This guide explains how to create leave types, each leave type setting, and how to edit/delete leave types.
Creating New Leave Types
To create a new leave type, head to Time & Attendance > Compliance > Manage Leave Types.
You will be taken to the Leave Request Types page. To add a new leave type, click + New leave type, located at the top right corner.
If you're using Tanda Payroll, these can also be configured by going to Payroll > Payroll Settings > Leave Types:
Learn more about setting up Leave Types with Tanda Payroll here.
Configuring Leave Settings
A Leave type within Tanda comprises four main sections.
1. Basic Leave Details
Leave Type Name: Enter the name of the new leave type.
Award Template: Select the award template this leave type applies to.
This will most commonly be left to “All Staff”. However, if there are award-specific leave types or configurations required, set the applicable award here.
Leave Applies to Tags: Allows the leave type to apply to certain staff based on their Classification Tags in their Pay Conditions.
Note: It is typically recommended that permanent staff tags are chosen for paid leave types, which prevents casual staff from having access to them.
Leave does not apply to tags: Prevents the leave type from applying to certain staff based on their Tags.
Note: It is recommended to use these to prevent scenarios where an employee has multiple duplicate variants of the same leave type, such as 5 weeks of Annual Leave instead of 4.
Leave applies on: Used for day-specific leave types like Public Holidays. Learn more about Public Holiday leave type configuration here.
2. Costing Configuration
Pay Rate Multiplier: Sets the Multiplier of the employee's base rate that Tanda will use to cost this leave type.
Unless you are using Tanda Payroll, this will not impact how staff are actually being paid. Only the costs on the timesheet/roster are impacted.
Type of hours: Configures if Tanda will treat these hours as ordinary or non-ordinary hours.
Note: Ordinary hours leave items will count as time worked for timesheet calculations.
3. Balance configuration
Leave Accrual Rate: This sets the rate of accrual that Tanda will use for balance projections.
This accrual only applies to ordinary hours and can be set to also accrue when this leave is being taken. Tanda does not retroactively adjust past period accruals, so manual corrections may be required for balancing historical discrepancies during subsequent pay runs.
4. Advanced Settings
Export Name: Enter the name or ID of the leave item in your Payroll System.
A secondary export can also be enabled for some payroll systems - this allows you to map the leave type to an additional payroll item (i.e., leave loading).
Skip exporting this leave to payroll: This prevents Tanda from exporting hours, useful for unpaid or custom leave types not recorded in Payroll.
Automatically approve this type of leave request: Removes the requirement for this type of leave to be approved. If toggled, the leave request will be approved 10 minutes after this has been requested.
Hide employee leave balances for this leave type: If toggled, this will hide the leave balance from the employee, but they can still request leave for this type. Managers will still be able to view the balance during the approval process or if creating it on the employee's behalf.
Prevent leave requests for this leave type:
Removes this leave type as an option for employees. Managers can add requests of this type on the employee's behalf.
Disallow negative leave balances for this leave type: This prevents the employee’s balance for this type of leave from being overdrawn into the negatives. There are two approaches to this outlined in this guide.
Editing Leave Types
To edit a leave type, navigate to Time & Attendance > Compliance > Manage Leave types.
Once there, search for the leave type you wish to edit and click on the Edit button:
Once you make the changes to the leave type, ensure you click Save at the bottom of the page.
Deleting Leave Types
To edit a leave type, navigate to Time & Attendance > Compliance > Manage Leave types.
Once there, search for the leave type you wish to delete and click the bin icon:
If there are employees with a balance for this leave type, you will not be able to delete it until you remove those balances.
FAQs
How do I see a list of the people entitled to the leave type?
How do I see a list of the people entitled to the leave type?
To see a list of staff entitled to the leave type, navigate to Time & Attendance > Compliance > Manage Leave types. Once there, click on the highlighted link below the applies to column:
This will take you to the Applicants page where you can see the applicable staff:
Why has my Leave loading not been exported to my payroll System?
Why has my Leave loading not been exported to my payroll System?
The intended behavior in TANDA is to export only the leave hours as a leave request entry to payroll systems like Xero, without exporting the leave cost itself.
In TANDA, the equivalent of the loading is factored into the costing multiplier set against the leave type. This approach ensures accurate figures in timesheets and reporting.
Therefore, it is expected that the leave loading should be directly accounted for in your payroll system.