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How to set up Leave Overrides for Employees On and Off days

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ON and OFF Days generally apply to shift workers but you can use the function to track the ON and OFF days of all employees. i.e. both shift and non-shift workers.

For Shift workers, the application will consider their ON and OFF days when entering a Leave Taken transaction and will calculate the correct Return Date.

For Non-Shift workers, however, the application will NOT consider the ON and OFF days. In such cases, you may have to manually edit the employee’s Return Date. (The set-up for this is illustrated in the Return Date Parameters section How To Set Up Return Date Parameters ). 

Using the Leave Overrides for shift workers involves the following steps:

  1. Ensure that the employee has indeed been flagged as a shift worker. Navigate to the Employee Profile View to do so: Personnel>> Personnel>>  Employees OR POWERpay>> Employees>> Employees
  2. Within the Leave module, enter the employee’s ON and OFF Days. Days are to be entered individually using the blank field and calendar provided. Use the diskette icon to the left of the field to save.
  3. Ensure that your Return Date Parameters are setup correctly (either the Default used for the Leave Type or the specific Parameters that may have been set by Pay Group and/or Job)
  4. Enter the Leave Taken record.
  5. Post the Leave Taken once the employee returns from Leave

In the following example, we will look at a shift worker who takes 4 Vacation Days starting August 13th with 2 OFF Days of August 15th and 16th. We will notice that the application correctly calculates the employee’s Return Date as August 21st.

STEP 1 :

Ensure that the employee has indeed been flagged as a shift worker.

Navigate to the Employee Profile View to do so: Personnel>> Personnel>> Employees OR POWERpay>> Employees>> Employees

STEP 2 :

Enter the employee’s OFF Days.

Enter the employee’s ON Days.

STEP 3 :

Ensure that your Return Date Parameters are setup correctly (either the Default used for the Leave Type or the specific Parameters that may have been set by Pay Group and/or Job)

STEP 4 :

Enter the Leave Taken Record

STEP 5 :

Post the transaction once the employee returns to work (if you do not have the automatic posting function setup).

If the employee, however, is a Non-Shift worker, simply navigate to System Configurations>> System Codes>> System Codes . Under ‘L’ double click on the LV_RETDATE record. Change the Value from 0 to 1 and click on the diskette icon to save.

This will allow you to edit the Return Date of any employee without affecting the number of Days Taken i.e. the date will no longer be ‘greyed-out’ in the Leave Taken screen.

In the following slide, we illustrate where an employee has taken 4 Vacation days starting on August 12th yet we are able to change the Return date to August 23rd. You can then verify the days the employee is supposed to be ON by clicking in the Employee On Days hyperlink.

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