How_do_I_add_a_leave_level_

How do I add a leave level?

A leave level typically refers to the amount or level of paid time off (PTO) or leave that an employee has accrued or is entitled to. Leave levels are often expressed in terms of hours, days, or weeks and indicate how much time off an employee has available for various purposes, such as vacation, sick leave, or personal days.

For example, an employee might have a vacation leave level of 80 hours, which means they have accrued 80 hours of vacation time that they can use for vacation purposes. Similarly, an employee might have a sick leave level of 40 hours, indicating that they have 40 hours of sick leave available for use.

Leave levels can vary depending on company policies, employment contracts, or collective bargaining agreements. Employers typically track leave levels in a payroll or HR system to ensure that employees are accurately credited for their accrued leave and that they do not exceed their available leave balances.

 

Before you get started

 

Adding a leave level that calculates based on a fixed amount

See the help topic titled How do I calculate leave based on a fixed amount?

 

Adding a leave level that calculates based on a fixed amount

1. Open Connect Payroll > Organization > Leave Rates.

2. Use the field titled Rate Number to enter a leave rate. Press Enter.

3. Click to select the Levels tab.

4. Click to select the link titled Add a New Level.

The Level Number form displays the next available level number.

5. Click OK.

A blank form displays on the Level subtab.

6. Click to select the field titled Description to enter the name of the leave level.

7. Click to select the field titled Month to enter the number of months the leave level will calculate.

For example, some organizations use a leave level that calculates at a lesser rate for the first five years of an employee's employment period. The organization would enter 60 months to set up a leave level that calculates for five years.

8. Click to select the field titled Rate/Fixed Hours.

9. Enter the fixed hours.

10. Find the section titled Fixed.

11. Use the Accrual Frequency menu to select when to accrue the leave rate.

12. Find the section titled Monthly Period Numbers.

13. Click Modify.

The Pay Periods form displays.

14. Click to select the pay periods to accrue the leave rate and then click OK.

15. Click Save (CTRL+S).

The fixed amount leave level is saved.

Adding a leave level that calculates based on a percentage

See the help topic titled How do I calculate leave as a percentage?

Updated 08Mar2018

Adding a leave level that calculates based on a percentage

1. Open Connect Payroll > Organization > Leave Rates.

2. Use the field titled Rate Number to enter a leave rate. Press Enter.

3. Click to select the Levels tab.

4. Click to select the link titled Add a New Level.

The Level Number form displays the next available level number.

5. Click OK.

A blank form displays on the Level subtab.

6. Click to select the field titled Description to enter the name of the leave level.

7. Click to select the field titled Month to enter the number of months the leave level will calculate.

For example, some organizations use a leave level that calculates at a lesser rate for the first five years of an employee's employment period. The organization would enter 60 months to set up a leave level that calculates for five years.

8. Click to select the field titled Rate/Fixed Hours.

9. Enter the percentage.

10. Find the section titled Percentage.

11. Click to select the field titled Max Hours for Calculation.

12. Enter the maximum number of hours allowed.

13. Find the field titled Pay Code Hours to Include in Calculation.

14. Click Select.

The Selection form displays.

15. Click to select the pay codes to include in the leave rate calculation.

15. Move the pay codes to the Selected Pay Codes list and then click OK.

15. Click Save (CTRL+S).

The percentage leave level is saved.

Changing the properties assigned to a leave level

1. Open Connect Payroll > Organization > Leave Rates.

2. Use the field titled Rate Number to enter a leave rate. Press Enter.

3. Click to select the Levels tab.

4. Click to select the leave level that you want to update.

5. Now, update the properties assigned to the leave level.

6. Click Save (CTRL+S).

The leave level is updated.

Updated 08Mar2018

Changing the properties assigned to a leave level

1. Open Connect Payroll > Organization > Leave Rates.

2. Use the field titled Rate Number to enter a leave rate. Press Enter.

3. Click to select the Levels tab.

4. Click to select the leave level that you want to update.

5. Now, update the properties assigned to the leave level.

6. Click Save (CTRL+S).

The leave level is updated.

Deleting a leave level

1. Open Connect Payroll > Organization > Leave Rates.

2. Use the field titled Rate Number to enter a leave rate. Press Enter.

3. Click to select the Levels tab.

4. Click to select the leave level that you want to delete.

 

Selecting a leave level

 

5. Click to select the link titled Remove the Selected Level.

 

Remove the Selected Level button

 

The leave level is deleted. Remember, Payroll cannot delete a leave level with related transactions.

Updated 08Mar2018

Deleting a leave level

1. Open Connect Payroll > Organization > Leave Rates.

2. Use the field titled Rate Number to enter a leave rate. Press Enter.

3. Click to select the Levels tab.

4. Click to select the leave level that you want to delete.

5. Click to select the link titled Remove the Selected Level.

The leave level is deleted. Remember, Payroll cannot delete a leave level with related transactions.

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

    • Related Articles

    • How do I add a leave rate?

      Create a new leave rate. Adding a leave rate 1. Open Connect Payroll > Organization > Leave Rates. 2. Click New (CTRL+N). New button 3. Set up the options on the Leave Rate tab. Description and Abbreviated Description: Connect will use the ...
    • How do I set up the last leave rate level?

      The last leave rate level refers to the highest level of leave accrual that an employee can reach based on their length of service, position, or other factors. Once an employee reaches the last leave rate level, they typically do not accrue any ...
    • How do I add/remove leave rates from a pay code?

      Assign leave rates to a pay code. The pay code will use the assigned leave rate to calculate the pay code. When you're done updating the leave rate on a pay code, you'll be prompted to apply the updated pay code to all employee pay codes that also ...
    • How do I prorate accrual for leave?

      Issue Leave will start to accrue in the middle of a pay period fo ran employee. I want to set up leave rate that will prorate leave for the employee. Solution You have a couple of options: Create a leave level for the prorated amount. (Organization > ...
    • How do I add leave comments to the leave register?

      Set up the leave register to show comments that have been added to leave transactions. The comments may shed some light on why a leave entry was created. For example, scanning the Comments column on the leave adjustments register will show you which ...