Leave Transactions
From Subscribe-HR Wiki Help
(→Recording an Absence on the Employee File) |
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| Line 14: | Line 14: | ||
# 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 from the left side menu. |
| − | # Select the ''' | + | # 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. | ||
| Line 21: | Line 21: | ||
# 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 ''' | + | # 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. | ||
Revision as of 06:57, 29 June 2017
Contents
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
- After logging into the Subscribe-HR portal, select the Human Resources TAB.
- Select the Employee folder.
- Select the desired employee.
- Select the Absence sub-folder from the left side menu.
- Select the [Add New Record] button.
- Select the Start Date of Absence.
- Select the Finish Date (return date) from Absence.
- Select the Absence Reason Selecting Annual Leave or Sick Leave will deduct the appropriate amount.
- Select the Unpaid Leave option if this leave is to not deduct any amounts.
- Select the Absence Status.
- Select the Submit button.
Note: Any attachments will be able to be added 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.
