Set up and apply parental leave

If an employee goes on parental leave, you'll need to apply two types of leave to accurately capture their time away from work, and their pay for the period. Parental leave is also known as maternity or paternity leave.

Assign two types of parental leave to your employee

  1. In the Payroll menu, select Employees.
  2. Click the employee going on parental leave.
  3. Under the Leave tab, click Assign Leave Type.
  4. Complete the fields:
    • Leave - Depending on your employee’s request, select Parental Leave - Primary Carer, Parental Leave - Partner, Parental Leave - Special, or Parental Leave - Extended.
    • Schedule of Accrual - select No Accruals.
    • Opening Balance which may be 0.
  5. Click Save, then click Assign Leave Type.
  6. Complete the fields:

    • Leave - select Annual Leave - Parental.
    • Schedule of Accrual - select No Accruals.
    • Opening Balance.
  7. Click Save.

Both parental leave balances will now display in the employee's Leave Balances.

Leave Balances showing parental leave in the Employee dashboard.

Set up new leave request to cover leave period

  1. In the Payroll menu, select Employees.
  2. Click the employee going on parental leave.
  3. Under the Leave tab, click New Leave Request.
  4. Complete the fields:
    • Type of Request - select Parental Leave - Primary Carer.
    • Description - this appears in the Leave Request summary screen.
    • Start Date.
    • End Date - the date they're due to return from parental leave.
    Choosing the start and end dates for your employee’s parental leave will maintain their records in Xero to show continuous employment.
  5. Click Approve.

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