Leave of Absence
Terms and concepts in Leave
Leave documents
Certain types of leave have associated documents that must be generated and distributed to employees.
For example: A medical certification form and a form indicating the employee can return to work.
Leave categories
Different types of leaves of absence are broken out into Leave Categories. Typically these are: Self, Family, Personal, or Military. This helps to identify the major groupings of leave cases.
Leave types
Leave Types are used to track the amount of government-regulated leave (like FMLA) and paid time off used during a leave case. Leave Types can be tracked concurrently like FMLA and State Regulated Leave while Paid Time Off can cascade from Sick Time to Vacation time when the sick time runs out.
Leave Profiles
Leave Profiles are assigned to all employees covered by the Leave of Absence program. This allows employees to open their own leave cases when needed. The assigned Leave Profile ensures that they only see applicable options when opening their leave case.
Users can group different categories into Leave profiles.
For example: Employees working in different states might have different Leave profiles because of differences in state family or medical leave rules. A Leave profile is assigned to employees who have been granted leave.
Leave Requests
The leave request process begins when employees request leave of absence. The request is then sent to the Leave Administrator.
Leave Cases
Leave cases enable companies to track administer their leave of absence policies. When an employee is on a leave of absence, the leave case stores information, such as start end dates, generated documents, eligibility information, and and amounts of leave taken.
Searching and reporting
Search for employees with leave cases who may need to have an action taken. Run reports with leave information such as leave time taken.
Leave of Absence Icons
Leave of Absence page
Select All — Select these to select all leave cases.
Unselect All — Select to unselect all leave cases.
Refine — Select to sort, filter, group and calculate the data displayed.
Attendance — Select to perform attendance tasks.
Leave — Select to take Leave actions on the selected employee such as Add time, edit case details or manage documents.
Leave of Absence Case Editor — Select to open the Leave Case Editor for the selected leave cases.
Go To — Select to navigate to another page with the selected employee.
Select Timeframe — Select to change the timeframe of the Leave of Absence page data. You can either select a timeframe such as Current Pay Period, or select a Date Range.
Select Hyperfind — Select to change the location or hyperfind used for the Leave of Absence page. The default hyperfind returns Employees with leave cases.
Refresh — Select to refresh the page and check for any updated data.
Share — Select to Export the leave data as an excel sheet or print the data.
Restore — Select to restore the leave data to the last save.
Save — Select to save any changes you have made to the leave data view.
Leave of Absence Case Editor
Landing page — Navigate back to the Leave of Absence page.
Audits — Navigate to the Leave of Absence audits page.
Calendar — Navigate to the Leave of Absence calendar page.
Takings — Select to view takings by date or by taking type.
Leave Time — Add or delete leave time.
Add case — Add a new Leave case.
Go To — Select to navigate to another page with the selected employee.
Leave of Absence Calendar page
Action bar icons
Editor— Navigate to the Leave of Absence case editor page.
Audits — Navigate to the Leave of Absence audits page.
Takings — Select to view takings by date or by taking type.
Leave Time — Add or delete leave time.
Landing page — Navigate to the Leave of Absence page.
Go To — Navigate toe another product area.
View — Select to change the calendar view to Day, Week, Month, or Year.
Show / Hide — Select what icons and indicators appear on the calendar.
Show / Hide List — Select to show or hide the list of items on the calendar.
Colors
Green — Leave Time for the selected Leave case
Gray — Leave Time from other leave cases for the selected employee.
Purple — Shifts
Calendar icons
Balances — Leave accrual balances
Rule Assignment — Initial Leave rule assignment or change
Takings Switch — When a transfer occurred.
Start & end dates — The start and end date of the leave case.
Leave of Absence Audits page
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People — Select to add, edit, delete, and duplicate People or to add or remove employment terms. |
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Tracking — Select to add or delete a punches, paycodes or pay from the schedule. You can also calculate employee totals. |
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Approval — Select to add or remove timecard approvals or sign-offs. |
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Attendance — Select to apply attendance rules, complete attendance actions, update balances, reset balances, or update markers. |
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Leave — Select to add leave time or add a leave case |