Documentation for Administrators

Leaves

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The Leaves screen allows users to review all extended leave submitted during the selected fiscal year, make changes, add notes, add manual leave entries, import leave entries, and mark as reviewed by each valid department, such as Payroll or HR.

Updating the Leaves Report

1. From the Human Resources menu, click Leaves.

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2. Select the applicable fiscal Year from the pull-down and click Search.

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3. Click Show Needs Review to display leave records that need to be reviewed only. Leave records that have been marked as reviewed by all departments will not display.

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4. Click Show All to view all leave records including those that have already been reviewed.

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5. To edit any of the fields, click the field to active it and change the selection or text, as needed. Changes save automatically.

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6. Select the applicable check boxes to mark the leave as reviewed by the select departments, such as Reviewed by Risk, Reviewed by Payroll, and/or Reviewed by HR. Selections save automatically.

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7. Click Mass Update to change select fields for multiple employees at once.

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a. Select the Column that is to be mass updated from the pull-down.

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b. Select or enter the Value using the pull-down, text box, or check box.

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c. The mass updated fields display in yellow. Click Save to apply changes.

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Adding a Manual Leave Entry

1. From the Human Resources menu, click Leaves.

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2. Select the applicable fiscal Year from the pull-down and click Search.

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3. To enter a manual leave entry, enter information in the top row.

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4. Select the applicable Employee from the pull-down.

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5. Select the applicable Year from the pull-down.

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6. Select the Leave Code from the pull-down.

7. Enter the Start Date and End Date to indicate to the day(s) of leave or date range.

8. Enter any applicable Notes pertaining to the leave entry in the provided text box.

9. Select the applicable check boxes to mark the leave as reviewed by the select departments, such as Reviewed by Risk, Reviewed by Payroll, and/or Reviewed by HR. Selections save automatically.

10. Press the Enter key to save the leave entry.

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Importing Leave to the Leaves Report

1. From the Human Resources menu, click Leaves.

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2. Select the applicable fiscal Year from the pull-down and click Search.

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3. Click Import.

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4. Search for and select your spreadsheet. Click Open.

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Ensure there are no blank lines of data in the CSV file as this will cause complications in your upload. Shown below is an example of a CSV file.

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5. From the Import CSV pop-up window, you must verify that each pull-down is matched correctly.

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6. Click Import CSV to import the assets.

Imported data displays for the applicable year.

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Additional Features

Click the Excel icon in the Export section to export the table of data to an Excel spreadsheet, which can then be saved to your computer.

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Click the Printer icon to print the table of data.

Click the Filters button to filter data and apply filter rules.

a. To add more than one filter to a column, click on the green plus sign.

b. To delete an added filter, click on the red minus sign.

c. Select the gray arrow for additional filtering rules.

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For more information, see Filters.

You can sort data by clicking on any of the headers. Click once for ascending results; click twice for descending results.

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Use the Filter text box located in select pull-downs to quickly find a selection. Begin typing the name or number of the data in question to pull it to the beginning of the list.

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