Leave Taken
 

Description Enter a description that will clearly describe to a person what this leave is for. This is displayed on peoples timesheets and payslips.
Note: If you include %rate% in your description, it will be replaced by the transaction's rate on the person's payslip.
Multiplier Enter 1.0. The amount calculated is multiplied by this multiplier, and it should always be 1.0 for practically any leave.
Calculation Rule Select the appropriate type from the list. This is the main way to determine how leave taken is paid.
  1. For a calculation that depends on a persons pay rate, select an Employee Rate (1 to 5). (e.g. SICK - Sick Leave).
  2. For a rate specific to this payment select use Rate Amount from Payment, and then enter the actual rate in the Rate Amount box.
    Note: This option is also used for LWOP - Leave without Pay. In that case, enter 0.0 in the Rate Amount.
  3. Annual Leave is paid using the 'use built in Annual Leave Calculations' rule that performs annual leave calculations according to the Holidays Act 2003. (See AL - Annual Leave).
  4. Some other leave types (e.g. Bereavement Leave) are paid using the 'use Relevant Rate Calculations' rule that performs leave calculations according to the Holidays Act 2003.
Rate Amount This entry depends on the Rate Type selected (above).
  1. For a Fixed Amount, enter the actual rate to pay this payment at. Alternatively, enter 0.0 if the amount is to keyed when entering timesheets.
  2. For a Percentage based rate type, enter the percentage to apply, (e.g. enter 6.5 for 6.5%)
Priority Leave this blank, and an appropriate priority will be generated for you. (The default priority is rarely changed, in practice).

The priority determines the order in which transactions are calculated, paid and displayed on timesheets and payslips. Often this order isn't important, but sometimes calculations depend on other payments in the same timesheet. (e.g. a payment that is calculated on a percentage of Taxable Earnings must be calculated after all Taxable Earnings have been calculated).

Default Cost Centre Note: This is only displayed if you have the costing features turned on.
Select how this leave is to be costed. You have four options:-
  1. No default - A cost centre will have to be entered every time you include this leave in a timesheet.
  2. Person's default - The person's default cost centre (set up on their personal file) will be always be used, unless you override it when you are entering timesheets.
  3. Fixed Cost Centre - Select here the cost centre that will always be used, unless you override it when you are entering timesheets.
  4. Template - This allows you to set up a rule that will direct the deduction to the appropriate cost centre, taking part of the code from the person's cost centre and the remainder from the template. Enter a ? in each position that should come from the person's home cost centre.
    For example, ??-LVE will construct a cost centre from the first 2 characters of the person's home cost centre, and append -LVE onto the end.
Leave Type Select the category that best describes this leave.
Note: If this is an "Other Leave" type, you can select the appropriate leave balance to update from the Balance Name drop-down list. (Set up the Leave Entitlement first to create a new Balance Name).
Tax Type Select the one that best describes this payment type.
  • Taxable - This applies to almost all leave.
  • Extra Pay - This will tax the leave payment at the extra pay (emolument) tax rate.