The Leave Application Forms Process will prepare individual leave application forms for each selected leave application. Each form contains the employee's name, number, address, absence code, leave application status and either a HR Entitlement/Absence Summary or Payroll Storage Bank Summary. These forms are to be given to the person(s) approving the leave. Each form has a place where the leave status (approved, denied, under review) can be marked and a comment entered. Once these forms have been filled out, the information can be entered into the HR system. Numerous selection criteria allow you choose a specific set of leave applications.
Instead of preparing individual forms for each leave application, enter 'R' to the Report/Merge field to prepare a report with the same information as the forms or 'M' to export the same data to a merge (export) file.
Absence Year
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Enter the absence year for which the application forms need to be prepared. This year MUST correspond to the date selection below for this report to make sense. The absence year is needed to reference the proper entitlement information.
Start Date
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Enter a valid date range in (YY)YYMMDD format to select leave application records based on leave start date. All leave applications starting within the specified date range will be considered for reporting.
End Date
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Enter a valid date range in (YY)YYMMDD format to select leave application records based on leave end date. All leave applications ending within the specified date range will be considered for reporting.
Approval Date
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Enter a valid date range in (YY)YYMMDD format to select leave application records based on leave approval date. All leave applications with an approval date within the specified date range will be considered for reporting.
Time stamp
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Enter a valid timestamp range in YYYYMMDDHHMMSS format to select leave application records based on the leave application timestamp. This timestamp range will select leave application records based on when they were entered into the system. All leave applications with a timestamp within and including the specified range will be selected. In the timestamp, HH=HOURS (0-23), MM=MINUTES (0-59), SS=SECONDS (0-59).
Leave Location Type
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Enter up to 10 Location Types. Eligible Leave Applications at locations matching the entered Location Types will be considered for reporting. If no Location Types are entered, all eligible leave applications will be considered for reporting.
Employee Category
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Enter up to 10 Employee Categories. Leave Applications for employees matching the entered Categories will be considered for reporting. If no Categories are entered, all leave applications will be considered for reporting.
Demographic Department Numbers
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Enter up to 10 Department Codes. Leave applications for employees with matching Departments will be considered for reporting. If no departments are entered, all leave applications will be considered for reporting.
Demographic Bargaining Units
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Enter up to 10 Bargaining Units. Leave applications for employees with matching Bargaining Units will be considered for reporting. If no bargaining units are entered, all leave applications will be considered for reporting.
Leave Position
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Enter up to 10 Position Codes. Eligible Leave Applications with matching positions will be considered for reporting. If no positions are entered, all eligible leave applications will be considered for reporting.
Leave Location
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Enter up to 10 Location Codes. Eligible Leave Applications with matching locations will be considered for reporting. If no locations are entered, all eligible leave applications will be considered for reporting.
Absent Types
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Enter up to 10 Absence Types. Eligible Leave Applications with matching Absence Types will be considered for reporting. If no absence types are entered, all eligible leave applications will be considered for reporting.
Absent Codes
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Enter up to 10 Absence Codes. Eligible Leave Applications with matching Absence Codes will be considered for reporting. If no absence codes are entered, all eligible leave applications will be considered for reporting.
Pay ID
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Enter a valid payroll identifier to select leave application records based on payroll ID of the leave position. Only the matching leave applications will be considered for reporting. If no payroll ID is entered, all leave applications will be considered for reporting.
Application Status
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Enter an application status code (see below) to consider records based on application status. Leave blank to consider all leave application records regardless of application status.
|
Code |
Description |
|---|---|
|
R |
Requested |
|
A |
Approved |
|
D |
Denied |
|
V |
Under Review |
|
C |
Cancelled |
Report Sort
|
Code |
Sort Order |
|---|---|
|
A |
Employee Category, then employee |
|
C |
Leave Application Code, then Employee |
|
D |
Department, then employee |
|
E |
Employee, then Date |
|
L |
Location, then Employee |
|
P |
Pay ID, then Employee |
|
R |
Creator, then Employee |
|
S |
Date, then Employee |
|
T |
Employee, then Leave Application Code, then Date |
Employee Sort
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Enter A to sort employees alphabetically by Name.
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Enter N to sort employees numerically by Employee Number.
Report/Form/Merge
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Enter R to prepare report of all selected leaves.
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Enter F to create leave application forms for selected leaves.
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Enter M to create a merge (export) file of selected leaves containing report fields.
ReportUsed/Recalculated Leaves
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Enter U to to use Used Leaves without any leave calculation.
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Enter R to re-calculate leave for employees before reporting them.
Employee Selection
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Enter A to consider all employees for selection.
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Enter S to enter selected employees individually.