Slide 1

Slide 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.

 

 

 

Slide 2

Slide notes: We start with the Leave Settings.

 

 

 

Slide 3

Slide notes: The Leave Accrual Date is normally set to 1 year after Employment commences.

 

 

 

Slide 4

Slide 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

Slide notes: If the Employee should be included with en masse Leave Accrual actions, then we select an 'active' state for that.

 

 

 

Slide 6

Slide 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.

 

 

 

Slide 7

Slide notes:

 

 

 

Slide 8

Slide notes:

 

 

 

Slide 9

Slide notes:

 

 

 

Slide 10

Slide notes:

 

 

 

Slide 11

Slide notes: Leave Days, by type, are stated as would accrue for this Employee in a year.

 

 

 

Slide 12

Slide notes:

 

 

 

Slide 13

Slide notes:

 

 

 

Slide 14

Slide notes:

 

 

 

Slide 15

Slide notes:

 

 

 

Slide 16

Slide notes:

 

 

 

Slide 17

Slide notes:

 

 

 

Slide 18

Slide notes:

 

 

 

Slide 19

Slide 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

Slide notes:

 

 

 

Slide 22

Slide notes:

 

 

 

Slide 23

Slide notes:

 

 

 

Slide 24

Slide notes:

 

 

 

Slide 25

Slide notes:

 

 

 

Slide 26

Slide notes: And we have also a maximum balance that may be applied, and which is checked when Leave Accrual is performed.

 

 

 

Slide 27

Slide notes: This is the explanation of how it works.

 

 

 

Slide 28

Slide notes:

 

 

 

Slide 29

Slide notes:

 

 

 

Slide 30

Slide 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.

 

 

 

Slide 31

Slide notes:

 

 

 

Slide 32

Slide notes:

 

 

 

Slide 33

Slide notes:

 

 

 

Slide 34

Slide notes: Next, we look at the Leave Enquiry.

 

 

 

Slide 35

Slide notes:

 

 

 

Slide 36

Slide 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

Slide notes:

 

 

 

Slide 38

Slide notes:

 

 

 

Slide 39

Slide notes: The History of Leave Taken can be sorted by Leave Type or by Date when recorded.

 

 

 

Slide 40

Slide notes: Now all the Annual type Leave Transactions are grouped together.

 

 

 

Slide 41

Slide notes:

 

 

 

Slide 42

Slide notes: And now it is back in date sequence again.

 

 

 

Slide 43

Slide notes: It is possible to cancel a Leave Transaction here, but it cannot be removed and the history will be clearly shown.

 

 

 

Slide 44

Slide notes: We can also view the Leave Taken with management indicators.

 

 

 

Slide 45

Slide notes: And this Leave detail can also be printed by clicking the print icon.

 

 

 

Slide 46

Slide notes:

 

 

 

Slide 47

Slide notes:

 

 

 

Slide 48

Slide notes:

 

 

 

Slide 49

Slide notes: The 'Leave Report' option will produce a Report of the Leave History for this Employee.

 

 

 

Slide 50

Slide notes:

 

 

 

Slide 51

Slide notes:

 

 

 

Slide 52

Slide notes: The Leave History Report can also be selected from the primary Leave options.

 

 

 

Slide 53

Slide notes:

 

 

 

Slide 54

Slide notes:

 

 

 

Slide 55

Slide notes: And here we have an example of an Employee Leave History Report.