Managing Leave
From Subscribe-HR Wiki Help
(→Creating a Leave Profile) |
(→Entitlement Settings) |
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===Pre-requisite's=== | ===Pre-requisite's=== | ||
| − | * ''' | + | * '''Configure Entitlement options in settings''' |
| − | * '''Create | + | * '''Create Entitlement records''' |
| − | * '''Ensure | + | * '''Ensure Entitlement is assigned to the Employee''' |
| − | === | + | ===Entitlement Settings=== |
| − | + | ||
# After logging into the Subscribe-HR HCM Platform, select the Settings on the top right of the screen. | # After logging into the Subscribe-HR HCM Platform, select the Settings on the top right of the screen. | ||
| − | # Select | + | # Select '''Human Resources''' from the left navigation menu. |
| − | # | + | # Tick use imported balance in calculations if you are importing balance from a payroll system and would only like projections to happen from the last time the balance was updated. |
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
# Select the '''Save''' button. | # Select the '''Save''' button. | ||
| − | === | + | ===Entitlements=== |
| − | + | Entitlements folder in HR module is where entitlements are configured. There is no limit on the amount of entitlements that can be created. | |
<br> | <br> | ||
| − | The benefits of ''' | + | The benefits of '''Entitlements''' is seen when you have such scenarios as: |
<br> | <br> | ||
Management, or particular employees accruing Annual or Sick Leave Days at a higher rate than other employees. | Management, or particular employees accruing Annual or Sick Leave Days at a higher rate than other employees. | ||
| − | |||
| − | ====Creating | + | ====Creating an Entitlement==== |
| − | # After logging into the Subscribe-HR HCM Platform, select " | + | # After logging into the Subscribe-HR HCM Platform, select "HR" on the left hand side from the navigation area. |
| − | # Select the ''' | + | # Select the '''Entitlements''' folder. |
| − | # Select the ''' | + | # Select the '''Create New''' button. |
| − | # Enter the | + | # Enter the fields as described in the table below. |
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
# Select the '''Save''' button. | # Select the '''Save''' button. | ||
| − | |||
| − | |||
| − | # After logging into the Subscribe-HR | + | <table border="1" width="700" id="table1" cellspacing="1"> |
| + | <tr> | ||
| + | <td width="150"><b><font face="Arial" size="2">Field Name</font></b></td> | ||
| + | <td width="550"><b><font face="Arial" size="2">Description</font></b></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="150"><font face="Arial" size="2">Leave Type</font></td> | ||
| + | <td width="550"><font face="Arial" size="2">Type of leave e.g. Annual Leave</font></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="150"><font face="Arial" size="2">Name</font></td> | ||
| + | <td width="550"><font face="Arial" size="2">The name that will be assigned to the entitlement</font></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="150"><font face="Arial" size="2">Basis of Calculation</font></td> | ||
| + | <td width="550"><font face="Arial" size="2"> How entitlements are to be calculated e.g. percentage of gross hours</font></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="150"><font face="Arial" size="2">Percentage Value</font></td> | ||
| + | <td width="550"><font face="Arial" size="2">Percentage to use for calculations</font></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="150"><font face="Arial" size="2">Enable Scheduler</font></td> | ||
| + | <td width="550"><font face="Arial" size="2">Enable scheduler to run the process on predefined interval</font></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="150"><font face="Arial" size="2">Carry Balance Forward</font></td> | ||
| + | <td width="550"><font face="Arial" size="2">If set to no then unused balance will go back to 0 on employment anniversary date</font></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="150"><font face="Arial" size="2">Leave Exemptions</font></td> | ||
| + | <td width="550"><font face="Arial" size="2">Entitlement will not be accrued while employee is away on the selected leave types</font></td> | ||
| + | </tr> | ||
| + | |||
| + | </table> | ||
| + | |||
| + | ===Assigning Entitlement to an Employee=== | ||
| + | After Entitlements have been setup we will have to assign them to each employee. | ||
| + | |||
| + | # 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 | + | # Select the Entitlements sub-folder. |
| − | # Select the | + | # Select the '''Create New''' button. |
| − | # Select the ''' | + | # Select the '''Name''' from the drop down. |
| − | # Select the ''' | + | # Select the '''Start Date''' from the date picker. |
| − | # Enter ''' | + | # Enter '''Starting Balance''' This is often used if you are transitioning from an old system, where the employee may have had already accrued amounts. |
# Select the '''Save''' button. | # Select the '''Save''' button. | ||
| − | |||
| − | |||
| − | |||
| − | === | + | ===Employee Applying for Leave=== |
| − | There are multiple | + | There are multiple ways leave can be recorded against an employee |
<br> | <br> | ||
* Recorded Absence on the Employee File | * Recorded Absence on the Employee File | ||
| Line 66: | Line 89: | ||
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 | + | # 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. | # Select the Absence sub-folder. | ||
| − | # Select the ''' | + | # Select the '''Create New''' button. |
| − | # Select the ''' | + | # Select the '''Reason''' for the Absence. Selecting Annual Leave or Sick Leave will deduct the appropriate amount. |
| − | # Select the ''' | + | # Select the '''From Date''' (Start date) of the Absence. |
| − | # Select the ''' | + | # Select the '''Until Date''' (Finish Date) of the Absence. |
| − | # Select the '''Unpaid Leave''' option if this leave is to not deduct any | + | # Select the '''Unpaid Leave''' option if this leave is to not deduct any leave hours. |
| − | # | + | # If required, enter any '''Notes''', this is for internal viewing. |
# Select the '''Save''' button. | # Select the '''Save''' button. | ||
| − | '''Note:''' Any attachments will be able to be added after the Absence record has been saved. | + | '''Note:''' Any attachments and '''Absence Status''' will be able to be added/selected after the Absence record has been saved. |
====Employee Request for Absence==== | ====Employee Request for Absence==== | ||
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# Select the desired employee | # Select the desired employee | ||
# Select the Leave Balances sub-folder | # Select the Leave Balances sub-folder | ||
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[[File:subscribehr_logo.gif]] | [[File:subscribehr_logo.gif]] | ||
Latest revision as of 03:05, 4 October 2019
Contents
Managing Leave with the Employee Leave Application Option
Managing Employee Leave is an easy process. Featuring a single interface for Annual Leave, Sick Leave, Maternity/Paternity Leave, LSL and more.
Pre-requisite's
- Configure Entitlement options in settings
- Create Entitlement records
- Ensure Entitlement is assigned to the Employee
Entitlement Settings
- After logging into the Subscribe-HR HCM Platform, select the Settings on the top right of the screen.
- Select Human Resources from the left navigation menu.
- Tick use imported balance in calculations if you are importing balance from a payroll system and would only like projections to happen from the last time the balance was updated.
- Select the Save button.
Entitlements
Entitlements folder in HR module is where entitlements are configured. There is no limit on the amount of entitlements that can be created.
The benefits of Entitlements is seen when you have such scenarios as:
Management, or particular employees accruing Annual or Sick Leave Days at a higher rate than other employees.
Creating an Entitlement
- After logging into the Subscribe-HR HCM Platform, select "HR" on the left hand side from the navigation area.
- Select the Entitlements folder.
- Select the Create New button.
- Enter the fields as described in the table below.
- Select the Save button.
| Field Name | Description |
| Leave Type | Type of leave e.g. Annual Leave |
| Name | The name that will be assigned to the entitlement |
| Basis of Calculation | How entitlements are to be calculated e.g. percentage of gross hours |
| Percentage Value | Percentage to use for calculations |
| Enable Scheduler | Enable scheduler to run the process on predefined interval |
| Carry Balance Forward | If set to no then unused balance will go back to 0 on employment anniversary date |
| Leave Exemptions | Entitlement will not be accrued while employee is away on the selected leave types |
Assigning Entitlement to an Employee
After Entitlements have been setup we will have to assign them to each employee.
- 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 desired employee.
- Select the Entitlements sub-folder.
- Select the Create New button.
- Select the Name from the drop down.
- Select the Start Date from the date picker.
- Enter Starting Balance This is often used if you are transitioning from an old system, where the employee may have had already accrued amounts.
- Select the Save button.
Employee Applying for Leave
There are multiple ways leave can be recorded against an employee
- Recorded Absence on the Employee File
- Employee Request for Absence
We will look at both:
Recording an Absence on the Employee File
- 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 desired employee.
- Select the Absence sub-folder.
- Select the Create New button.
- Select the Reason for the Absence. Selecting Annual Leave or Sick Leave will deduct the appropriate amount.
- Select the From Date (Start date) of the Absence.
- Select the Until Date (Finish Date) of the Absence.
- Select the Unpaid Leave option if this leave is to not deduct any leave hours.
- If required, enter any Notes, this is for internal viewing.
- Select the Save button.
Note: Any attachments and Absence Status will be able to be added/selected after the Absence record has been saved.
Employee Request for Absence
- After the Employee logs into the Self Service module of Subscribe-HR, the employee can select Request Leave from the Dashboard
- The employee is directed to the Request Leave screen
- Select the Reason for leave.
- Select the From Date using the date picker.
- Select the Until Date using the date picker.
- Select the Part Day check box if it is a request to leave for part of the day.
- Enter any notes regarding the leave request.
- 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.
Viewing the Leave Balances screen
The Leave balance screen is an always current balance sheet for the employee. You will be able to see the Total balance available for each type of Leave.
Note: Leave Balances are first calculated on the first day of the accrual cycle. It is not unusual to see an empty Leave Balances sheet if the accrual cycle has not occurred yet.
- After logging into the Subscribe-HR portal, select the Human Resources TAB.
- Select the Employee folder
- Select the desired employee
- Select the Leave Balances sub-folder
