This article is for Admins and Managers who manage Finance or Xero settings.
Staff members should use Create Leave Request to submit leave. They should contact their manager or administrator if they need help with a leave type or leave request.
Important: Changes to leave types may affect leave requests, payroll processing, Xero mapping, reporting, and which leave options staff can select.
Open Finance Leave Types
From the side menu, select Finance.
Select the Leave tab.
Review the list of existing leave types.
This page displays the leave types available for your organisation.
Review Existing Leave Types
Before creating a new leave type, review the existing list.
Check whether a similar leave type already exists to avoid duplicate options for staff.
Review the leave type name carefully, especially where it may be used for:
Leave requests
Payroll processing
Reporting
Xero mapping
Employment-type leave settings
Create a New Leave Type
Select Create Leave Type.
Enter a clear Title for the leave type.
Save the leave type.
Use a name that staff and administrators can easily recognise when submitting or reviewing leave requests.
Important: Check whether the leave type already exists before creating a new one. Duplicate or incorrect leave types may affect leave requests, payroll reporting, and Xero mapping.
Review the Leave Type in Finance
After saving, confirm that the leave type appears in the Finance leave type list.
Check that:
The leave type name is correct.
The leave type is not duplicated.
The leave type is available for the required Finance setup.
The leave type can be selected for the appropriate employment types in Configure Leave Management.
Changes to Finance leave types may affect future leave requests. They may not update leave requests that have already been submitted.
Map a Leave Type to Xero, If Required
You can map a Diversity Sync’d leave type to a corresponding Xero leave type when your organisation uses Xero for payroll or leave processing.
Before mapping, confirm that:
Your Xero integration is connected and authenticated.
The matching leave type already exists in Xero.
You have selected the correct Diversity Sync’d leave type.
To map a leave type:
Open the leave type you want to map.
Select Assign a Xero Leave Type.
Select the matching Xero leave type.
Save the mapping.
Important: Confirm that you selected the correct Diversity Sync’d leave type and matching Xero leave type before saving. Incorrect mappings may affect payroll and leave data sent to Xero.
Check the Xero Mapping
After saving the mapping, review the leave type again to confirm the correct Xero leave type is assigned.
After the leave type is mapped, leave requests using that leave type may be available to sync to Xero, depending on your organisation’s Xero integration and payroll setup.
Use Sync Xero Timesheets or your organisation’s approved payroll workflow to complete any required Xero sync steps.
Important Notes
Only create leave types that are required for your organisation’s leave and payroll processes.
Review existing leave types before creating a new one to avoid duplicates.
Check the leave type name, Finance setup, and Xero mapping before saving.
Changes may affect future leave requests and may not update requests that have already been submitted.
Use Configure Leave Management to control which employment types can request each leave type.
Only map leave types to Xero when the corresponding Xero leave type has been confirmed.
Test a leave type with an authorised test request after major changes.
Staff should use Create Leave Request for instructions on submitting leave.
Troubleshooting
I cannot access Finance Leave Types
Check that you have permission to access Finance settings.
Confirm that you are in the correct organisation.
Ask an administrator to review your role permissions.
I cannot create a leave type
Check whether a leave type with the same or similar name already exists.
Confirm that all required fields have been completed.
Refresh the page and try again.
Ask an administrator to confirm your Finance permissions.
The leave type is not available when submitting leave
Check that the leave type has been created in Finance.
Confirm that the leave type is enabled for the correct employment type in Configure Leave Management.
Check that the staff member has the correct employment type assigned.
Ask an administrator to review the leave configuration.
I cannot assign a Xero leave type
Confirm that Xero is connected and authenticated.
Check that the matching leave type exists in Xero.
Confirm that you have permission to manage Finance or Xero settings.
Refresh the page and try again.
Ask an administrator to review the Xero integration if the mapping option is unavailable.
The wrong Xero leave type was assigned
Do not create another leave type.
Review the current mapping carefully.
Ask an authorised administrator to correct the mapping.
Confirm the correct leave type before attempting another sync.