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Add maternity or paternity leave to employee's record

Recording maternity or paternity leave for an employee.

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Written by Joshua Shooter
Updated over 2 months ago

Only administrators can add maternity and paternity to an employee's record. To do so, follow the steps below:

  1. Click Access Button image then click Employee.

  2. Select the relevant employee then click Planner.

  3. On the Maternity/Paternity row, click the relevant day.

  4. Enter the due date, which calculates a few key dates and information for you.

  5. Enter the Actual Start Date and the Actual End Date.

  6. Enter any comments and attach any relevant files to this record.

  7. Click Save.

For information on how the dates are given for maternity you will need to hover over any of the fields and it will tell you how it's calculated.

If the Actual End Date is not set, the full period of the maternity won't show in the planner.

πŸ“ŒNote: Maternity in the planner is designed for UK policies. If you would like to record other national maternity policies we would advise you to record the information in a logbook.

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