can submit a leave request refer to this article
Managing an Employee's Leave Request
Managers and Admins can use the Leave Management function to approve and/or decline employee submitted leave requests.
To understand how a single leave approval process works for approving an employee's submitted leave request, refer to this article
To understand how a two leave approval process works for approving an employee's submitted leave request, refer to this article
Things I should Consider
One important aspect to consider when you are setting up your public holidays, is that they are location based. For further details on how to set up your locations refer to this article.
The second important aspect to consider is whether there are any regional holidays that you need to add to your Employment Hero public holiday calendar. For further details on how to add public holidays to your Employment Hero calendar refer to this article.