PeopleWerks HRYou can generate a Leave Summary report from the Leave Summary section in the Personnel menu. Select a group of people using the Quick or Advanced search option or enter an employee’s name in the free search space. Then click on the Print Leave Balance Summary button.
There are also two report in the General System Reports section in the Reporting menu called Employee Leave Requests and Leave Balance Summary.
To manage leaves, use the Leave Requests section in the Personnel menu to view the list of employee leaves. Use the Quick Search to find specific types of leaves.
To view an employee leave, click on the Information icon.
If the leave request has been entered but not yet approved, you can approve it here or deny it, if applicable, using the Approve or Deny icons.
The request can also be deleted if it is not correct using the Delete icon.
The leave can be edited if there has been a change, such as in a return date, using the Edit icon.
Adding a leave for an employee can be done in three different places:
Enter the type of leave; the type of deduction, if needed; and the start and return dates which must be within the work calendar start and end dates. Other information such as employee and admin comments can also be entered.
Once the start and return dates are entered, the system will generate an “event” for each day, using the calendars to determine if the date is a work day or not. This analysis is done to calculate the number of days or hours the leave is for. If needed, you can make detail changes in the Leave Events list for each day of the leave for the Deduction Type and whether it is a Paid leave date or not.
The default status for a new leave request is “Requested” but if it has already been approved, then click on the Granted box to approve the leave.
You must assign a Work Calendar to individual employees or groups of employees for proper counting of leave dates. Work Calendars are set up in the System Data Management section of the Admin/Config menu. Click here for more more information on the set up process.
You can assign a Work Calendar to an individual in the Work Calendar and Leave section of their personnel record.
You can also assign a Work Calendar to a group of people, such as your certificated staff by using the Leave Summary section of the Personnel menu.
Calendars are used for calculating the number of days off between a leave start date and return date. There are two types of calendars:
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:
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.
PeopleWerksHR can manage leave requests and time off, whether paid or unpaid, for your employees. It is flexible based on the level of leave tracking that you wish to do. You can simply record leave dates as reference or you can manage leave details including paid and unpaid days. With the use of calendars and leave rules, you can configure your system the way you want to manage the time off for your staff.
Employee leave requests can be entered in two places in the system – in the Work Calendar and Leave section of the personnel record or in the Leave Request section of the Personnel menu.
To configure your leave management process, use the System Data section of the Admin/Config menu. Click here for more information.