To access the maternity, paternity, and adoption features in our system, you'll need to have the correct permissions set up. Here's how to enable them.
⚠️Warning: This will not be exported to payroll, maternity leave information recorded in the maternity, paternity & adoption section is just for recording purposes only.
If you want maternity leave to show on holiday reports or be exported to payroll like regular leave, you'll need to add it as regular leave.
For administrators
Go to Settings via the Admin Menu or Configuration.
Click on Field Settings.
Search for Tab-Employment-ParentalPayment and set it to Include.
The tab will now be available on employee profiles.
For individual users
You need both the Maternity and Self-Service Maternity permissions with the update element assigned to your account.
For managers who need to edit maternity information
For managers who need to edit maternity information, follow the below steps:
Go to Admin Menu or Configuration.
Click on Roles & Permissions and select the Manager role.
Click on Role Permissions at the top.
Click Edit Permissions and search for maternity.
Enable the Eye icon
and Edit icon
Click Save.
🤓Tip: No strikethrough for permissions means enabled, strikethrough means disabled.
Add maternity, paternity or adoption leave after having the required permission
Once you have the right permissions, you can add maternity, paternity or adoption if you follow the below steps:
Find the employee profile using the organisation search.
Click on the Absence tab.
Select Maternity, Paternity & Adoption.
Click Add Maternity, Paternity & Adoption.
Select the type and filling in the required details
Click Save.
Employee not accruing holiday when on maternity leave
⚠️Important: Before following the steps below you need to set up an absence class for maternity leave.
Once this is set up follow the steps below to assign the absence class to the employee on maternity leave.
Find the employee profile using the organisation search then click Absence
Click Holiday then click Add Holiday.
Change the absence category to Maternity Leave and fill out the dates in the drop-down boxes below and amount of working days.
Click Submit.
📌Note: If the maternity leave proceeds the date that you have entered it into the system you may need to reopen the rota for those weeks and enter the leave once you've added all the absence you will need to close the rotas and rerun the employees leave accruals.