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Leave

    The Leave Jump-Start enables you to quickly define how public holidays and leave types are to be defined and assigned.

     

    CONTENT

    Using the Leave Jump-Start Option

    When the initial Jump Starts window is displayed, select Leave and the following window will be displayed:

     

    Jump_start_Leave.png

     

    Select Leave Features to Use - (Step 1)

    Click the Select Leave Features to Use button and use the available tick boxes to select the features to be used.

     

    Config_leave_features.png

     

    Edit State List - (Step 2)

    If the Different States Leave Feature is used, this procedure will enable you to define the different States to be used that have different public holidays. Click the Edit States List button and use the Add_button.png, Change_button.png or Remove_button.png buttons to add new, change or remove existing states respectively.

     

    State_list.png

     

    Edit Public Holidays - (Step 3)

    Click the Enter Public Holidays button and use the Add_button.png, Change_button.png or Remove_button.png buttons to add new public holidays, change or remove existing public holidays respectively.

     

    Public Holidays.png

     

    Create Leave Types - (Step 4)

    Click the Create Leave Types button and use the Add_button.png, Change_button.png or Remove_button.png buttons to add new,  change or remove existing leave types respectively.

     

    Leave_types.png

     

    Assign States to Employees - (Step 5)

    If the Different States Leave Feature is used, this procedure will enable you to assign the employees to the required states that have been defined. Click the Assign States to Employees button and by selecting each of the defined States, the employees can be moved to be included or removed from the State using the arrow buttons.

     

    Bulk_employee_state.png

     

    Create Leave Scales - (Step 6)

    Click the Create Leave Scales button and Use the Add, Change or Remove buttons to add new, to change or remove existing leave scales respectively.

     

    Leave_scales.png

     

    Assign Leave Scales to Employees - (Step 7)

    If the Different Leave Scales feature is used, this procedure will enable you to assign the leave scales to the employees.  Click the Assign Leave Scales to Employees button and select and highlight the employee to whom a Leave Scale is to be assigned and move them to the Selected employee list using the arrow buttons.

     

    The columns on the left identify the different Leave Types that have been defined and the Employees column is a list of all employees and the particular leave rule that has been assigned to each. Selecting a leave type will identify the particular leave type rule that has been assigned.

     

    The Selected Employees list identifies the Name of the employee(s) that have been selected from the list and the leave Scale rule that has been newly assigned by selecting the particular Scale and selecting the Add_button.png button.

     

    Once the employees have been selected, select the particular Scale that is to be assigned to them. Use the date select option to select the date from when the Leave Sale is to be applied. Select the Add_button.png button to assign the selected Scale to the employees in the Selected Employees list.

     

    Assign_scales.png

     

    Permalink:  http://tinyurl.com/lxslh85

    Page last modified 12:38, 11 Feb 2013 by cay-lynne CS Time/TNA Documents > User Module > Jump Start Options > Leave

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