Leave Management

Modified on Sun, Sep 20, 2020 at 1:09 AM

Leave Management is implemented in the Location portal and the Employee portal. Once Leave Management is enabled in the Enterprise portal, an expanded Leave section displays in Location roles. To review related role definitions, see Leave Management.

Leave Types

Leave is established and managed at the organization level. To add and manage leave, you must have the Leave role permission enabled.

Video: How to Add, Edit, and Delete Leave Types

Adding Leave Types

Select Leave from the main menu.
Select the Types tab. Leave Types display.
Select Add or Leave Types > Add. Leave Type window displays.
Type the Code.
Type the Name.
Type the External Code if you will integrate with other systems.
Select the check box for Scheduled if this leave type counts as Scheduled Hours for the maximum hours limit settings.
Select the check box for Blackout if no leave is allowed. Note: In order for Blackout dates to be enforced, the day must also be entered in Special Days. However, may choose different blackout options depending on the type of leave. For example, blackout might be enforced for requesting Vacation Leave, but not enforced for requesting Jury Duty Leave.
Select Save.

Editing Leave Types

Select Leave from the main menu.
Select the Types tab. Leave Types display.
Select the Leave Type you would like to edit.
Make the changes you would like to make.
Select Save.

Deleting Leave Types

Select Leave from the main menu.
Select the Types tab. Leave Types display.
Select Leave from the main menu.
Select the Types tab. Leave Types display.
Select the Leave Type you would like to delete. Leave Type window displays.
Select Delete. Window prompts: Delete item?
Select OK.

Using Leave

Use the Leave pages to display leave information, to add a leave request, and to manage leave requests. In addition, add and maintain leave types. This part is available with both Enterprise and Location level permissions.

Video: How to Manage Employee Leave Requests

Adding Leave

Select Leave from the main menu.
Select Add or Leave > Add. Add >> Leave window displays.
Select an Employee whose Leave Request you are adding.
Select a Leave Type.
Select a Start Date and End Date.
Type the number of Days in Range or verify the automatic calculation.
Type the number of Total Hours or verify the automatic calculation.
Select Status: Request or Grant.
Enter Times only if the request is for less than one day, then specify the hours start and end time.
The check box to Sync Hours is selected by default.
Type a Comment as desired.
Select Save.

Managing Leave

Select Leave from the main menu. Leave Summary table displays listing requests for the specified time frame.
Use the calendar tools to adjust the time frame.
Select a Leave request you would like to manage. Leave request details display.
Change the status in the leave request details. Select Grant or Deny. OR Select the date of the leave request. Edit >> Leave - Employee name window displays.
Select Status: Grant or Deny. Window prompts: GRANT leave? or DENY leave?
Select OK.

Editing Leave

Select Leave from the main menu. Leave Summary table displays listing requests for the specified time frame.
Use the calendar tools to adjust the time frame.
Select a Leave request you would like to manage. Leave request details display.
Select the date of the leave request. Edit >> Leave - Employee name window displays.
Make desired changes.
Select Save.

Deleting Leave

Select Leave from the main menu. Leave Summary table displays listing requests for the specified time frame.
Use the calendar tools to adjust the time frame.
Select a Leave request you would like to delete. Leave request details display.
Select the check box on the left of the leave you would like to delete. Leave request is highlighted. OR Select the date of the leave request. Edit >> Leave - Employee name window displays.
Select Delete. Window prompts: Delete selected day off entries?
Select OK