Leave Module

Overview

The Leave Module is used to record and track staff leave records.
It can be added to a Menu Group by selecting Fixed (radio button).
This module provides access to the Staff Summary which include tabs for Detail, Payroll, Leave, and Productivity.
Only full days can be tracked. The module does not provide for hours (e.g. taking an afternoon off).

Table of Contents

Navigation Example: Main Menu > Setup > Settings > General (tab)

Leave > Holidays: Allows you to insert public holidays. The public holidays must be manually entered for every year.
Leave > Leave Rules: Specifies the rules that apply to all the leave types (e.g. whether leave carries over or is forfeited if unused).
Leave > Leave Types: Specifies the leave that is applicable (e.g. Annual Leave, Sick leave).
Leave > Weekend Days: Allows you to select the days that your business is closed (e.g. Sundays, or Saturday and Sundays).

Navigation Example: Main Menu > Office > Leave

View: Generates a list of leave records based on the selected filters.
New: Creates a new leave record.
Save: Saves any changes
Menu:
- Reset Data Filters: Resets the data filters for the report.
- Save Grid: Saves the grid view (i.e. selected columns).
- Restore Grid: Restores a previously saved grid.

Set: Date options including No Date to display all the records.
Date: Fields to refine the date selections.
Arrows: Adjusts the dates forwards or backwards.
Staff: A dropdown list to see all the staff records or only the selected staff member's records.

Field Chooser (*): Allows users to add or remove columns.
ID: The system-generated number allocated to the leave record.
Status: The status of the record
Staff: The name of the staff member.
Leave Rule: The type of leave (e.g. Annual Leave) and rule that applies.
Date Start: The day on which the leave starts.
Date End: The day on the which the leave ends.
Total Days: The total number of days. This field is automatically calculated when Save (button) is clicked and only full days can be recorded.
Proof: A checkbox which you can check if you have proof (e.g. if they presented a valid sick note).
Attachment: A field to paste a link to an external document (e.g. a link to the saved leave request or sick note).
Note: A field to enter a note about the record.
Created by: The user who created the record.
Created: The date on which the record was created.
Updated by: The user who last updated the record.
Updated: The date on which the record was last updated.
Menu (...): Click the Actions column (last column) or right-click context an entry to access these options:
- Delete Leave: Deletes the selected record.
- View Audits: Not applicable to this module.
- Open Attachment/links: Opens the link shown in the Attachments column.
- Open Staff Summary: Opens a summary of the staff's records including a tab that summarises the leave accrued, current, and taken.