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The Leaves Grid allows the user to search for existing employees. You can either enter in the Number or a few characters in any of the grid headings and all occurrences of that search will show up and then you can choose the item(s) you are wanting to view or edit.  Example - First Name  is one of my grid options. If I type in %San (% is use as a wildcard) in the First name field, all occurrences of anyone with  San in the first name will appear. You can then click on the  next to the Leaves record you are searching for to view the data relating to this employee or click on the  to edit the record or  to delete the record.

Include Archived Employees 

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   8.  To Exit out of screen, click on in the far top right hand corner

Setting up Advance Sick Leave

Go to System/Rules and Enable the rule Prevent the Advanced Sick Leave  balance from going past the Max Advanced allowed.

Go to System/Configuration/Advanced Leave Configuration-

Check the Image Added field if the Max Advanced is always available. Accumulations will decrease the 'Advance Units Used' in Leaves and will allow the employee to reuse the advance sick days during period selected.

Leave Image Addedunchecked if the Max Advance will be available only once,. Accumulations will not affect the 'Advance Units Used' in Leaves and the employee is only allowed to use the sick advance days during period selected.

Set up the Period Options-The Period Options are the date range when the advance sick will be counted. Select one of the following:

  • Fiscal Year  (July through June)
  • Calendar Year (January through December) 
  • Custom Period, provide start and end dates

If using Custom Period enter the Custom Start Date and Custom End Date in the fields provided.

Manually add or Mass Load-Mass Load#Leaves the Max Advance Leave amount available for employee(s)

If using Attendance/Absence Importing and employee will go negative, district will have to check 'Allow Negative Leave Balance' to insure the import file completes without any errors.

Note
The Advanced Units Used will reset automatically to zero based on the period selected on the Advanced Leave Configuration The Max Advance amount will be available to the employee again but if the employee is no longer eligible the district will need to clear that field manually.

Edit Employee Leaves

Only fields that are allowed to be edited will be displayed.

  1. Search desired Employee on grid
  2. Click on Image Added to edit the Employee
  3. Make desired changes
  4. Click on Image Addedto save desired changes to the Employees Leave, click on Cancel to not post changes and return to the Leaves grid

Delete Employee Leaves

  1. Search desired Employee on grid to delete
  2. Click on Image Added to delete the Employee Leave

  3. Click on Image Added to confirm deletion or Cancel to not delete Leaves

Image Added