IMPORTANT NOTICE Information provided by Deputy is intended for general guidance purposes only and is not a substitute for professional legal or financial advice. Deputy does not accept liability for actions taken based on this information. |
Background
Deputy with Payroll enabled in Australia provides automatic leave accrual of:
- Annual Leave
- Personal / Carer's Leave (sick leave) and
- Long Service Leave
Please note, there is no provision to automatically accrue leave for any other leave types in Deputy.
Read Managing the NES leave types in Deputy Payroll (AU) for more assistance with managing the accrual and deduction of all the different leave types in Deputy.
Setting up automatic accrual of leave policies with Deputy Payroll
When using Leave management with Deputy Payroll, the payroll system is considered the source of truth for automatic leave accrual and leave balances for:
- Annual Leave
- Personal / Carer's Leave (sick leave) and
- Long Service Leave
For these leave policies, System Administrators and Payroll Administrators can set the leave accrual amounts in Business settings along with other leave entitlement settings.
To do this, click the drop-down in the top right-hand corner and click Business settings.
Then select the Leave tab and click Leave Entitlement Settings.
Entitlement settings
On this page, you can set:
- Default Annual Leave accrual amount (per year, entered in weeks) - defaults to 4 weeks
- Default Personal Carers' Leave accrual amount (per year, entered in weeks) - defaults to 2 weeks
- Default Long Service Leave accrual amount - defaults to 1 week in 60 weeks
- Select from Rostered Day Off, Time in Lieu or N/A
- Select whether you allow your team to go into a negative leave balance when taking leave
- Whether you pay all hours in one leave request all at once or week by week.
Note: any changes you make are automatically saved - you do not need to click Save.
Note: for annual leave you can also set an annual leave loading rate in the Payroll tab of the employee profile.
Once you have configured your leave entitlement settings and assigned the required leave entitlements to your team members, you need to ensure that any existing leave balance the team member has accrued from another system is entered into Deputy.
You can do this:
- individually in the employee profile
- in a bulk import of payroll information, if you have a number of employees' leave balances to update.
If you enter leave amounts using either of the two methods, then they will automatically be updated in Deputy Payroll the next time you process a pay run.
Furthermore, as timesheets are approved and pay runs are processed, employees entitled to Annual leave, Personal / Carer's leave and Long Service leave will automatically begin to accrue leave, which is tracked in Deputy Payroll and synced to the employee leave balance in Deputy once the pay run is locked.
Deduction of leave
Leave timesheets for these leave types will automatically deduct leave amounts in Deputy Payroll from the balance of:
- Annual Leave
- Sick / Personal Carers' Leave
- Long Service Leave
only once the Pay run has been Locked. When the pay run is locked the timesheets are automatically Marked as Paid and the updated leave balances will then sync back to the employee's leave balance in Deputy. Team members will immediately be able to see their updated leave balance in their Deputy App.
For other leave types where the leave accrual is NOT managed in Deputy Payroll, the leave balance is updated on the employee profile once the leave timesheet is Approved in Deputy.
Read Managing the NES leave types in Deputy Payroll (AU) for more assistance with managing the accrual and deduction of all the different leave types in Deputy.