What's covered in this guide?
What are time off types?
Time off types are different options employees can select when taking time off. These can have unique balances and accrual rates. Most accounts start with 5 preset time off types:
Family and Medical Leave
Leave Without Pay
Maternity Leave
Paid Sick Leave
Vacation
More time off types can be added in Time & Attendance > Compliance > Time Off Types > +New Time Off Type
Access time off types
Access time off types through Payroll > Payroll Settings > Time Off Types.
Import time off types from Workforce
If leave types already exist in Workforce, import them straight to Payroll.
Navigate to Payroll Settings > Time Off Types in Workforce
Click the Import button
Review the Time Off Types being imported and click the Import button
Once all leave types have been imported to Payroll, ensure the reporting settings are configured correctly, including:
Account
If it accrues leave
If it's included in weighted overtime calculation
Create a new Time Off Type
Navigate to Payroll > Payroll Settings > Leave Types and click the + New button.
When creating a new leave type, enter the following fields:
Name (match this to the export name on the leave type in Workforce)
Payroll account (choose from any accounts set up in your journal)
Use the tick boxes to confirm if the time off type:
Accrues leave
Is included in the weighted OT calculation
Click the Create button once finished to save the new leave type.
Link time off created in Payroll to Workforce
Once a new leave type has been created in Payroll, map it to the corresponding leave type in Workforce:
Navigate to Time Off > Time Off Types in Tanda
Click Edit next to the relevant leave type
Select the leave created in Payroll under the Export Name drop down menu
Click the Update leave type button at the bottom of the page