Add Group Leave Types to a Leave Type

If you're editing a leave type you just created, skip to step 3.

Add a group leave type to a leave type

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

2. Check the box for the leave type to which you want to add group leave types, and click Edit, or click the Leave link. The Edit Leave Type window opens.

3. Click on the Group Leave Types tab if it isn't already selected.

4. Click the Add button on the tab, and the Add Leave Group Type window opens.

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

• Employee Group: Select from the list of groups that were defined in Human Resources Configuration.

• Unit Type: Required.

• For fiscal year: Select from hours or days.

• For hours worked: Select hours.

• Approval Process: Select from the approval processes set up in Administration > Approval Process.

• The following two fields only display when Unit Type is hours.

• Include On Register: Select Yes or No for the to appear on the register.

• Calculate Hours From: Select how hours are to be calculated.  Valid values are All Primary Jobs, Manual Entry or The Highest FTE Primary Job.

6. Click Save. You're notified that the group leave type is saved, and the Edit Group Leave Type window opens.

7. Complete the Accrual and Rollover fields as described.

• Effective Date Range: Effective date ranges are used to create leave accrual & rollover settings that will become effective at a future date. Defaults to the current date range for leave.

• Click New to create a new date range. This window opens. Enter an Effective Start Date that's in the future, and click Save. You're asked to confirm the action. Click Yes.

• Click Delete to delete the current date range. The effective date range containing the current date can't be deleted; only past and future date ranges can be deleted.

• Accrual Schedule: Select from Fiscal Year and Hours Worked. Click here for more information on accrual schedules. Note: In a future release, it will be possible to select accrual schedules by calendar year or employee anniversary.

• Accrual Frequency: Click here for more information.

• If Fiscal Year: Select from beginning of month, beginning of pay period, beginning of year, evenly over job dates, evenly over months, fixed date, or none.

• If Hours Worked: Select from One Per 10 Hours Worked, One Per 20 Hours Worked, etc., through One Per 80 Hours Worked.

• Annual Total: Leave this field blank if employees in this group will accrue different amounts based on years of service. Otherwise, enter a number with up to 4 decimal places.

• Add Schedule: Click this button only if employees in this group will accrue different amounts based on years of service. The Leave Accrual Total Schedule popup opens.

• Click Add, and the Add Accrual Total Schedule Entry window opens.

• Complete the fields as described.

• Years of Service From: Enter the base number of years for this range.

• Years of Service To: Enter the highest number of years for this range. Note: You'll want to enter a number ending in .9999, so the next step on the schedule can be a whole number.

• Annual Accrual Total: Enter the total for this step.

• Click Save.

• Repeat for each step on this schedule. Note: There must be no gaps between entries.

• Annual Cap: Leave this field blank if employees in this group will have different caps based on years of service. Otherwise, enter a number with up to 2 decimal places.

• Add Schedule: Click this button only if employees in this group will have different caps based on years of service. The Leave Accrual Cap Schedule popup opens.

• Click Add, and the Add Accrual Cap Schedule Entry window opens.

• Complete the fields as described.

• Years of Service From: Enter the base number of years for this range.

• Years of Service To: Enter the highest number of years for this range. Note: You'll want to enter a number ending in .9999, so the next step on the schedule can be a whole number.

• Annual Accrual Cap: Enter the cap for this step.

• Click Save.

• Repeat for each step on this schedule. Note: There must be no gaps between entries.

• Prorate FTE:

• • Select No, if the employee should receive the full amount of leave when the job has an FTE <1.

  • Select Yes, if the employee should receive a pro-rated amount of leave when the job has an FTE <1.

• Rollover Cap: If applicable, enter a number with up to 2 decimal places.

• Overflow Type: If overflow is allowed, select from the list of leave types.

• Overflow Cap: If applicable, enter a number with up to 2 decimal places.

• Average Liability Rate: Enter an average rate to be used in calculating the liability value of outstanding employee leave balances.

8. Click Save, and you're returned to the Edit Leave Type popup.

9. Repeat steps 4-8 until you're finished adding group leave types to this leave type.

Return to Add Leave Type

Return to Manage Leave Overview