"How do I approve timesheets and leave requests from the HR platform?" by Hero Academy training

Please note

This article is most relevant to customers connected to Xero or MYOB, or customers that are not connected to any payroll platform. If you are connected to Employment Hero Payroll, KeyPay or Quickbooks please review this training instead. 

 

What is time and attendance?

The phrase "time and attendance" refers to how an organisation tracks and records employees' time at work, as well as their time on leave from work. Employment Hero's HR platform allows your employees to create timesheets and leave requests and also allows managers to easily review and approve them. If your HR platform is connected to a payroll platform, you can also leverage the benefits of some approved time and attendance items syncing to your payroll platform. (Click here to review synced data by payroll integration.) 

 

How do I manage leave and timesheets?

 

WATCH: The training video

 

READ: Step-by-step guides

  1. Locations
  2. Public Holiday Calendars
  3. Submitting (Mobile/Desktop)and approving (Mobile/Desktop) leave requests.
  4. Submitting (Mobile/Desktop)and approving (Mobile/Desktop)timesheets.
  5. Leave reporting (from the HR platform)
  6. Timesheet reporting (from the HR platform)

 

FAQs

What is a location?

Locations help you identify the employment jurisdiction of an employee and is 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. This means once you assign the location to the employee, it ensures when they submit their leave request, the HR platform applies the correct public holiday dates.

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, and an admin or manager approves these via the desktop or mobile app. Like leave requests, timesheets also sync to through to your connected payroll platforms (excluding MYOB).

Did you know...

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

Communicating time and attendance 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, meaning you will require 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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