Calendars for Leave Tracking

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Calendars are used for calculating the number of days off between a leave start date and return date.  There are two types of calendars:

  • One holiday calendar that is used for everyone
  • One or more work calendars that are used for various groups of employees.

Creating Calendars

Calendars are managed in the System Data Management section of the Fiscal menu by clicking on Leave Calendar Setup.  To add a new calendar, click on the Add Calendar button or click on the Duplicate icon if you want to duplicate one and modify it as a new calendar.  Enter the following information:

  • Name
  • Type – Holiday or Work
  • Fiscal Year
  • Description
  • Start and End Dates
  • Days Assigned
  • Units Used – days or hours

In the Events List,  enter the dates that are not counted when calculating days off for a leave.  For the Holiday calendar, these dates would be the holidays that everyone has off.  For the Work calendar, these would be the other days off that a particular group of employees get.  Both calendars are used in combination for the calculations of days off, so it is not necessary to add the holidays to the work calendars.

In the Events list, make sure that there is a description and day type entered.  Once you select the first date and enter the description and day type, it will default to those selections for the remaining dates that you enter but you can override that.  Generally, the Day Type is just Day Off.

 

 

 

 

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