Add Standard Leave
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Modified on: Mon, 20 Sep, 2021 at 3:45 PM
Best Practices
- Define by Groups - Leave Classes should be defined according to groups of employees that have the same Leave benefits
- Adding - It is recommended to build Leave Classes in order to add all Leave IDs to an employee at once
- What a Sample Contains - A sample Leave Class may contain: Sick Leave, Personal Leave, Professional Leave, and, Leave Docked
- Availability - Leave Classes are available to all Enterprise customers, or, with bundle LV13
Add Standard Leave
- HR → Personnel → Add Personnel → Save → Add Standard Leave or HR → Payroll → Other → Benefits/Deductions → Build Leave by Class; if you access the Add process via the latter method, you will need to manually select the applicable Leave Class, and we recommend that you range on either Personnel ID or Hire Date to select the desired employee(s)
- All Leave id's within the selected Leave Class will automatically appear as part of the employee's record with leave jobs already activated.
- Go to HR - Leave-Management and add leave earned for the new hire(s) either individually or in mass. Once data entry is complete, run the audit trail and set flags. After reviewing the Audit Trail, run the update leave used/earned and set flags.
- Go back to the employees record and review the leave id's and balances for accuracy.
Leave Classes
- HR → Leave Management → Setup → Leave Classes
- Click on Add.
- Type in a Leave Class ID.
- Type in a Description.
- Save the Class.
Position Leave Classes (Leave Description IDs)
- Once the Leave Class is added, the Position Leave Classes (Leave IDs) need to be added to the Leave Class.
- Highlight or Select the Leave Class ID, then select Position Leave Classes at the bottom of the screen.
- Select the blue Add button.
- Enter Position Leave Number (consecutive numbers, starting with 1; do not use the arrows).
- Select the appropriate Leave Description Identification.
- Click Save.
- Select the blue Add button to add the next Leave ID for the Leave Class, and, continue adding Leave IDs to the class until finished.
Leave Class Masters
- HR → Leave Management → Setup → Leave Class Masters
- A method of viewing Leave Class IDs and each Leave ID that is in the class.
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