Setting Screen Defaults


  • How can the values for Fiscal Year, Start Date, End Date, Rate ID and Retrieval Type set or updated to default into the Add Leave and Substitutes process?

What This Does

  • Stores values which default into the Add Leave and Substitutes process, to ensure consistency and accuracy during data entry.
  • For organizations using the Aesop Import, the Substitute Rate ID populates based on this default when the Set Sub Job Number process is executed.

Best Practices

  • For organizations capturing a fixed start and end date for absences (not recording each actual date of the absence) it's recommended that the current default start and end date are updated each pay period to ensure the correct date range for the transactions.
  • For organizations tracking the actual date of each absence, the default start and end dates can be left blank.
  • In order for the default values to be recognized within the Add Leave and Substitutes process, users should not save personal or site defaults.


Set Default Values

  1. HR → Leave Management → Used tab on Task Menu → Set Default Values or can be accessed from HR → Employee Absentee → Current Default Values on task menu
  2. When all fields are populated as needed, click on Save.
    FIELDSOpt.Rec.Req.Description
    Current Default Fiscal Year——♦Enter the current fiscal year in which the transactions should reflect
    Current Default Start Date♦——Enter the start date of the transactions, if recording the same date for all transactions; can leave blank
    Current Default End Date♦——Enter the end date of the transactions, if recording the same date for all transactions; can leave blank
    Current Default Substitute Rate ID♦——If a Rate ID should default in the Add/Leave Substitute process, enter a Rate ID (Defaulting a Rate ID is not recommended if alternating between multiple Rate IDs)
    Current Default Retrieval Type——♦
    • Use drop down to choose default retrieval type:
      • Normal: Use when there is an absent employee related to the substitute
      • Position: When there is no absent employee related to the substitute, enter Position ID based on Position substitute worked in; this would not be a substitute Position ID

    (Normal is recommended default Retrieval Type)

    Opt. = Optional  Rec. = Recommended  Req. = Required