Manage leave efficiently by creating time off, calculating balances, adjusting leave days, and switching policies. Gain a clear view of upcoming leave schedules and history for streamlined management.
Employee Leaves
- Navigating to the Employee menu.
- Use the search bar to find the desired employee and click on their name.
- You will be redirected to the employee information page. Click on the Leaves tab.
Leave Types and Policies:
- In the Leaves tab, the active leave types will be displayed.
- If a leave policy is not assigned to an employee, then the corresponding leave type will be highlighted in the Grey color.
- If a leave policy is assigned to an employee, then the corresponding leave type will be highlighted in the Primary color.
Actions for Each Leave Type
a. Record Time Off:
- Allows users to apply for leave on behalf of the employee.
- Click on the Record Time Off icon for the desired leave type.
- A pop-up window appears where you can set the start and end dates for the leave, select the specific type of leave from a dropdown menu, and leave a note for the employee if necessary.
- Click Save to automatically submit and approve the request
- The leave balance will automatically be deducted for the specified leave type.
b. Calculate Balance:
- Helps determine the employee’s leave balance for a specific type.
- Click on the Calculate Balance icon.
- A pop-up window will allow you to select the leave type and set a date to calculate the balance.
c. Adjust Balance:
- Allows manual adjustments to an employee’s leave balance.
- Click on the Adjust Balance icon for the desired leave type.
- Adjust the balance by adding or subtracting days or hours using the plus or minus sign.
- Enter the Effective Date to reflect the adjustment and leave a note if needed.
- Click Save to update the leave balance.
Accrual Policy:
- Each leave-type card displays the leave policy name at the bottom if a leave policy is assigned to the employee. If no leave policy is assigned, click the Accrual Option link to assign one.
- In the Accrual Option, you have three choices:
- None: Stops automatic accruals for the employee.
- Select New Policy: Allows you to assign a new leave policy effective from a chosen date.
- Manually Update Balance: Prevents automatic accruals but permits manual adjustments to the employee’s leave balance.
- You can change the policy by selecting a new one and setting an Effective Date.
- Review the Accrual Preview and click Save to update the policy.
Upcoming Leaves Section:
- Shows future leave schedules, permissions, and holidays based on the employee’s calendar.
- You can cancel leave requests or permissions by clicking the Cancel icon.
Leave History:
The Leave History shows the history of earned and used leave details or leave request details of the employee based on the selected filters.
- If you want to see only the earned/used leave, click on the third dropdown menu and select Earned/Used. This will display the accrued and used leave of the employee under the selected leave type and period which includes the date, description, accrued, used, and balance details.
- If you want to see only the requested leave, click on the third dropdown menu and select Requested. This will display a list of requested leaves of the employee under the selected leave type and period which includes status, date range of the leave, reason, submission date of the leave request, and total days used.
