NextGen | The Leave Adjustments Screen
About
Leave applications and leave adjustments are processed by the Company Level User on the Leave Adjustments Screen.
Please note: Click on any image in the article to enlarge.
NextGen or Classic
The Classic version is the name given to the previous look and feel of the system. Important to note, both NextGen and Classic point to the same database. No data migration is therefore applicable.
This article covers the Leave Adjustments Screen for the new and improved
NextGen version of the system.
An Example of the NextGen Landing Page
To access the article that explains the same for the
Classic version, please select this link:
Classic | The Employee Leave Adjustment Screen
An Example of the Classic Landing Page
Edition
This feature is available on Lite, Premier and Master.
Navigation Path
Ensure the correct
employee is selected.
The Location Menu
Processing Leave Applications on the Leave Adjustments Screen
Leave applications can be processed either directly on the system or through Employee Self Service (ESS). If the employee is not registered for ESS, a leave application can be captured on the Leave Adjustments Screen by the Company Level User.
Tip
When an employee submits a leave application via the Employee Self Service (ESS) portal, it will be processed on the Leave Application Screen.
Processing Leave Adjustments on the Leave Adjustments Screen
Examples of processing leave adjustments, include the following:
- Where you have neglected to link an employee to a leave scheme and do so after a period, you can process a leave adjustment to correct the employee’s leave balances. The system will not adjust the leave balances automatically.
- Updating employees’ leave balances as part of a year-to-date take-on.
- Where an employee has moved between leave schemes that have not been mapped on Company Level.
Tip
Mapping of leave schemes is only available on Master Payroll Edition.
The Leave Adjustments Screen
The Leave Adjustments Screen
Saved applications and adjustments will reflect on the History Grid.
The History Grid
Example: From the Following Container Field
In this example, the two lines have been created on Company Level for the leave type, Annual Leave:
- Base Annual Leave
- Extra Annual Leave
A container has also been created, specifying a priority. Any leave applications should first be deducted from the Extra Annual Leave line’s balance. Once that balance has been exhausted, it can be deducted from the Base Annual Leave line’s balance.
When the Company Level User processes a leave application on the Leave Adjustments Screen, the following options for the field,
from the following container, will be available:
- Base Annual Leave: Selecting this option, will deduct the leave application from the Base Annual Leave line’s balance.
- Extra Annual Leave: Selecting this option, will deduct the leave application from the Extra Annual Leave line’s balance.
- Use leave priority: It will apply the priority that has been set-up on Company Level. Therefore, the leave application will be deducted from the Extra Annual Leave line’s balance. Should that balance be exhausted, it will deduct it from the Base Annual Leave line’s balance.
Important Comments
The Balances Report
To extract a listing of the employees’ opening and closing balances, accrual days, days taken or adjusted, as well as the value of the employees’ leave, print the Balances Report. This report is available from the Reports Screen, Category Heading: Leave.
An Example of the Leave Balances Report
The Transactions Report
To extract a listing of the employees’ leave transactions for a specified period, print the Transactions Report. This report is available from the Reports Screen, Category Heading: Leave.
An Example of the Leave Transactions Report.
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