Leave
How do I view employees' leave balances?
The Balances screen stores an employee's leave balance per leave type. Each leave type section can be expanded to view its balance and other related information. Important! An employee's leave balance will not be displayed if a payslip for the ...
How do I hide the Employee Search and Company Structure fields on the employee Leave Calendar screen?
To hide the Employee Search and Company Structure fields on the employee Leave Calendar screen, enable the "Limit leave calendar to only show applications for employees reporting to the logged-in user" checkbox under the Leave Calendar section on the ...
How do I configure the system so that employees can view their balances for a specific leave type on ESS?
Enable the "display balance for ESS user?" advanced option for each leave type employees' should be able to view their balances on ESS. Navigate > Configuration > Human Resources > Leave Administration > Leave Scheme Parameters > Advanced Options ...
How do I deactivate an existing leave scheme setup?
To deactivate an existing leave scheme, you can edit it and set an "inactive date". Navigate > Configuration > Human Resources > Leave Administration > Leave Scheme Setup
How do I configure the Leave Scheme Parameters screen, after a Leave Scheme has been created?
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 to be completed in accordance with your company's ...
How do I add a new Leave Scheme?
Complete the required information on the Leave Scheme Setup screen and select "Save". Navigate > Configuration > Human Resources > Leave Scheme Setup
Why would employees receive error message: "No workflow found." when applying for leave or claims?
There are a number of reasons why an employee would receive the "No workflow found." error message. If any of the below points are not validated, may result in the error: The employee has a directly reports to person loaded on their position screen. ...
How do I notify an additional person when leave applications are approved?
Insert the appliable recipient's email addresses, in the "Notify email recipients on advanced leave approvals" field, under the Employee self service section on the Leave Settings screen, to notify an additional person/people when leave applications ...
How do I configure the system so that employees can apply for leave in hours as well as days?
To allow employees to submit leave applications in hours and days, enable the" Enable the ability to apply for leave in hours as well as days" checkbox under the Employee self service section on the Leave Settings screen. Navigate > Configuration > ...
How do I cancel a leave application that is in the workflow?
Cancelling a leave application in the workflow will notify the approvers, remove it from their inbox, and delete the transaction. To cancel a leave application in workflow, select the Cancel icon against the applicable leave application on the ...
How do I delete a leave application?
Leave applications can only be deleted in the open run in which it was submitted. To delete a leave application, select the Bin icon against the applicable leave application on the history grid. Navigate > Employee > Leave > Application
How do I specify the number of days after which pending leave applications should be escalated to the approver?
If a leave application has not been actioned for the number of days specified, the employee’s direct manager (or the next approver in the leave workflow) will receive a notification to approve it. It will continue to escalate from one manager to ...
If an employee applies for leave that is less than one day, how do I configure the system so that they can specify the time of day that they will be on leave?
To allow employees to specify whether they will be on leave in the day's first or second half, enable the "When applying for leave of less than 1 day, show an indicator for the employee to select whether the leave is taken in the morning or the ...
How do I ensure an employee's leave accrues in the current open period?
In order for an employee's leave to accrue on the Leave Balances screen, ensure that a payslip has been created for the current month/period. Navigate > Employee > Payroll Processing > Edit Payslip
If a leave approver no longer works for a company, how can I reallocate the applications pending approval in their inbox?
Leave applications (and other workflow items) pending approval in the resigned approver's Inbox, need to be reassigned to a different approver. Navigate > Employee > Other > Inbox Management Step 1: Select the option to Re-Assign the leave ...
Does the system allow for leave data to be taken on from a previous payroll system?
The system does not allow leave data to be taken on (transferred) from a previous payroll system during the company's implementation. Once employee records have been created, leave adjustments can be created to "transfer" leave data from the previous ...
How do I set up the system to include Saturdays & Sundays in the number of leave days that was applied for?
In order for the system to consider Saturdays and Sundays as a part of the number of days that were applied for, select an option from the dropdown list on the "Consider the selected weekend days when calculating leave days between 2 dates" field ...
Why are future dated leave applications reducing the current period's leave balance?
Future dated leave applications will reduce the current leave period's leave balance when the "Force employee's leave balance to reduce in current period rather than start date period." checkbox under the Leave Calculation section on the Leave ...
How do I configure the system to prevent employees from editing the "days" field on the Leave Application screen?
Enable the "Make leave days read-only on leave application" checkbox, under the Employee self service section on the Leave Settings screen, to prevent employees from changing the calculated leave days when submitting a leave application. Navigate > ...
How do I setup the system so that employees can select a leave type when submitting a leave application?
Enable the "Show option to select a specific bucket on the employee leave application screen" tick box under the Employee self service section on the Leave Settings screen, to allow employees to choose a leave type when submitting a leave ...
How do I access an employee's leave calendar?
An employee's leave calendar can be accessed on the Calendar screen under the Leave section on their employee profile. The Leave Calendar will display users who are on leave and will group the leave days according to the leave type, i.e., Holiday ...
How do I create additional leave types?
Additional leave types can be configured on the Leave Scheme Parameters screen according to the company leave policy. Navigate > Configuration > Human Resources > Leave Administration > Leave Scheme Parameters Basic Leave Type Information Required ...
Can the leave rules be bypassed when submitting leave applications?
Two checkboxes can be activated on the employee's Leave Application screen to bypass the leave rules. Navigate > Employee > Leave > Application Skip leave balance validations – this will skip all leave rules assigned to the specific leave type, i.e. ...
How can the system be configured so that future dated leave applications will be reduced from the current period's leave balance?
To have future dated leave applications reduced from the current period's leave balance, enable the "Force employee's leave balance to reduce in current period rather than start date period" checkbox under the Leave Calculations section on the Leave ...
How do I set up half-day leave applications?
To set up half-day leave applications, you can edit the relevant leave parameter and enter 0.5 in the "disallow applications that have a value less than" field under the Advanced Options. Navigate > Configuration > Human Resources > Leave ...
How does the "are attachments mandatory for leave applications" advanced option work?
To ensure attachments are attached to a leave application, ensure that the “are attachments mandatory for leave applications” checkbox under advanced options on the applicable leave scheme bucket is enabled. Navigate > Configuration > Human Resources ...
How do I create a leave adjustment?
Employee leave balances can be modified by creating an adjustment on their Leave Adjustment screen. Navigate > Employee > Leave > Leave Adjustments Alternatively, this can be done via the Bulk Actions screen. Navigate > Bulk Actions
Leave | Statutory Parental Bereavement
Overview Statutory Parental Bereavement is time off from work if the employees child dies before they turn 18, or if the employee has a stillbirth after 24 weeks of pregnancy The employee can take 2 weeks leave from the first day of employment for ...
Leave | Shared Parental Leave
Overview Shared Parental Leave is time off after having a baby, using a surrogate to have a baby, adopting a child or fostering a child who you’re planning to adopt. Employees can share up to 52 weeks of leave and up to 37 weeks of pay between the ...
Leave | Paternity Leave
Overview Employees are eligible for time off when their partner is having a baby, adopting a child or having a baby through a surrogacy arrangement. The following conditions should be met with regards to Paternity Leave: 1. Employees may receive 1 or ...
Leave | Adoption Leave
Overview Adoption Leave refers to time off to adopt a child or have a child through a surrogacy arrangement. Statutory Adoption Leave is 52 weeks and consists of: 26 weeks of Ordinary Adoption Leave. 26 weeks of Additional Adoption Leave. Edition ...
Leave | Statutory Sick Pay
Overview Employees are entitled to £109.40 per week Statutory Sick Pay (SSP) if they are too ill to work and is paid by the employer for up to 28 weeks. Employees cannot get less than the statutory amount, but can get more if the company has a sick ...
Leave | Holiday Leave
Overview All workers classed as workers are legally entitled to 5.6 weeks’ paid holiday a year (known as statutory leave entitlement or annual leave). Includes: agency workers, irregular hours workers and zero-hours contracts An employer can include ...