What's covered in this guide?:
To access Workforce Payroll Leave Reports:
Navigate to Reports > All Reports > Payroll > Leave
What are leave types?
Leave types are different options employees can select when taking time off. These can have unique balances and accrual rates. Some common leave types:
Maternity Leave
Paternity Leave
Paid Sick Leave
Unpaid Sick Leave
Holiday Leave
Bank Holiday Leave
More leave types can be added in Time & Attendance > Compliance > Leave Types > + New Leave Type
Access leave types
Access leave types through Payroll > Payroll Settings > Leave Types.
Import leave types from Workforce
If leave types already exist in Workforce, you can import them directly into Payroll.
Navigate to Payroll > Payroll Settings > Earnings Rates.
Select Actions > Import Awards.
Choose Import Custom Awards and click the Import button.
After importing all leave types into Payroll, ensure the reporting settings are correctly configured, including:
Account
Whether it accrues leave
To configure these settings, select the earnings rate you want to adjust.
Create a leave type
Navigate to Payroll > Payroll Settings > Leave Types and click + New.
Enter the following details:
Name (match this to the export name of the leave type in Workforce)
Payroll account (select from the accounts set up in your journal)
Click Save to save the new leave type.
FAQs
Why aren’t leave balances appearing or calculating correctly?
Why aren’t leave balances appearing or calculating correctly?
There are a few common reasons this may happen:
1. Your account is in Payroll Test Mode.
If your organisation is still in Payroll Test Mode, payroll-related leave logic (like balance accruals and deductions) won’t run. This is intentional to prevent incorrect balances before committing to Payroll.
2. Changes to leave types don't sync in test mode.
In test mode, updating a payroll leave type (e.g., accrual rates or entitlements) does not trigger the sync job to update the related leave awards, which are core to the leave calculations. As a result, leave balances may not accrue or deduct as expected.
3. Name mismatches between leave types.
Payroll leave calculations rely on exact name matching between the Payroll Leave Type and the corresponding Workforce award. Even small discrepancies (e.g., spaces) can prevent leave from accruing or deducting.
How do I fix a leave type that’s not accruing or deducting correctly?
How do I fix a leave type that’s not accruing or deducting correctly?
Follow these troubleshooting steps:
Switch your account from test mode to live mode (if applicable).
Make a change to the affected leave type: this can trigger the sync job.
Delete and recreate the payroll leave balance:
Go to the employee’s profile:
Profile > Payroll > Payroll Details > Leave Balance > delete the balance.
Profile > Leave & Unavailability > Leave Balance > delete the balance.
Profile > Payroll > Payroll Details > Leave Balance > recreate the balance.
Refresh the page to check if the calculation updates.
What if I need to manually set or correct a leave balance?
What if I need to manually set or correct a leave balance?
If leave isn't calculating automatically due to configuration issues, you can manually edit or re-create the balance. Make sure the leave type is set up correctly and the sync job has been triggered before making manual adjustments.