The Leave function allows leave rights to be assigned to different employees. Select Master data | Leave in the Module explorer.
Leave administration is done on an annual basis, this implies that leave rights that were not used are not automatically carried over to the next year. You need to manually enter this per employee or use the Generate leave rights button (see below). Approved leave rights will be shown together with leave requests in Auditing | Leave survey. To manage leave types see Maintenance and settings | Settings | Leave.
The leave administration screen will show an overview of leave taken for selected employee and year, booked leave (for selected leave type) and a leave summary. In the example above employee Ellen and the year 2014 are selected. In 'Leave rights 2014' her leave rights are shown and 'Regular leave' is selected here. Under 'Booked leave 2014' the details of the selected 'Regular leave' are shown. At the bottom of the screen, a leave balance will be shown under ‘Leave summary 2014'.
Details can be managed via the toolbar buttons:
New leave right |
Create new leave right. |
Edit leave right |
Edit the selected leave right. This can only be done for leave types with leave balance administration. |
Delete leave right |
Delete the selected leave right. |
Generate leave rights |
Automatic generation of leave rights for one or more employees. |
Creating leave rights
Manual creation of leave rights is done as follows:
| 1. | Select the employee for leave right. |
| 2. | Select the year for leave right. |
| 3. | Click on New leave right. |
| 4. | Select the relevant type of leave. Only those leave types that generate leave balance administration are available for selection. |
| 5. | Enter the number of assigned hours of leave for the selected leave type. These are automatically filled in with the default hours balance for the selected leave type. |
| 6. | Add comments as required. |
| 7. | Click on Save. |
Generating leave rights
Multiple leave rights can be generated automatically for one or more employees in one go.
To generate leave rights perform the following steps:
| 1. | From the list select Leave year for which rights are to be generated. |
| 2. | Click on Generate leave rights. |
| 3. | Select one or more employees for whom leave rights are to be generated. |
| 4. | If necessary adjust the following details for all leave types shown: |
| • | Generate; the ‘ticked’ leave type will have its rights calculated. |
| • | Assign; the hours to be assigned. This is filled in automatically with the default hours balance for the leave type. |
| • | Transfer remaining leave, if ‘ticked’ then any remaining leave balance for the selected leave type from the previous year will be transferred to the selected year. |
| • | Remarks for extra details if required. |
| 5. | Click on the Generate button. |