Staff Maintenance - Leave bar

Show Filters

Select to display the filters you can set.
In the example above, the Show Filters field is selected and the filters are displayed.
The leave transactions in the grid are displayed according to the filters you set. For example, you can display transactions for a particular date range or just for a particular leave code.
 

Note: If you want more leave transactions displayed on the window, clear this field to free up the area used to display the filters.

Leave

Leave code.

Date Start

The date the leave starts.

Num Units

Number of units of leave in the transaction.

Balance

Renaming 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:

• Last Day when employees return to work on their last day of leave
• Return Date when employees return to work on the first day of work after their leave. 

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.

Reverse

Reverse the highlighted transaction in the grid area.

Button

Description

Clear the filter settings to display all leave transactions.
 

Note: This button is only active when filter settings have been used.

Edit the selected leave entry using the Leave Details window.

Delete the selected leave entry.

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 manually entered leave 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.

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.

Clear the filter settings to display all leave transactions.
 

Note: This button is only active when filter settings have been used.

Launch the Set Employee Leave Entitlement window to 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.

Create a new staff member. See Creating staff members.

Delete the selected staff member. See Deleting staff members or making them inactive.

Customise how the bars are displayed. See Customising navigation bars in the Introduction manual.

Create a new task relating to the current staff member. See Managing tasks in the Introduction manual.

Click to refresh the screen for the selected staff member.