NextGen | The Leave Setup Screen

NextGen | The Leave Setup Screen

About

The Leave Setup Screen displays the leave scheme the employee is linked to.  A history of records will accumulate on the screen, should the employee change between leave schemes.  

Tip
The Leave Setup Screen is included in the Add New Employee Workflow.

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 Setup 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 Setup Screen

An Example of the Classic Landing Page


Edition

This feature is available on Lite, Premier and Master.



Ensure that the correct employee is selected.

The Location Menu


The Leave Setup Screen

To link an employee to a leave scheme, click on +Leave Scheme.

When adding an employee, once the employee has been linked to a leave scheme, click on Save to proceed with the workflow.

The Leave Setup Screen



The Leave Setup Sub Screen




Important Comments

Not Linking an Employee to a Leave Scheme
Not linking an employee to a leave scheme, will result in the Leave Balances Screen not populating.  If you have not linked an employee and do so after a period, you can use the Leave Adjustments Screen to correct the employee’s leave balance manually.  The system will not adjust the leave balances automatically.  
Tip
When adding an employee, you can continue with the workflow without completing the Leave Setup Screen.  Simply click on 7. Banking Details to continue.

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