Leave Management Menu

The Leave Management System is designed to track the changing status of leaves as they go through the system - from requested, to under review, then approved or denied. The leave management system works in harmony with the absence and entitlement systems to provide you with pertinent information to assist in your leave-approving decisions. Summary screens or forms showing employee entitlements versus leave days taken greatly simplifies the leave approval process.

Each time an employee requests a leave that requires approval, a leave application should be created. Leave applications are generated in the Leave Application Additions screen. When in this screen, you can view a summary screen that shows the number of days the employee is entitled to for that particular type of leave, the number of days an employee has taken, the number of days being requested, and the number of days remaining. Approval can be made immediately by entering a status of 'A', or entered and held until approved at a later date. To change the status of a leave application to under review, denied, or approved, go into the Leave Application Changes screen and modify the status field accordingly.

As mentioned, the Absence System can be used in conjunction with the leave application system. The approval field on the Absence Code Database screen controls how the absence system works with the leave management system. If you enter 'Y' in this field the system will assume that every absence of this type should have an approved leave application and if one is not found, you are warned. If you instruct the system to automatically create leaves if they are lacking, it will create a leave application automatically and assign it the status of requested. Whether a leave is created or not is controlled through a prompt on the second page of the Substitute/Casual Dispatch Parameter Profile - Create Leaves From Absence Screen If Lacking. This leave application can then be monitored and managed like any other. If you enter 'N' the system will assume that no leave application is needed for this type of absence/leave. If you answer 'X' the system will not let an absence/leave be entered into the system until there is an approved leave application created.

The Leave Application Report provides you with a comprehensive selection criteria screen that lets you extract meaningful information from the leave management system. The Leave Application Forms Process provides the management staff with forms on individual leave applications so that they can make the decision to approve or deny the leave. The Bulk Leave Approval Process will approve selected batches of applications as a group as opposed to individually.

Leaves can also be used to add additional control in the Absent Employee Costing Module. Absences can remain uncosted and uninterfaced indefinitely until an approved leave application is entered. When one is found, the absence will be costed according to the rules found on the leave document. For more information refer to the manual under Absent Employee Costing Module.

Approved leaves can also be used to automatically recover the costs of leaves. Internal costs can be recovered by redirecting expenses through the Leave Of Absence Journal Entry Interface. External costs can be recovered by creating invoices in the Leave Of Absence Invoice Interface. Invoices can be created to recover the costs of seconded employees by running the Secondment Invoice Interface.

The same database codes needed for the absence system are needed for the leave management system. Three additional optional codes, authority codes, authority levels, and replacement type codes can also be used.

 For more information refer to the corresponding menu option in the manual.