How do I link an employee to a leave scheme?

How do I link an employee to a leave scheme?

This feature is available on all PaySpace editions.

An employee can be linked to a leave scheme on the Leave Setup screen under the Leave section of their employee profile. 

Select the "+ " button and choose the relevant scheme to which the employee must be linked.

      Navigate > Employee > Leave > Setup

      

Important!
  1. An employee can only be linked to one leave scheme at a time.
  2. Should an employee need to be linked to a new leave scheme, simply add a new Leave Scheme record, which will override the old leave scheme record.
  3. Deleting the current leave scheme record will result in the deletion of the employee's historical leave data. 
  4. If an employee is linked to a new leave scheme in the middle of a cycle, ensure that the Leave Bucket Mapping module (only available on the Premier and Master Payroll editions) has been configured so that leave balances can be automatically transferred from the old scheme to the new scheme. Alternatively, leave adjustments will have to be created to correct the leave balances.

    • Related Articles

    • Leave | The Leave Setup Screen

      Overview The Leave Setup Screen displays the leave scheme that the employee is linked to. A history of records will accumulate on the screen, should the employee change between leave schemes. Edition This feature is available on all PaySpace ...
    • How do I link an employee to a new leave scheme while keeping the previous leave scheme's historical data?

      Before making the necessary leave adjustments and linking employees to the new leave scheme that is required, you will need to download the Leave Balances report to view the employee's leave balances on the current leave scheme. An employee can be ...
    • How do I configure the Leave Scheme Parameters screen, after a Leave Scheme has been created?

      This feature is available on all PaySpace editions. Once a Leave Scheme is created, leave buckets can be created and linked to it on the Leave Scheme Parameters screen. Read each field's description carefully, to discern what information is required ...
    • Leave | Adding a Leave Scheme

      About Leave Administration allows you to apply the company’s leave policy on the payroll by creating Leave Schemes. Each Leave Scheme specifies the types of leave available to the employee, for example annual, sick, study or family responsibility ...
    • Leave | Defining Leave Scheme Parameters

      About Once you have created the Leave Scheme, the types of leave available in the Leave Scheme should be defined on the Leave Scheme Parameters Screen. Edition This feature is available on all PaySpace editions. Navigation Path Navigate > Config > ...