Use the Leave tab to:
- view the current leave being taken
- maintain current leave entitlements
- list past leave entitlements
- add new leave entries.
...
| Expand | ||
|---|---|---|
| ||
To open the Leave tab:
|
Current Pay Maintenance - Leave tab key fields and buttons
Leave Transactions area fields and buttons
Grid area fieldsAnchor
.gif){kind=spacer}
Field | Description |
|---|---|
Leave | Leave code. |
Date Start |
| The date the leave |
| starts. | |
Num Units | Number of units of leave in the transaction. Note: Units can be shown as native units or as hours and days. |
Balance | Remaining units of leave of that category. |
Unit | Unit the leave is being measured in. For example, sick leave may be measured in days and long service leave may be measured in weeks. |
Award | Award under which the leave is allocated. |
Last Day | The date the leave ends. The name of this field is:
Note: |
You can configure whether employees return to work on their last day of leave or the first day of work after leave using the Leave Date of Return is Last Day of Leave field on the Payroll tab of Synergetic Financial Maintenance. See Synergetic Financial Configuration - Payroll tab |
. | |
Inc in Pay | Select to include the leave transaction in the employee's pay. |
Sub Cat | Sub-category of the leave award code, if applicable. |
Posting | Posting number of the employee payment. |
Comment | Comments about the transaction. |
Buttons
Button | Description |
|---|
| Add a leave transaction. See Adding leave transactions |
.png?version=1&modificationDate=1689682773110&cacheVersion=1&api=v2&height=23){kind=small}
. Note: Once the leave transaction has been added, the Assign Leave Taken to Application window is displayed to allow you to link an approved leave application to the selected leave transaction. See the Link Application button below. | |
| Delete the highlighted leave transaction in the grid area. Note: The leave transaction is permanently removed from history. |
.png?version=1&modificationDate=1689682802547&cacheVersion=1&api=v2&height=23){kind=small}
| Reverse the highlighted leave transaction in the grid area. Note: Another leave transaction is created to reverse the effect of the highlighted transaction. Both transactions remain in history. |
.png?version=1&modificationDate=1689682804597&cacheVersion=1&api=v2&height=23){kind=small}
| Modify the details of the highlighted leave transaction in the grid area. |
| Display the Assign Leave Taken to Application window to link an approved leave application to the selected leave transaction.
Multiple transactions can be assigned to a single leave application, but a warning is displayed when the available units are exceeded or if the leave type and dates do not match. |
.png?version=1&modificationDate=1689682804640&cacheVersion=1&api=v2&height=23){kind=small}
.png?version=1&modificationDate=1689682742503&cacheVersion=1&api=v2&height=23){kind=small}
Once transactions have been linked to an application they can unlinked provided you have the required security permissions. Note: Only approved leave applications that are not confidential are displayed. | |
| Display the Leave Application Details window to view details about the leave application linked to the selected leave transaction.
Note: You can click |
| Clear the filter settings to display all leave transactions. Note: This button is only active when filter settings have been used. |
.png?version=1&modificationDate=1689682772467&cacheVersion=1&api=v2&height=23){kind=small}
.png?version=1&modificationDate=1689682773150&cacheVersion=1&api=v2&height=23){kind=small}
.png?version=1&modificationDate=1689682773177&cacheVersion=1&api=v2&height=177)
.png?version=1&modificationDate=1689682832877&cacheVersion=1&api=v2&height=23){kind=small}
Filter fieldsAnchor
.gif)
Show Transaction Types area fields
Field | Description |
|---|---|
Entitlement Accrued | Clear to hide transactions where leave was accrued. |
Leave Taken | Clear to hide transactions where leave was taken. |
Adjustments | Clear to hide transactions where the entitlement balance was manually adjusted. |
Set Balance at Date | Clear to hide transactions where the entitlement balance was manually set. |
Show Date Range area fields
Field | Description |
|---|---|
From | Select to only show transactions after the specified date. |
To | Select to only show transactions before the specified date. |
Show Leave Code area fields
Field | Description |
|---|---|
Show All | Select to show all leave codes. |
Select Leave Code | Select a single leave code to display. |
Show Posting Number area fields
Field | Description |
|---|---|
Show All | Select to show leave transactions from all postings. |
Select Posting Number | Type in a posting number to show leave transactions from a single posting. |
Show Units area fields
Field | Description |
|---|---|
Native Units | Select to show all leave transactions in the units they were calculated in. |
Hours and Days | Select to show all leave transactions in hours and days. |
Leave Entitlements area fields and buttonsAnchor
.gif)
Grid area fields
Field | Description |
|---|---|
Leave | Leave code. Note: Leave of the same code accrued under different awards is aggregated into one balance. |
Balance | Amount of leave of this type available to the employee. |
Units | Unit the leave balance is displayed in. |
Last Txn | Date of the last transaction for this leave code. |
Last Units Added | Number of units added in the last transaction. |
Last Accrued | Date that leave was last accrued. |
Fields
Field | Description |
|---|---|
Preview Date | Date to which the leave entitlement balance is calculated. Defaults to today's date. Note: This field is only editable if Include all projected entitlement accruals to preview date is selected. |
Project entitlements to preview date (FTE only) | Select to include the projected balance of entitlements that have accrued by the Preview Date. |
Include manual transactions beyond preview date | Select to include any manually entered leave transactions that occur after the Preview Date. |
Include leave codes with no accrual values | Select to include leave codes that do not accrue leave. For example, leave without pay. |
Buttons
Button | Description |
|---|
| Set the leave entitlement date. Tip: Also use this to preview the staff member's leave as at a given date. Only today's date or dates in the future can be used. |
.png?version=1&modificationDate=1689682952857&cacheVersion=1&api=v2&height=23){kind=small}
| |
| View payroll leave award details for the highlighted record. |
.png?version=1&modificationDate=1689682953817&cacheVersion=1&api=v2&height=23){kind=small}
| |
| Refresh the Leave Entitlements grid. |
.png?version=1&modificationDate=1689682953840&cacheVersion=1&api=v2&height=23){kind=small}
| Delete the selected entitlement. Note: Entitlements with leave transactions attached cannot be deleted. |
.png?version=1&modificationDate=1689682982840&cacheVersion=1&api=v2&height=23){kind=small}
| Clear the filter settings to display all leave entitlements. Note: This button is only active when filter settings have been used. |
Button | Description |
|---|
| Change payroll summary information. See Changing payroll summary information |
. |
| Import timesheets from the SynWeb staff kiosk. See Importing timesheets |
.gif)
. |
...