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.
Navigation Path
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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