| Region: This article is for customers with Australian accounts who use Deputy Payroll (AU). If you have an Australian account but do not use Deputy Payroll (AU), see AU Leave. For all other Deputy accounts, see Leave Management. |
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Once you have configured your leave policies (leave rules) in Deputy you need to assign leave entitlements to the relevant team members (individually or in bulk) to allow them to use that particular leave entitlement. This is also required to allow the team member to accrue/deduct leave balances in Deputy.
Please note: team members need to have at least one pay rate amount set up in their profile for any leave entitlements to be activated for them. Hourly workers will need to have a value entered in their rate of pay for leave entitlements to work. Salary workers do not require their salaries to be added to their profile.
- Assign leave entitlements to team members individually
- Assign leave entitlements to multiple team members in a bulk action
Adding leave entitlements to individuals
To add a leave entitlement to a team member, simply go to the People page, and click on the name of the team member you would like to modify. Select Employment from the left-hand menu then click on Edit.
Under Leave Entitlements, you can click Add Leave Entitlements to assign the leave entitlement to this team member's profile.
Select a leave entitlement to apply and don't forget to click Save before you close the window.
If there are multiple leave entitlements with the same export code, a warning message will appear in red suggesting there may be duplicate leave entitlements for this team member. If this occurs, please review the leave entitlements to check that they are all appropriate for the individual.
For team members with a leave entitlement that is tracked in days, you must also specify a Standard Hours value for them - this is the number of hours payable per day of leave.
For example, if you have a team member with a leave entitlement in days who typically works 8 hours of paid work per day, you can set up a “Standard Hours” for them in their profile. This will then ensure that for each new leave request they submit, a ‘day’ of leave will show as 8 hours payable.
Note: The Standard hours field will only appear when the team member is assigned a leave entitlement that is tracked in days.
Adding leave entitlements to multiple team members in a bulk action
To assign leave entitlements to multiple team members at once, go to the People page and click the checkboxes next to the team members you would like to add a particular leave entitlement to.
Now, click Bulk actions at the top, and select Add leave entitlement.
In the box that appears, select the leave entitlement you would like to apply to the team members from the dropdown list and click Add.