"How do I approve Timesheets and Leave requests from the HR platform?" by Hero Academy Training

Overview

Employment Hero's HR platform allows your employees to create timesheets and leave requests and also allows managers to review and approve these submissions. If you connect your HR platform to a payroll platform, you can also leverage the benefits of approved time and attendance items syncing to your payroll platform. Click here to review what data from the HR platform syncs over to one of our provided payroll integrations. 

Please note

This article is most relevant to customers connected to Xero or MYOB, or customers that have no connection to any payroll platform. If you connect your platform to Employment Hero Payroll, KeyPay or QuickBooks Online, please review this training instead. 

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Read step-by-step articles

We have listed below some additional articles you can read on this topic:

FAQs

  What is a location?  

Locations help you identify the employment jurisdiction of an employee and typically where an employee physically works. You can only assign an employee to one location at a time, and each location ties into a specific public holiday calendar.

So, for example, if you have an employee in Perth, Western Australia (WA), you can create a unique location tied into a WA Public Holiday Calendar. Once you assign this location to an employee, the platform will make sure when they submit their leave request, it applies the correct public holiday.

  How do leave requests work?  

Employees can apply for leave on the desktop or the mobile app version of Employment Hero. Managers and admins can then approve these requests via the desktop or mobile app. Leave requests, then sync to your connected payroll platform immediately upon approval so they are ready for payment in the relevant pay run. Admins and managers can also create and edit leave requests on an employee’s behalf.

  How do timesheets work?  

Timesheets work similarly to leave requests. An employee can create and submit a timesheet via the desktop or mobile app. An admin or manager can approve these via the desktop or mobile app. Like leave requests, timesheets also sync through to your connected payroll platforms (excluding MYOB). However, please be aware we only support daily timesheet types via the mobile app. 

  Why won't the leave feature project my leave?  

The leave projection functionality depends on several factors. This table details who can see the projected leave figures when submitting a leave request. Please note that this feature is not available if connected to MYOB. 

Did you know...

The sync dashboard is a great feature to help you keep on top of any discrepancies between the time and attendance data you have on your HR platform vs your payroll platform. Now that you have sat this training, it might be a good time to review the sync dashboard.

Communicating leave and timesheets with staff

Employees can download the Employment Hero mobile app in the Apple and Google Play app stores to submit and approve leave requests and timesheets. The app also has a handy Events section where staff can see who else is on leave on a specific day. 

We have found that employees that use the app to submit leave requests are more likely to submit them before the pay run. So this means less manual adjustments for your payroll admins after they have completed a pay run. We recommend sending a quick company announcement (Desktop/Mobile) on the Company Feed to remind your staff.

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