Configure the Leave System, Hours Tracking, Advanced Leave Notice, Leave Types, and more
Time Off Category Types [Vacation, Jury Duty, FMLA]
Create and edit the Time Off Categories that users must select to Request Time Off. Also, designate which time off categories are deducting and non-deducting
| Admin Only | Admin Only Leave Categories Are Not Available To Users And Must Be Assigned By Admin For The User. i.e. Workers Comp or Leave Without Pay |
| Deducting | Deducting Leave Categories Require That The User Have Available Sick/Vacation/Comp etc Hours To Cover Their Leave Request. Non-Deducting Leave Will Remove The User From Their Work Position But Will Not Reduce The User’s Available Leave Balances |
Time Off Exclusions [Block Dates From Time Off Requests]
Prevent users from requesting time off on specific dates (i.e. Holidays, Special Events, etc)
Leave Accrual By Years By Years of Service [Automatic Step Up]
Enabling the Automatic Leave Accrual based on years of service will automatically bump up leave accruals for users. If this system is turned off, you can adjust each user individually in their user profile
| Enable Automatic Leave Accrual By Years Of Service | Enabling The Automatic Leave By Years Of Service Will Automatically Bump Each Users’ Accrual As Their Years Of Service From Their Profile ‘HIRE DATE’. Disabling This Feature Will Keep The User’ Current Accruals In Their Profile For Manual Editing Of Each User’s Accrual. |
| Years of Service | Each User Has A Profile Flag For ‘HIRE DATE’. Based On This Date, The User’s Accruals Will Automatically Update As The Years Of Service Increase. Create Steps For Each Accrual Rate. ie 0-5 Years Of Service Is 3.69 Hours Per Month/PayPeriod |
| Hours per Pay Period | Amount Of Hours User Will Receive. Your System Config Has Leave Accruing By. See System Config – Scheduling – Scheduler Functions – Leave/Time Off – How Do Leave Hours Accrue |
| User Count | Number Of Active Users That Are Currently In This Accrual Step |
Leave Maximums [Cropping & Transfers]
Automatically transfer leave hours and/or set maximum amounts of leave hours for staff. When the condition is met, leave hours can be moved from one balance to another or removed from the system
| Action Type | Action of Crop (Remove) hours or Transfer hours from one balance to another |
| From | Action will effect this leave hours type |
| To | The Transfer Action will move leave hours into this hours type. If using the Crop action, this will be blank |
| Amount/Condition | Only crop or transfer hours if the amount is equal to this amount or greater |
| Frequency | How often should this rule execute |
| Last Ran | Last date this rule was executed |
| Next Run | Next date this rule will execute |
| Modified By | Last person to modify this rule |