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notes: We may perform Leave Transactions from the 'Leave Events' menu.
Slide 2
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notes: We start a Leave Transaction by selecting an Employee. This we can
do by stating the Employee Number or by applying any of the available
intuitive lookups.
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notes:
Slide 4
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notes:
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notes:
Slide 6
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notes:
Slide 7
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notes: We are prompted to select a 'Leave Taken' or a 'Leave Entitlement' transaction.
'Leave Taken' is used when the Employee has gone on Leave or will do so,
whereas Entitlement creates a Leave Credit for future use.
Slide 8
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notes:
Slide 9
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notes: Next, we select the Leave Type.
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notes:
Slide 11
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notes: And then we select the Leave Start and End dates.
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notes:
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notes:
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notes:
Slide 15
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notes:
Slide 16
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notes:
Slide 17
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notes: The system now gives us a summary of how the Leave is calculated,
recognizing Saturdays and Sundays, Public Holidays, the Employee Shift
cycle or Week Type, etc. We may inspect the result and accept or reject it.
Slide 18
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notes:
Slide 19
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notes:
Slide 20
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notes: We may also change the remark inserted by the system.
Slide 21
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notes:
Slide 22
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notes: We canperform a Leave
Enquiry from the transaction screen, but for this we should select the
Employee record first.
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notes:
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notes:
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notes:
Slide 26
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notes:
Slide 27
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notes: And right at the top of this enquiry of leave transactions for the
Employee, we can see the Leave Transaction we have just performed, and its
impact on the Employee Leave Balances.
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notes:
Slide 29
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notes: So we will now also perform a Leave Entitlement, i.e. a Leave Credit
Transaction, to see how it's done.
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notes:
Slide 31
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notes:
Slide 32
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notes:
Slide 33
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notes:
Slide 34
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notes: In this case, there is no need to Select a Date From and To, since
we are not recording Leave Taken, but only a Leave Credit or Accrual.
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notes:
Slide 36
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notes:
Slide 37
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notes:
Slide 38
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notes: Let's have a look at the Employee Leave Enquiry again, to see the
result of what we have done.
Slide 39
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notes: And from the previous balance of 13 days leave available, plus the
new accrual of 5 days, we now see a balance of 18 days.
Slide 40
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notes:
Slide 41
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notes:
Slide 42
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notes: Leave Accruals can of course be done automatically by the system,
but when there is a need for manual intervention, then this is how we do
it.