Staff Maintenance - Leave tab

Use the Leave tab to:

maintain current leave entitlements
list past leave entitlements
add new leave entries.

For more information on employee leave, see Maintaining payroll employees in the Payroll manual.

Opening the Leave tab

To open the Leave tab:

Select Module > Human Resources > Staff Maintenance from the main menu.

Tip: You can also access the staff functions by clicking .
Search for the staff member. See Searching for staff members.
The Personal tab of the Staff Maintenance window is displayed.
Click the Leave tab.
The Leave tab of the Staff Maintenance window is displayed.

Staff Maintenance - Leave tab key fields and buttons
Fields

Field

Description

Show Filters

Select to display the filters you can set.
In the example, 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. Clearing this field will not change the filter settings.

Leave Transactions area fields and buttons
Grid area fields

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: 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.

Buttons

Button	Description
	Add a leave transaction. See Adding leave transactions.
	Delete the highlighted leave transaction in the grid area. Note: The leave transaction is permanently removed from history.
	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.
	Modify the details of the highlighted leave transaction in the grid area.
	Clear the filter settings to display all leave transactions. Note: This button is only active when filter settings have been used.

Filter fields

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 buttons

Grid area fields

Grid 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.
	View payroll leave award details for the highlighted record.
	Refresh the Leave Entitlements grid.
	Delete the selected entitlement. Note: Entitlements with leave transactions attached cannot be deleted.
	Clear the filter settings to display all leave entitlements. Note: This button is only active when filter settings have been used.