Leave – PeopleWerks HR

Employee Leave Reports

PeopleWerksHR Support — Mon, 28 Dec 2020 15:14:24 +0000

You 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.

The post Employee Leave Reports first appeared on PeopleWerks HR.

Managing Leaves

PeopleWerksHR Support — Mon, 28 Dec 2020 15:12:40 +0000

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.

The post Managing Leaves first appeared on PeopleWerks HR.

Adding a Leave

PeopleWerksHR Support — Mon, 28 Dec 2020 14:13:30 +0000

Adding a leave for an employee can be done in three different places:

In the Work Calendar and Leave section of their personnel record by clicking on the Add Leave Request button.
In the Leave Request section of the Personnel menu by clicking on the Add Leave Request button.
In the Leave Summary section of the Personnel menu by clicking on the Add Leave icon next to them Employee’s name.

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.

The post Adding a Leave first appeared on PeopleWerks HR.

Work Calendar Assignment

PeopleWerksHR Support — Mon, 28 Dec 2020 13:40:15 +0000

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.

Select your group of people by using the Quick or Advanced Search.
Click on the Set Work Calendar button.
Choose whether you want to assign the Work Calendar to everyone you have selected or only the people in your list who do not have a calendar assigned.
Select the calendar from the Calendar list. You will see the Work Calendar updated in the employee list.
If you need to change an individual’s Work Calendar, click on the Edit icon.

The post Work Calendar Assignment first appeared on PeopleWerks HR.

Calendars for Leave Tracking

PeopleWerksHR Support — Mon, 28 Dec 2020 13:04:12 +0000

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.

The post Calendars for Leave Tracking first appeared on PeopleWerks HR.

Leave Management Overview

PeopleWerksHR Support — Wed, 23 Dec 2020 19:39:13 +0000

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.

The post Leave Management Overview first appeared on PeopleWerks HR.

Employee Leave Management Lists

PeopleWerksHR Support — Tue, 08 Dec 2020 15:50:23 +0000

Use the System Data Management section in the Admin/Config menu to manage your master lists that are used in dropdown lists for data entry. Employee Leave management related lists are:

Leave Statuses – these are pre-configured
Leave Type/Reasons
Leave Calendars – two calendars are used for counting leave days. The Holiday calendar is sent up one time for the year and is applicable to all employees. The Work calendars are set up for different groups of employees based on their work days.
Calendar Day Types – used in setting up the calendar
Leave Rules – advanced feature used when tracking leave balances
Leave Rules Groups – advanced feature used when tracking leave balances

Click the button for adding a new option to the list or click on the edit icon for modifying the details of one of the existing options. Before deleting an option, you will want to run a report to see if the option is being used in any of the employee records.

The post Employee Leave Management Lists first appeared on PeopleWerks HR.