Managing Leave

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(→‎Global Leave Settings)
(→‎Entitlement Settings)
 
(17 intermediate revisions by the same user not shown)
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===Pre-requisite's===
 
===Pre-requisite's===
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* '''Ensure the Global Leave Configuration is setup'''
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* '''Configure Entitlement options in settings'''
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* '''Create Leave Profiles'''
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* '''Create Entitlement records'''
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* '''Ensure a Leave Profile is assigned to the Employee'''
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* '''Ensure Entitlement is assigned to the Employee'''
  
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===Global Leave Settings===
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===Entitlement Settings===
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The Global Leave Settings has to be setup once.
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# 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.
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# Select '''HR''' from the left navigation menu.
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# Select '''Human Resources''' from the left navigation menu.
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# Select the '''Leave Accrual Units'''.<br>If this appears as text and not editable, then the Accrual Units have already been set.
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# 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.
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# Select the '''Leave Transaction Profile'''.<br> The options are Auto Calculated, Auto Calculated (No Balances), Manual Entry.<br><br>'''Auto-Calculated''' enables the system to calculate the Days Absent and Work Hours Lost via the Working Hours definitions when an Absence is entered. '''Manual Entry''' allows the user to specify the Work Hours Lost and the Total Days Absent.
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# Select the '''Save''' button.
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# Select the '''Accrual Country Settings'''. Select the Country the system is used in. It is important that the correct Country is selected as this will impact on how Leave is Accrued.
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# Select the Leave Period Date Type.<br>'''Company Date''' causes the system to Accrue Leave based on a defined date and this date becomes the Anniversary Date for Leave Accruals. '''Anniversary Date''' causes the system to Accrue Leave based on the Employee start date. The Employee Start date is the Anniversary Date for Leave Accruals for the particular employee.
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# Set the '''Company Leave Anniversary Date'''. This only becomes valid and active if Leave Period Date Type is set to Company Date.
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# Select the '''Save''' button.
 
# Select the '''Save''' button.
  
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===Leave Settings / Leave Profiles===
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===Entitlements===
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Leave Settings is where the Leave Profiles are created. There is no limit on the amount of leave profiles that can be created.
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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>
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The benefits of '''Leave Profiles''' is seen when you have such scenarios as:
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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.
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====Creating a Leave Profile====
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====Creating an Entitlement====
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# After logging into the Subscribe-HR HCM Platform, select "MAINTENANCE" on the left hand side from the navigation area..
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# After logging into the Subscribe-HR HCM Platform, select "HR" on the left hand side from the navigation area.
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# Select the '''Leave Settings''' folder.
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# Select the '''Entitlements''' folder.
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# Select the '''create''' button.
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# Select the '''Create New''' button.
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# Enter the '''Leave Profile Name.''' Ensure the name is descriptive.
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# Enter the fields as described in the table below.
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# Select the '''Leave Type.'''
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# Enter the '''Total Annual Amount''' that is accrued.<br>The unit amount can be found in the Annual Amount Units field. Example: If the Annual Amount Units is '''Days''' and Total Annual Amount is 20 then the Total Annual Amount would be '''20 Days per year'''
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# Select the '''Leave Accrual Interval.''' This is the period between accruals. Example: Monthly would cause the system to calculate new Leave Accrual transactions on the Anniversary day of the Month.
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# Enter '''Leave Exclusion Period.'''in months. The leave exclusion period is the amount of time from the Leave Profile Start Date that the Employee will not accrue leave. Example: If an Employee Starts work on the 01/03/yyyy, the Leave Profile Start Date is 01/03/yyyy, and Leave Exclusion Period is 6 months, the Employee will start accruing Leave from the 01/09/yyyy.
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# Check the '''Carry Forward''' option if this accrual is not reset and the amount accrued the year before is carried over to the following year.<br>Example: Annual Leave may have the Carry Forward option selected, while Sick Leave may not have the Carry Forward option selected.
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# Select the '''Save''' button.
 
# Select the '''Save''' button.
  
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===Assigning Leave Profiles to an Employee===
 
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After Leave Profiles have been setup we will have to assign Leave Profiles to each employee.
 
  
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# After logging into the Subscribe-HR HCM Platform, select "HUMAN RESOURCES" on the left hand side from the navigation area..
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<table border="1" width="700" id="table1" cellspacing="1">
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<tr>
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<td width="150"><b><font face="Arial" size="2">Field Name</font></b></td>
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<td width="550"><b><font face="Arial" size="2">Description</font></b></td>
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</tr>
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        <tr>
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<td width="150"><font face="Arial" size="2">Leave Type</font></td>
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<td width="550"><font face="Arial" size="2">Type of leave e.g. Annual Leave</font></td>
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</tr>
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<tr>
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<td width="150"><font face="Arial" size="2">Name</font></td>
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<td width="550"><font face="Arial" size="2">The name that will be assigned to the entitlement</font></td>
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</tr>
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<tr>
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<td width="150"><font face="Arial" size="2">Basis of Calculation</font></td>
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<td width="550"><font face="Arial" size="2"> How entitlements are to be calculated e.g. percentage of gross hours</font></td>
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        </tr>
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<tr>
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<td width="150"><font face="Arial" size="2">Percentage Value</font></td>
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<td width="550"><font face="Arial" size="2">Percentage to use for calculations</font></td>
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</tr>
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<tr>
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<td width="150"><font face="Arial" size="2">Enable Scheduler</font></td>
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<td width="550"><font face="Arial" size="2">Enable scheduler to run the process on predefined interval</font></td>
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</tr>
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<tr>
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<td width="150"><font face="Arial" size="2">Carry Balance Forward</font></td>
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<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>
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</tr>
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<tr>
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<td width="150"><font face="Arial" size="2">Leave Exemptions</font></td>
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<td width="550"><font face="Arial" size="2">Entitlement will not be accrued while employee is away on the selected leave types</font></td>
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</tr>
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</table>
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===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.
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# Select the Leave Profiles sub-folder.
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# Select the Entitlements sub-folder.
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# Select the create button.
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# Select the '''Create New''' button.
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# Select the '''Profile Name''' from the drop down.
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# Select the '''Name''' from the drop down.
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# Select the '''Profile Start Date''' from the date picker.
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# Select the '''Start Date''' from the date picker.
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# Enter '''Already Accrued Amount.'''  This is often used if you are transitioning from an old system, where the employee may have had already accrued amounts.
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# 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.
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<br>
 
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'''Note:''' These steps may have to be repeated to create additional leave profiles.
 
  
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===Creating Leave Transactions for Employees===
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===Employee Applying for Leave===
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There are multiple of ways that Leave transactions can be created.
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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
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# Select the desired employee.
 
# Select the desired employee.
 
# Select the Absence sub-folder.
 
# Select the Absence sub-folder.
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# Select the '''create''' button.
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# Select the '''Create New''' button.
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# Select the '''Start Date''' of Absence.
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# Select the '''Reason''' for the Absence. Selecting Annual Leave or Sick Leave will deduct the appropriate amount.
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# Select the '''Finish Date''' (return date) from Absence.
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# Select the '''From Date''' (Start date) of the Absence.
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# Select the '''Absence Reason''' Selecting Annual Leave or Sick Leave will deduct the appropriate amount.  
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# Select the '''Until Date''' (Finish Date) of the Absence.
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# Select the '''Unpaid Leave''' option if this leave is to not deduct any amounts.
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# Select the '''Unpaid Leave''' option if this leave is to not deduct any leave hours.
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# Select the Absence Status.
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# If required, enter any '''Notes''', this is for internal viewing.
 
# Select the '''Save''' button.
 
# Select the '''Save''' button.
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'''Note:''' Any attachments will be able to be added after the Absence record has been saved.
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'''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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===Viewing the Leave Transactions screen===
 
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The Leave transactions screen is a running total of all accruals that occur for each defined period.
 
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<br>
 
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You will see the '''Transaction Date''', the ''''Leave Amount''', The '''Transaction Type''' and '''Leave Type'''
 
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<br>
 
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'''Note:''' Leave Transactions occur on the first day of the accrual cycle. It is not unusual to see an empty Leave Transactions sheet if the accrual cycle has not occurred yet.
 
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# After logging into the Subscribe-HR portal, select the Human Resources TAB.
 
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# Select the Employee folder.
 
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# Select the desired employee.
 
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# Select the '''Leave Transactions''' sub-folder.
 
  
 
[[File:subscribehr_logo.gif]]
 
[[File:subscribehr_logo.gif]]

Latest revision as of 03:05, 4 October 2019

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

  1. After logging into the Subscribe-HR HCM Platform, select the Settings on the top right of the screen.
  2. Select Human Resources from the left navigation menu.
  3. 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.
  4. 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

  1. After logging into the Subscribe-HR HCM Platform, select "HR" on the left hand side from the navigation area.
  2. Select the Entitlements folder.
  3. Select the Create New button.
  4. Enter the fields as described in the table below.
  5. 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.

  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 Entitlements sub-folder.
  5. Select the Create New button.
  6. Select the Name from the drop down.
  7. Select the Start Date from the date picker.
  8. Enter Starting Balance This is often used if you are transitioning from an old system, where the employee may have had already accrued amounts.
  9. 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

  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.
  5. Select the Create New button.
  6. Select the Reason for the Absence. Selecting Annual Leave or Sick Leave will deduct the appropriate amount.
  7. Select the From Date (Start date) of the Absence.
  8. Select the Until Date (Finish Date) of the Absence.
  9. Select the Unpaid Leave option if this leave is to not deduct any leave hours.
  10. If required, enter any Notes, this is for internal viewing.
  11. 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

  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.

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.

  1. After logging into the Subscribe-HR portal, select the Human Resources TAB.
  2. Select the Employee folder
  3. Select the desired employee
  4. Select the Leave Balances sub-folder

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