Transcript
Absence Management -Administration
1. Go to ‘Definitions >> Leave year’ in
Absence Management
2. Click on ‘New’ link
3. Select the leave year from
drop down
4. Enter a display name 5. Save data
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Leave Year
The current leave year will be configured at time of setup.
1. Go to ‘Definitions >>
Leave Group’ in Absence
Management
2. Click on ‘New’ link
3. Enter applicable details 4. Save data
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Leave Group
‘Starting Month’ indicates the month annual entitlements needs to be entitled by e.g. January, Financial Year.‘Default’ leave group will be created at the time of setup.
1. Go to ‘Definitions >> Leave Type’ in
Absence Management
2. Click on ‘New’ link
3. Define detail related to the leave
type4. Save data
Leave Type
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‘Annual, Childcare, Hospitalization, Maternity, Sick’ leave types will be configured out of the box at the time of setup.
Leave Type – Leave Rules
Active – If checked will make the leave type availableCovering Emp. Required – If checked will mandate a covering employee to be selected in the leave application.Allow Half Days – Check if leave type can be applied as a half dayAuto Calculate End Date – Check if leave end date needs to be auto calculatedHoliday as Leave – If checked will count any weekends/public holidays within the leave period as a day on leaveLieu Leave – Should be checked only for leave type ‘lieu leave’Maternity Leave – Should be checked only for ‘Maternity Leave’No Pay Leave – Should be checked only for leave types where salary is withheld
Leave Type – Leave Rules Cont…
Quarter Leave – Check if leave can be applied as a quarter dayShow Balance – If checked will display the leave balance for employeesEarned/CF Breakdown – If checked, lieu leave can be verified against attendance recordExtended Period – If checked, allow a leave application to be submitted beyond the current leave year. Leave days reduced from current leave years leave balance. Allow Planning –Allow to plan out the leave. Contact team for configuration.Attachment Required – Mandates attaching a document for the leave applicationView Additional Field – Can create additional fields to be captured in the leave application. Contact team for configurationAllow Negative – Allow to apply for leave even without a positive balanceMaximum Leave Days in a Single Instance – What is the maximum number of days, one leave application can be for?
Leave Type and Short Leave Type - Settings
Following fields needs to be configured by the implementation team.- Leave Need Approval(Leave approval workflow)
- Leave Need Validation Script(The conditions that needs to be validated in a leave application e.g. Cannot apply for a sick leave on a Friday or a Monday without a medical certificate)
Leave Type and Short Leave Type - Settings
- Future Leave: When ‘Utilized As’ leave type (e.g. Annual) is entitled for next leave year, ‘future’ If checked for ‘Annual Future’, leave taken against ‘Annual Future’ will be deducted from net years ‘Annual’ leave entitlement for the employee.
- Carried Forward Leave Balance:
Leave balance can be carried forward to the next leave year.
Short Leave Type
1. Go to ‘Definitions >>
Short Leave Type’ in Absence
Management
2. Click on ‘New’ link
3. Define detail related to the
short leave type4. Save data
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Hourly based leave types are considered as Short Leave.
1. Go to ‘Calendar
Definition >> Day Type’ in
Absence Management
2. Click on ‘New’ link
3. Enter a display name
and description
4. Indicate if the day type is a working day, full or half day
holiday
5. Select display color
from drop down
6. Save data
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Day Type Definition
Exclude in ‘Holiday as Leave’: By this definition, this type of day is excluded from ‘Holiday as Leave’ range.
1. Go to ‘Calendar Definition >>
Calendar Group’ in Absence
Management
2. Click on ‘New’ link
3. Enter a display name and
description4. Save data
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Calendar Group Definition
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Once ‘Company Calendar’ checkbox is checked, the same calendar is used in the ‘Attendance’ capability. This is applicable only for product versions below 500.
1. Go to ‘Calendar
Definition >> Holiday Calendar’
in Absence Management
2. Select ‘Year’ and ‘Calendar
Group’ from drop down
3. Click on ‘Edit’ link
4. Click on the date to apply a
holiday
5. Select Holiday type and Click on
‘Apply’6. Save data
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Holiday Calendar
Leave Type and Groups Configuration
1. Go to ‘Annual Entitlement &
Configurations >> Leave Types & Group’
in Absence Management
2. Select the ‘Leave Year’ and
‘Leave Group Code’ from drop
down
3. Click ‘New’ link to
add a new leave type
4.Select ‘Leave
Type’ from drop down
5. Apply changes
only relevant to
group
6. Save data
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Changes made from this screen overrides leave type definitions in slide 5.
Short Leave Type and Groups Configuration
1. Go to ‘Annual Entitlements &
Configurations >> Short Leave Types & Group’ in Absence Management
2. Follow the same steps given in slide number 101
1.Go to ‘Annual Entitlements
& Configurations
>> Employ
ee Leave Entitlements’
in Absenc
e Management
2. Select ‘Leave Year’ and
‘Leave Group’ fro m drop down
3. Select ‘Leave Type’
to entitle
4. Click ‘ Get
Employees to Entitle’
and search
for employ
ees (more details
on slide number 13)
5. Select
employees to entitle
6. Entitle
the employ
ees
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How to entitle an employee to a leave group
‘Show Entitles Employees’ will display list of employees already entitled in this group.
Get Employees to Entitle
1. Go to ‘Get
Employees to
Entitle’
2. Click on the search button
3. Select employ
ees
4. Submi
t
You will only able to search the eligible employees for the selected Leave Group
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1. Go to ‘Operati
onal Activitie
s >> Update Leave
Balance’ in
Absence Manage
ment
2. Select ‘Leave Year’
3. Select an
employee
4. Edit and save
leave balances
5. Save data
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Update Leave Balance
Entitlements for leave types such as Lieu Leave, National Service Leave, No Pay leave etc… are performed via this menu option.
Reason for Leave
1. Go to ‘Operational Activities >> Reasons for
Leave’ in Absence
Management
2. Click on ‘New’
link
3. Enter reason
for leave
4. Save data
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When an employee apply for leave, leave application will require a user to select a reason defined here.
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