Leave Liability
Accrued unused leave per employee valued at the current daily rate, for the balance sheet accrual.
Leave & attendance
Leave policies and balances, requests and approval, work patterns, shifts and rosters, daily attendance from devices, and the timesheets with a line per day that payroll reads at cutoff.
StatusPlannedPublishedSwappednext 14 days
- GN: SHF-3440, 29 Sep to 05 Oct, Planned
- YH: SHF-8661, 01 Oct to 07 Oct, Published
- NH: SHF-6608, 21 Sep to 27 Sep, Swapped
- AE: SHF-4744, 09 Oct to 15 Oct, Planned
- ZD: SHF-1806, 24 Sep to 28 Sep, Published
- PA: SHF-3458, 10 Oct to 13 Oct, Swapped
Leave policies
A policy is a leave type with its rules:
| Rule | What it decides |
|---|---|
| Accrual method | Monthly accrual, annual upfront, per hours worked, or none |
| Annual entitlement | Days per leave year, pro-rated for joiners |
| Leave year start | The month the leave year begins; it need not be the tax year |
| Carry-forward cap | Days that survive the leave year roll |
| Encashable | Whether unused days can be paid out, at exit or at the roll |
| Paid | Whether absence under this policy counts as paid days or loss of pay |
| Applies to | Employment types the policy covers |
| Requires attachment | A certificate beyond a threshold of days |
Annual, sick, casual, maternity, paternity, compensatory, unpaid and bereavement leave are the usual set. Each is a configured policy row. Entitlements and changes are reviewed for the applicable employment terms and jurisdiction.
SubmittedYou
- LR-88811 LP-4374 11 in 10 d
- LR-85578 LP-6377 19 9 d
- LR-87382 LP-1097 8 12 d
- LR-66682 LP-4925 19 4 d
- LR-75568 LP-1472 23 in 9 d
LR-88811
- Employee
- NL
- LeavePolicy
- LP-4374
- FromDate
- 27 Sep
- ToDate
- 05 Oct
- Days
- 11
Balances
A balance exists per employee, policy and leave year: opening, accrued, taken, pending, adjusted, encashed, lapsed and available. Available is opening plus accrued, less taken and pending, plus adjustments, less encashed and lapsed. Accrual runs on the schedule the policy sets. Pending moves when a request is submitted, so two overlapping requests cannot both pass the balance check. Approval transfers the same days from Pending to Taken, leaving Available unchanged. Rejection releases the pending reservation; cancellation of approved future leave reduces Taken and restores Available. Lapsed is written at the leave year roll for days above the carry-forward cap. Adjustments carry a reason and are the HR Manager’s to make. My Leave Balances and the approval screen read the same row.
You
| Leave Policy | Leave Year | Opening Balance | Accrued | Taken |
|---|---|---|---|---|
| LP-8254 | 620 | 360 | 660 | 360 |
| LP-6135 | 670 | 720 | 960 | 850 |
| LP-5415 | 90 | 410 | 30 | 650 |
| LP-5892 | 850 | 940 | 490 | 730 |
| LP-8120 | 150 | 960 | 420 | 930 |
| LP-8407 | 800 | 580 | 240 | 290 |
Requests and approval
An employee raises a request under a policy for a date range. Working days are counted from the holiday calendar of the employee’s location and their work pattern, and a half day is flagged. A request that exceeds the available balance is refused unless the policy is unpaid. The manager on the employee record is the approver. Approval updates the balance and marks the days in attendance as on leave; a rejection carries the reason back to the employee. After the entity’s escalation interval, Approver is reassigned to its designated HR Manager; OriginalApprover and EscalatedOn preserve the trail. The reassigned request appears in that HR Manager’s Leave Approvals queue.
You
| Request Number | Leave Policy | From Date | To Date | Days |
|---|---|---|---|---|
| LR-25759 | LP-6873 | 22 Sep | 01 Oct | 11 |
| LR-25306 | LP-4538 | 23 Sep | 26 Sep | 2 |
| LR-74065 | LP-5830 | 27 Sep | 04 Oct | 4 |
| LR-91998 | LP-7471 | 23 Sep | 25 Sep | 17 |
| LR-74562 | LP-3346 | 22 Sep | 26 Sep | 10 |
| LR-18531 | LP-6085 | 18 Sep | 25 Sep | 9 |
Work patterns, shifts and rosters
WorkPatterns defines working days and hours, defaulted from the employee location. Weekly offs come from that pattern.
A shift is a start, an end, a break, a grace period for late arrival, whether it is a night shift and which premium component it pays. A roster entry puts one employee on one shift on one date at one location. The planned start and end are copied onto the entry, so an override or a swap is recorded on the entry without changing the shift. Managers plan the roster and publish it. Employees see published entries in their own roster, and a swap is recorded against both people.
YouAttendanceDate = today
- AR-87047SHF-428611 Sep → 15 SepPresent
- AR-49803SHF-953608 Sep → 10 SepAbsent
- AR-73537SHF-809623 Sep → 29 SepHalfDay
- AR-88421SHF-371005 Sep → 12 SepOnLeave
- AR-89055SHF-109122 Sep → 01 OctHoliday
Attendance
One row per employee per day, built from a configured clock-punch connection, an import or manual entry. Device, mobile and web sources require mapping and validation during rollout. Hours worked, overtime beyond the rostered shift and late minutes beyond the grace are calculated against the shift. A row with a missing punch on a rostered day, or a punch on a leave day, is flagged as a discrepancy. The manager makes the attendance correction (regularisation) with a reason. The correction is on the row with the manager’s name and date, and the day’s status stays what the day was. Holidays and weekly offs are marked from the calendar and the work pattern; approved leave marks the day from the request. The status on the row is what payroll reads.
SubmittedYou
- TMS-97738 CC-110 12 in 3 d
- TMS-32105 CC-130 2 in 5 d
- TMS-45136 CC-110 8 in 5 d
- TMS-69942 CC-110 5 in 6 d
- TMS-24613 CC-150 2 in 7 d
TMS-97738
- Employee
- BG
- PeriodStart
- 20 Sep
- PeriodEnd
- 26 Sep
- RegularHours
- 12
- OvertimeHours
- 5
Timesheets
For hourly and shift staff the period’s attendance rolls into a timesheet with a line per day worked. Each line carries regular, overtime and holiday hours, the roster entry and attendance row it came from, and the cost centre to charge. A person lent to another cost centre for a few days has those days’ lines charged there. The header totals roll up from the lines. The employee submits it, the manager approves it, and at cutoff only approved timesheets included in the run lock. Unapproved sheets remain editable; after approval they feed an eligible open-period run with their original work dates. Salaried staff without hourly pay do not need a timesheet; their days come straight from attendance.
What payroll reads from here
| Attendance outcome | Payroll effect |
|---|---|
| Present, holiday, weekly off, approved paid leave | Paid day |
| Approved unpaid leave, absent without approval | Loss-of-pay day, pro-rating every component flagged for it |
| Overtime hours on an approved timesheet | Overtime input at the employee's rate times the component's multiplier |
| Shift worked with a premium component | Shift allowance input per shift |
| Encashment at the leave year roll or exit | Encashment input at the daily rate |
Modules
-
Core HR
The employee record, assignments and the org chart, documents with verification and expiry, tax details, salary structures, onboarding checklists and exits.
-
Recruiting
Requisitions against approved positions, candidates through stages, interviews with feedback, and offers approved against the band before they are sent.
-
Leave & attendance
Leave policies and balances, requests and approval, work patterns, shifts and rosters, daily attendance from devices, and the timesheets with a line per day that payroll reads at cutoff.
-
Payroll
Pay components, calendars and periods, inputs from attendance and benefits, gross-to-net calculation under statutory rules and the employee's tax details, review, approval, payslips, the bank file and the payment behind each payslip.
-
Benefits
Plans with premiums and employer contributions, eligibility and enrolment windows, coverage levels, dependants and nominees, and the deductions payroll takes from them.
-
Compliance
Statutory rules and their bands as effective-dated data, monthly and year-end returns built from posted pay runs, employee tax statements, the tax year lock, policy acknowledgement and the documents that expire.
-
Payroll accounting
Ledger accounts and cost centres, the payroll journal drafted for every approved run, allocation by cost centre and timesheet line, accruals with their reversals, reconciliation of clearing and liability accounts, and the period lock.
Reports
All reportsAttendance and Overtime
Hours worked, overtime, absence, late marks and loss-of-pay days by department and shift for the period.
Roles and permissions
Owns the employee master, assignments, positions, policies, offers and exits, and decides leave exceptions and compensation revisions.
Approves leave, attendance corrections and timesheets for direct reports, keeps the team roster, and interviews for openings.
Prepares the pay run: employee pay setup, inputs, calculation, review, payslips, bank file and statutory returns.
Sees their own record, payslips and balances; raises leave and timesheets; keeps their documents, tax details and dependants current; records feedback on interviews they conduct.
Related processes
Pay run
Inputs, calculation, payroll approval, payment authorisation and posting, with held amounts reconciled separately.
8 stages · 3 approvals
Hire to pay
From offer approval to the first payslip, with verified bank details, salary approval and separate payment authorisation.
8 stages · 7 approvals
Leave request to payroll
How a leave request becomes a balance movement, an attendance status and, where the leave is unpaid, a loss-of-pay day in the run, with the manager's gate in the middle.
6 stages · 1 approval