HR platform: Update my organisations leave allowance templates

Overview

Leave allowance templates enable you to create pre-defined sets of leave accrual values, which you can then apply to new and existing employees. This then allows you to bulk update leave values for employees if the leave accrual rates or accrual methods change, rather than having to update them individually for each new employee.

This feature allows you to synchronise the leave allowance templates created on your Payroll platform and make them selectable within the HR platform. This will ensure the HR platform has the latest payroll configuration data and ensures the employee records on the HR platform have the correct information.

Availibilty

HR Plan:   Free   Standard   Premium   Platinum
Payroll Plan:   Standard   Premium

Getting started

Updating leave allowance templates
  1. Click the Payroll Settings menu.
  2. Click the Leave Allowance Template submenu.
  3. Click the Update From Payroll button.
    LAT_1.jpg

    Helpful Hint

    The Leve Allowance Template page will now show a grey Updated button. This means the HR platform has successfully imported your leave allowance templates from your Payroll platform.

    LAT_2.jpg

Further information

Ongoing synchronisation with the payroll platform

Once you have connected your Payroll and HR platforms, the HR platform becomes the source of truth for your company settings, payroll settings, and employee file data.

When you first connect the two platforms, the HR platform will pull the data from the Payroll platform into the HR platform, such as your leave allowance template data. Any additional changes to leave allowance template after the initial integration requires you to update manually your leave allowance template data.

Once you have imported any recent changes from the Payroll platform, you can make amendments to an employee's file, such as their salary history.

To read further details on how to manage leave allowance templates on your Payroll platform, refer to the following article.

To read further details on how to update an employee's salary history, refer to the following article.

Why does the leave allowance template show as disabled?

The HR platform will show a leave allowance template as disabled, if the data no longer exists on your Payroll platform. You can not delete disabled pay categories if you have used them previously in the HR platform.

The reason for this is platform data accountability and to ensure that when you use the Audit Trail feature, we display the correct logs of what changes occurred within your platform.

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