Adding a new leave transaction

When an employee wants to take leave, you have to process a leave transaction on the Pay Run view before the leave transaction will be deemed as taken.

Adding a new leave transaction in a Pay Run:

Click on the Add Existing option under the Earnings section within a Pay Advice (as shown below):

Select the leave transaction that you want to process for the employee. The Add Leave Transaction view will be displayed:

If your employee already has an existing leave transaction within a pay run, the transaction will be displayed (The transaction will be pre-populated with pay run creation if the leave transaction dates overlap with the pay run dates).

Select a start and end date for the leave transaction and enter the number of leave hours. Enter a comment about the leave transaction in the Comments box. Click on the Save button to save the leave transaction:

When you are processing an annual leave transaction in a pay run for an employee, you must decrease the hours worked with the hours of leave that the employee is taking.

Adding a new leave transaction in the Leave Summary screen:

To access the Leave Summary screen, click on Leave…Leave Summary. Select the business from the Business drop down menu followed by the employee in the Employee drop down menu:

Click on the Add New Leave Transaction option or alternatively, select the circle below the day in the month on the calendar for when the leave should start. The following screen will display:

Complete all the relevant fields. Note: The leave amount taken is in hours. Click on the Save button to save the leave transaction.

Adding a new leave transaction in Leave Overview screen:

To access the Leave Overview screen, click on Leave…Leave Overview. Select the business from the Business drop down menu:

Click on the Add New Leave Transaction option or alternatively, select the circle below the day in the month on the calendar for when the leave should start for a specific employee. The following screen will display.

Complete all the relevant fields.

The leave amount taken is in hours. Click on the Save button to save the leave transaction.