Leave - Return Date Calculation by Pay Type/Leave Transactions/Leave Requests/View Leave Entitlements/Return Date
The following new features and modifications were added to:
- Return Date Calculation by Pay Type.
- Leave Transactions.
- Leave Requests.
- View Leave Entitlements.
- Return Date Parameters By Employee.
- Hide Self Service Leave Entitlements.
1. Return Date Calculation by Pay Type
A new feature, Return Date Calculation By Pay Type, was added. This feature allows for different leave return dates calculation methods to be set for salaried and non-salaried employees for any given leave type.
If, however, an employee is changing from salaried to non-salaried, or vice-versa, then the Return Date Parameters (Benefits>>Leave>>Leave Setup>>Return Date Parameters) should be used to define the return date calculation method for the specific employee and any other employee exceptions.
Step 1 - Enable Feature
System Configurations>> Feature Management>> Return Date Calculation by Pay Type
Step 2 - Setup Leave Type
Set up the leave type (or edit an existing leave type). Define the return date parameters by completing the following fields:
- Calculate Return Date Using (Salaried employees).
- Calculate Return Date Using (Non-Salaried).
The system will check to determine:
- If the employee is salaried or non-salaried via Personnel>>Employees>>[Search for Employee]>>Payroll Related.
- The values in the above-named fields to accurately calculate the return date for the specific leave type.
Personnel>> Employees>> [Search for Employee]>> Payroll Related
Benefits>> Leave>> Leave Setup>> Leave Types>> Leave Types
2. Leave Transactions
The system automatically calculates the return dates based on the leave type rules on import of leave transaction records. Audit functionality was also added.
System Configurations>> Company Imports>> Leave Transactions
3. Leave Requests
Workflow leave requests are now visible to employees’ direct supervisors although they do not have Company or Pay Group access. The Supervisor logon screen is shown below.
Note: the supervisor must be an approver in the leave workflow.
HOME>> Company Notifications
4. View Leave Entitlements
The screen was modified so that the value in the Total Leave Taken field correctly reflects the sum of the leave taken records.
Benefits>>Leave>>Leave Transactions>>View Leave Entitlements
5. Return Date Parameters By Employee
The screen was modified so that the value in the Total Leave Taken field correctly reflects the sum of the leave taken records.
Step 1 - Flag Employee as Shift Worker
The employee MUST be in a Schedule and Shift (HRplus Time>>Schedules>>Scheduling) and the Shift Worker flag MUST be flagged as Yes (Personnel>>Employees>>[Select Employee]>>Company and Status Info>>Shift Worker).
Step 2 - Enter Employee Return Date Parameters
Create a record for the employee setting the Calendar Flag as Use Calendar Skip Holidays and Return on Nearest Working Day.
Benefits>>Leave>>Leave Setup>>Return Date Parameters>>By Employee
Step 3 - Flag Holidays
Benefits>>Leave>>Leave Setup>>Calendar Setup>>Flag Holidays
Step 4 - Enter Leave Taken
Enter the leave taken record for the employee for the same period as the flagged holidays.
Note: The Return Date is correct based on: -
- The two (2) holidays flagged and,
- The employee’s shift is Monday to Sunday (inclusive of weekends).
Benefits>>Leave>>Leave Transactions>>Leave Taken
Step 5 - Recalculate Employee Leave Balances
Benefits>>Leave>>Leave Transactions>>Recalculate Leave Balances
Step 6 - View Employee Leave Entitlements
View the employee leave entitlements to ensure accuracy.
Benefits>>Leave>>Leave Transactions>>View Leave Entitlements
6. Hide Self Service Leave Entitlements
This new feature allows users to Hide Self Service Leave Entitlements by Company, Leave Type and Year so that the records will not be displayed on the View Detailed Leave History screen (HOME>>My Benefits>>My Leave>>Entitlements>>[select View Detailed Leave History].
For the specific year selected, all leave entitlements for the company and leave type will be hidden up to and including that leave year.
Benefits>>Leave>>Leave Setup>>Leave Types>>Hide Self Service Leave Entitlements
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