Add a Leave Transaction — Leave Details window

When you add leave transactions in the Leave Details window, you can add multiple transactions for different employees without having to return to the Leave Details grid.

You can add leave transactions in the Leave Balances and Manage Employees windows.

Add a leave transaction

1. Select Leave Details from the Leave menu, and that window opens.

2. Click the Add button, and the Add Leave Transaction popup opens.

3. Complete the fields as described. Required fields are marked with a red asterisk.

• Employee: Select from the pull-down list.

• Leave Type: Select from the list of all leave types in the system. Once the leave type is selected, the available amount for this employee is displayed. Note: If the Available Amount remains at 0.00, the employee either doesn't have this leave type or has no remaining balance of this leave type.

• Transaction Type: Select from accrual, adjustment, extended leave, or request.

• Transaction Amount: Enter an amount with up to two decimal places. When entering a request, enter a negative number to decrease the remaining available amount.

• Transaction Date: Enter in mm/dd/yyyy format, or use the to select the date.

• Comment: Optional.

4. When finished, click Save if you're done adding leave transactions, or click Save and Add to continue adding transactions.  

Return to Leave Details Window Overview