Employee Leave Detail

Use the Leave Detail tab in the Edit Employee popup to add, edit and delete leave records for an employee.

You can also export a report listing the leave currently displayed in the Leave Detail tab. Click to export the report to Excel or to export it to a PDF.

Add a leave record

1. Select Manage Employees from the Human Resources menu, and that window opens.

2. Use the Search feature or a filter to display the employee you want to edit.

3. Click the Display Name link, or check the box for the employee, and click Edit. The Edit Employee popup opens.

4. If needed, close the collapsible sections to make it easier to see the tabs at the bottom of the popup.

5. Click on the Leave Detail tab.

6. Select a leave type from the drop-down list. If the employee has taken this type of leave, the leave dates & amounts will be displayed in the window. Note: Leave types are created in Payroll Configuration > Leave Types.

7. Click Add, and the Employee Leave Detail window opens.

8. Complete the fields as described. Required fields are marked with a red asterisk (*).

   • Date: Enter the date, or click to select the date.

   • Amount: Enter the amount to four decimal places. The unit — days or hours — is displayed in the Amount column header on the Leave Detail tab and is determined in Payroll Configuration.

   • Comment: (Optional) Enter text.

9. Click Save. You're returned to the Leave Detail tab with the new record displayed. The totals for available leave and leave taken are calculated by the system and displayed at the bottom of the tab.

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Return to Manage Employees Overview

Edit a leave record

1. Select Manage Employees from the Human Resources menu, and that window opens.

2. Use the Search feature or a filter to display the employee you want to edit.

3. Click the Display Name link, or check the box for the employee, and click Edit. The Edit Employee popup opens.

4. If needed, close the collapsible sections to make it easier to see the tabs at the bottom of the popup.

5. Click on the Leave Detail tab.

6. Select a leave type from the drop-down list.

7. Click the Date link, or check the box, and click Edit. The Edit Employee Leave Detail window opens.

8. Edit the fields as needed.

9. Click Save. The changes are displayed in the Leave Detail tab.

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Return to Manage Employees Overview

Delete a leave record

1. Select Manage Employees from the Human Resources menu, and that window opens.

2. Use the Search feature or a filter to display the employee you want to edit.

3. Click the Display Name link, or check the box for the employee, and click Edit. The Edit Employee popup opens.

4. If needed, close the collapsible sections to make it easier to see the tabs at the bottom of the popup.

5. Click on the Leave Detail tab.

6. Select a leave type from the drop-down list.

7. Check the box(es) for the leave date(s) to be deleted, and click Delete. You're asked to confirm the action.

8. Click Yes. The records are deleted, and a message detailing the number of records deleted is displayed.

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Return to Manage Employees Overview