Leave Transactions

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(Recording an Absence on the Employee File)
 
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We will look at both:
 
We will look at both:
 
====Recording an Absence on the Employee File====
 
====Recording an Absence on the Employee File====
# After logging into the Subscribe-HR portal, select the Human Resources TAB.
+
# After logging into the Subscribe-HR HCM Platform, select "HUMAN RESOURCES" on the left hand side from the navigation area.
 
# Select the Employee folder.
 
# Select the Employee folder.
 
# Select the desired employee.
 
# Select the desired employee.
# Select the Absence sub-folder.
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# Select the '''Absence''' sub-folder from the left side menu.
# Select the '''create''' button.
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# Select the '''[Add New Record]''' button.
 
# Select the '''Start Date''' of Absence.
 
# Select the '''Start Date''' of Absence.
 
# Select the '''Finish Date''' (return date) from Absence.
 
# Select the '''Finish Date''' (return date) from Absence.
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# Select the '''Unpaid Leave''' option if this leave is to not deduct any amounts.
 
# Select the '''Unpaid Leave''' option if this leave is to not deduct any amounts.
 
# Select the Absence Status.
 
# Select the Absence Status.
# Select the '''Save''' button.
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# Select the '''Submit''' button.
 
'''Note:''' Any attachments will be able to be added after the Absence record has been saved.
 
'''Note:''' Any attachments will be able to be added after the Absence record has been saved.
  

Latest revision as of 06:31, 3 December 2018

Creating Leave Transactions for Employees

There are multiple of ways that Leave transactions can be created.

  • Recorded Absence on the Employee File
  • Employee Request for Absence

We will look at both:

Recording an Absence on the Employee File

  1. After logging into the Subscribe-HR HCM Platform, select "HUMAN RESOURCES" on the left hand side from the navigation area.
  2. Select the Employee folder.
  3. Select the desired employee.
  4. Select the Absence sub-folder from the left side menu.
  5. Select the [Add New Record] button.
  6. Select the Start Date of Absence.
  7. Select the Finish Date (return date) from Absence.
  8. Select the Absence Reason Selecting Annual Leave or Sick Leave will deduct the appropriate amount.
  9. Select the Unpaid Leave option if this leave is to not deduct any amounts.
  10. Select the Absence Status.
  11. Select the Submit button.

Note: Any attachments will be able to be added after the Absence record has been saved.

Employee Request for Absence

  1. After the Employee logs into the Self Service module of Subscribe-HR, the employee can select Request Leave from the Dashboard
  2. The employee is directed to the Request Leave screen
  3. Select the Reason for leave.
  4. Select the From Date using the date picker.
  5. Select the Until Date using the date picker.
  6. Select the Part Day check box if it is a request to leave for part of the day.
  7. Enter any notes regarding the leave request.
  8. Select the Save button.

Note: After the employee has requested leave, the leave record is created in the Employees Absence folder, and the manager notified of the request.


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