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Allows a user to create a new leave request for an active a position that is eligible for leave in USPS (sick, personal and/or vacation) as well as other available leave types that are configured under System>Configuration>Leave Type Configuration . Once the request is created, it will follow the employee’s approval work flow.
Role:
To create a leave request:
Under Leave Requests, click ‘Create Leave Request’
Enter the desired leave information
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. NOTE: System>Configuration>Leave Type Configuration settings may impact what is displayed or required when creating a leave request.
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Click ‘Create Leave Request’ to submit your request. You will receive a green notification in the upper right corner of the screen stating the request was created successfully as well as an email that your request has been submitted. The ‘leave type’ and ‘total time request’ fields will be reset (and highlighted in red) to indicate you can enter your next leave request if desired.
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Fields Defined
Position: Pulled from the employee’s active position that is eligible for leaveDisplays employee’s (USPS) positions whose job status is configured under System>Configuration>Job Status Configuration in ESS. For example, if only ‘active’ jobs are configured under Job Status Configuration, the employee can only create leave requests for their active positions. If the employee has multiple positions, it will display the first active position by default . User however, the employee has the ability to select a different position from the drop down.
Leave Type: Select the desired leave type for the position selected. If the user user’s position is eligible for sick, vacation and/or personal leave, once selected, it will display their current leave balance (including on-going leave requests). On-going leave requests include initiated and approved only.
Reason: Enter a reason for the request. The district may configure this field to be required depending on leave type selected in System>Configuration>Leave Type Configuration.
Start of Leave/End of Leave: Enter the beginning and ending date and time of your request.
If you prefer the leave time to always default to your set work schedule, please refer to User Profile section of the Home chapter. Even though for further information on how to set your default start/end work time. Even if a default work schedule may be setis set up in the User Profile, the user can always overwrite it when entering their leave request.
NOTE: If you enter a date that is in the past you will receive a warning message that the date exists in the past. You can still create the request for the date in the past by clicking submit.
Total Time Requested: Display in hours or days increment leave increments depending on how employee’s position is configuredthe settings configured under System>Configuration>Leave Time Configuration. Click on + to increase total time or - to decrease total time.
Phone Number: Optionally enter a phone number. If you prefer the phone number to default to a specific number, please refer to User Profile section of the Home chapter for further information.
Comments: Optional comment field allow you to enter any comments you want your supervisor to be aware ofapprovers to see or anyone else who has access to see your request.
Substitute Comments: This information will then be displayed to anyone If ‘Substitute Needed’ is marked, this field optionally allows you to enter the name(s) and contact information, if available, for any possible substitute(s) you would like to have called and any notes that need to be passed on to the substitute. Anyone who has access to view your request will see this information.
Substitute Needed: If tracking sub substitute calling in ESS, the district may optionally configure ESS to require this box be checked for specific leave types.
NOTE: District may alternatively use a third party sub-calling software instead of ESS
Refer to ‘Default Substitute Needed’ option under System>Configuration>Leave Type Configuration on the System chapter for more information.
Substitute Scheduled: If tracking substitute calling in ESS, the user with the sub coordinator role will update the leave request with the substitute’s information (substitute comments, substitute first name, substitute last name, and substitute phone number) and checkmarks ‘Substitute Scheduled'.
Upload Files: Allows user to upload a supporting document they would like attached to their leave request.
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Under Leave Requests, click ‘Elevated Create Leave Request’
Select the Employee you are creating the leave request for. You may
Enter the desired leave request information for the employee and click ‘Create Leave Request’ to submit the request on behalf of the employee.
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Displays a user’s existing leave requests in a grid format. The user has the following options:may use the filter row to filter their leave requests as well as use the more button to add or remove columns from the grid.
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View Leave Requests
user may view the details of their leave request.
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Leave Request Approval Trail: Tracks the approval activity on the leave request, from original requester to final approver. The ‘Note’ column on the grid will indicate the Group Chain the leave request is tied to .a
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Edit Leave Requests
user may edit their leave request as long as the request status is ‘initiated’ or ‘rejected’. Once the request has been approved through the entire workflow, the status will change to ‘approved’. Once approved, the user can no longer edit the leave request. ‘Cancelled’ leave requests cannot be edited.
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