Leave Module Reference

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).

Settings

Field	Description
Leave > Holidays	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	Select the days that your business is closed (e.g. Sundays, or Saturday and Sundays).

List View

Buttons Explained

Button	Description
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.

Filters Explained

Filter	Description
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.

Fields Explained

Field	Description
*Field Chooser ()**	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.