Leave can be recorded either in Manage Payroll or Manage Employees when using the old leave system.
If recording leave in the Manage Payroll > Leave Detail window, it must be entered on a New payroll register.
Use this window to add, edit & delete leave records for employees.
Select Manage Payroll from the Payroll menu.
Select a New payroll register, and then select Leave Details from the More menu. The Leave Details window opens.
Using either the Employee or Employee Number field, select the employee for whom you want to enter leave.
Select the Leave Type from the pull-down list. Note: Leave Types are set up in Payroll Configuration. The Leave Details window now shows the record of leave taken by this employee for the selected leave type. The total leave taken and remaining leave are displayed at the bottom of the window.
Click the Add button, and the Employee Leave Detail popup opens with the selected leave type displayed.
Complete the fields as described.
Date: Enter the start date for the leave period.
Amount: Enter the amount in hours or days as indicated. Leave types and units are determined in Payroll Configuration.
Comment: Optional. Enter a comment that will appear in the Leave Details window.
Click Save, and you're returned to the Leave Details window with new totals displayed at the bottom of the window.
Repeat steps 4 - 7 to record other types of leave for this employee or steps 3 - 7 to record leave for other employees.
Return to Paying Employees Overview
Select Manage Payroll from the Payroll menu.
Select a New payroll register, and then select Leave Details from the More menu. The Leave Details window opens.
Using either the Employee or Employee Number field, select the employee for whom you want to edit leave records.
Select the Leave Type from the pull-down list. The Leave Details window now shows the record of leave taken by this employee for the selected leave type. The total leave taken and remaining leave are displayed at the bottom of the window.
Select a leave record, and click the Edit button. The Edit Employee Leave Detail popup opens with the selected leave record displayed.
Edit the fields as needed.
Click Save, and you're returned to the Leave Details window with new totals displayed at the bottom of the window.
Return to Paying Employees Overview
Select Manage Payroll from the Payroll menu.
Select a New payroll register, and then select Leave Details from the More menu. The Leave Details window opens.
Using either the Employee or Employee Number field, select the employee whose leave record you want to delete.
Select the Leave Type from the pull-down list. The Leave Details window now shows the record of leave taken by this employee for the selected leave type. The total leave taken and remaining leave are displayed at the bottom of the window.
Select a leave record, and click the Delete button. You'll be asked to confirm that you want to delete the record.
Click Yes.
Return to Paying Employees Overview