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notes: From the Employee Master, we can choose the 'Leave' function to
review and update the Employee's Leave Settings, and to perform Leave
Enquiries and Leave Reports for this Employee.
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notes: We start with the Leave Settings.
Slide 3
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notes: The Leave Accrual Date is normally set to 1 year after Employment
commences.
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notes: A leave group option is selected, dependent on whether the Employee
works a 5 or 6 day week, or perhaps works shifts.
Slide 5
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notes: If the Employee should be included with en masse Leave Accrual
actions, then we select an 'active' state for that.
Slide 6
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notes: The Leave Types as defined on the Leave Type Master are
automatically loaded for each Employee, but the indicators to apply will
all default to zero, and we change only those that should be applied.
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notes:
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notes:
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notes:
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notes:
Slide 11
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notes: Leave Days, by type, are stated as would accrue for this Employee in
a year.
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notes:
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notes:
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notes:
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notes:
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notes:
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notes:
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notes:
Slide 19
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notes: The maximum number of days that may be rolled over to the next year,
if unused, are also indicated by type.
Slide 20
Slide notes: Here we have the explanation.
Slide 21
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notes:
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notes:
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notes:
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notes:
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notes:
Slide 26
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notes: And we have also a maximum balance that may be applied, and which is
checked when Leave Accrual is performed.
Slide 27
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notes: This is the explanation of how it works.
Slide 28
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notes:
Slide 29
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notes:
Slide 30
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notes: As we can see in this example, the Annual and Sick Leave are the
only ones for which the Employee automatically qualifies in any year, and
the Sick Leave is never rolled over to another year according to these
settings.
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notes:
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notes:
Slide 33
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notes:
Slide 34
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notes: Next, we look at the Leave Enquiry.
Slide 35
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notes:
Slide 36
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notes: The current balances for all Leave Types are shown in a separate
table, and can be verified again if we require a double check on that.
Slide 37
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notes:
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notes:
Slide 39
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notes: The History of Leave Taken can be sorted by Leave Type or by Date
when recorded.
Slide 40
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notes: Now all the Annual type Leave Transactions are grouped together.
Slide 41
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notes:
Slide 42
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notes: And now it is back in date sequence again.
Slide 43
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notes: It is possible to cancel a Leave Transaction here, but it cannot be
removed and the history will be clearly shown.
Slide 44
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notes: We can also view the Leave Taken with management indicators.
Slide 45
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notes: And this Leave detail can also be printed by clicking the print
icon.
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notes:
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notes:
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notes:
Slide 49
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notes: The 'Leave Report' option will produce a Report of the Leave History
for this Employee.
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notes:
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notes:
Slide 52
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notes: The Leave History Report can also be selected from the primary Leave
options.
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notes:
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notes:
Slide 55
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notes: And here we have an example of an Employee Leave History Report.