This module allows you to effectively manage the leave schedule of your staff.

Discover Leave

• Get Started
• Leave Setup
• Leave Interface

Get Started

The Leave module is a fixed module that needs to be added to the Main Menu or/and to the Tile menu using Main Menu > Setup > Menu Manager.

Access needs to be granted in Main Menu > Setup > Settings > Users > Human Resources > Leave - Access Allowed.

• None - No access to the Leave module.
• User - Allowed to access and create records in the Leave module.
• Supervisor - Allowed to access, create and delete records from the Leave module.

Leave Setup

Navigation

Main Menu > Setup > Settings > General > Leave

Here you will set-up the Leave Holidays, Leave Rules and Leave Types. See more below:

1. Holidays

To edit the Holidays, click on the Edit button top right of the Settings interface; and then in the Leave > Holidays row, click on the Edit text in the Value column.

Once you've clicked edit, the Holidays Setup window will appear. See image below:

To add Holidays, simply click on the Add button. The Holidays data grid will then populate with a new row and you can simply enter a description and select a date for the Holiday. Remember to click Save.

2. Leave Rules

Leave Rules dictates how the application behaves within preset parameters regarding Leave.

• It is recommended to first set-up Leave Types before setting-up Leave Rules. By setting up Leave Types first will automatically populate the Leave Types drop-down list in Leave Rules.

To edit Leave Rules, click on the Edit button top right of the Settings interface; and then in the Leave > Leave Rules row, click on the Edit text in the Value column.

Once you've clicked edit, the Leave Rules Setup window will appear (see image below).

To add Leave Rules, simply click on the Add button and the Leave Rules data grid will populate with a new row. Then simply complete the following fields:

1. Status - If the Status check-box is ticked, then you are able to add a Status to the Leave entry.
2. Leave Types - This specifies the Leave Type, i.e., reason for leave.
3. Cycle - This specifies the time cycle of the Leave Type, i.e., yearly.
4. Allowed - The maximum days Leave allowed for the specific Leave Type.
5. Position - This specifies to which position the Leave Type applies to.
6. Gender - This specifies if a Leave Type applies to only one gender, for example; Women's Day or Maternity Leave is only for Females.
7. Valid Form - This specifies from when the Leave type is available.
8. Minimum - The minimum days Leave allowed for the specific Leave Type.
9. Accumulate - If the Accumulate check-box is not ticked, the unused Leave days will fall away at the end of it's cycle.
10. Paid - This specifies if the Leave is paid or unpaid.
11. Note - Any notes regarding the Leave Rule can be entered here.

3. Leave Types

Leave Types specifies the reason for Leave.

To edit Leave Types, click on the Edit button top right of the Settings interface; and then in the Leave > Leave Types row, click on the Edit text in the Value column.

Once you've clicked edit, the Leave Types Setup window will appear (see image below).

To add Leave Types, simply click on the Add button and the Leave Types data grid will populate with a new row. Then simply enter a description and note if applicable.

4. Weekend Days

This field allow sou to specify the Weekend Days.

To select the Weekend Days that applies to your Company, simply click on the arrow in the Weekend Days Setting field and check the boxes of the Weekend Days. See image below:

Leave Interface

Navigation

Main Menu > Accounting > Leave > View

1. Data filter - This allows you to filter the data by Year and Date.
2. Staff - This allows you to select which member of Staff you wish to view records, or create a new record for.
3. Status - This shows if the Leave application is Pending, Approved, Declined, or Adjusted. Adjustments allow you to set the accumulated Annual leave at startup. This is only allowed on leave types that accumulate - eg. Annual Leave.
4. Staff - This shows for which member of Staff the leave is scheduled.
5. Leave Rule - This shows what type of Leave the member of Staff has requested, and is set in Main Menu > Setup > Settings > General > Leave. Default Leave Types and Leave Rules are in the Installation Scripts.
6. Date Start - End - This shows the duration of the Leave.
7. Total Days - This is automatically calculated, based on the Start and End Dates.
8. Proof - This check-box is to show if the Staff member has provided proof for Sick Leave.
9. File Name - Attachments, such as a doctor's note, can be uploaded here.
10. Note - A note can be added here.
11. Additional functionality becomes available when you click on the ellipsis in this column or when you right-click on a Leave entry.
    • Delete Leave - This allows Users with Supervisor access to delete Leave records.
    • View Audits - This will open the Audits Interface. All Leave entries, modifications and deletes are Audited.
    • Open Staff Summary - This will open the Staff Summary side-panel.
    • Load File - This allows you to load a PDF file for proof.
    • Open File - This allows you to open a file.
12. Summaries - This show who created and updated the entry, as well as date and time.
13. Menu - The Menu button allows you to reset data filters as well as to save and restore the data grid.