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Role: Users with Leave Manager, District Manager or Admin roles.

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Absence Thresholds

Allows percentage threshold to be createdEnter ‘allowable' percentage, by building, to notify users and approvers if there are outstanding leave requests, . The threshold percent is the percent of positions allowed to take leave on a given day for the specified building, that exceed the allowable threshold.

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per positions at that building.

Formula

Example: If a building has 50 employees and they only allow 10 to take leave per day, they will enter a threshold percentage of 20%.

  • The formula to determine if a building is over the threshold is leaveRequestCount / positionCount. It’s the number of positions taking leave at a building divided by the total number of positions at that building.

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  • If threshold has been exceeded for that day and you are submitting a new leave request for the same datethat day, you will receive an the following error preventing you from posting your leave request.

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  • image-20240814-122020.png Revert Leave Details: ability to remove exported flag from selected leave requests in order to revert their status back to ‘approved’ in ESS. The leave requests will be displayed in the Leave Requests>Export Leave Requests menu again. Select one or more leave requests to convert and click ‘Remove Exported Status Flag from Selected Records’.

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  • The reverted leave will be back at an approved status.

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  • image-20240814-122031.png Export Again: Ability to recreate the already exported leave in a CSV file that may be uploaded into USPS. This option does not change the status of the leave request.. requests, they remain with an exported status.

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If you need to cancel an exported leave request that has already been posted to USPS, after using the revert option above, the leave request will be back at an approved status. From there, the user can cancel the leave request in ESS. In USPS, the district may create an adjustment to the employees attendance/leave record.

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Allows users the ability to export leave requests with a status of ‘approved’ in order to post leave information into USPS. Once exported, the leave request status will be updated to ‘exported’ and the leave request will no longer appear in the Export Leave Request grid. When viewing your leave requests via My Leave Requests (or Supervised or District Leave) options, you will be able to see view the ‘exported’ leave requests that you have created or have been approved.Fully approved leave requests listed on the grid will be automatically included in the export .

On the bottom half, by default the grid displays all fully approved leave requests waiting to be exported unless you filter them by entering a start and/or ending date, or any of the other filtered filter options in the top half of the Export Leave screen. The bottom half contains the grid of fully approved leave requests waiting to be exported. You can sort by ascending/descending order so you can view oldest to newest.

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User may filter approved leave requests by:

  • Start Date and End Date: Enter a start date or a start and ending date and it will filter the grid on approved leave inclusive of the date(s) entered

  • Specific Employees: Select one or more specific employee(s) approved leave

  • Specific Pay Groups/Building Codes: Option to select one or more pay groups and/or building codes associated with approved leave

  • Leave Type/Appointment Type: Select approved leave by one or more specific leave types (sick. personal, etc) or appointment types (certified, classified)

Once your grid includes the desired leave you filtering is complete, select the leave requests you would like to export, click on ‘Export Leave Requests’exported (or select the top box to select all) and click Export Leave Requests. You will be provided with two export methods (you can only choose one export method):

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Allows user to view all district leave requests that contain leave expense information. This is a view only grid. The user may use the filter row to filter leave requests as well as use the more image-20241106-142541.pngImage Added button to add or remove columns from the grid.

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  • image-20241115-192942.pngImage Added to view the leave request details. You may click ‘Print Leave Expense Form’ to download a copy of the leave expense information in PDF format.

  • image-20241115-193042.pngImage Added to download a PDF version of the leave expense report. It PDF will include today’s date as part of the filename. (leave-expense-report-2024-11-15.pdf)

For more information on defining leave expenses information on a leave request, please refer to System>Configuration>Leave Expenses Configuration.

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A sub category further defines a leave type. For example, when creating a personal leave request, sub categories can be displayed allowing the user to select a specific category of personal leave (i.e. family emergency, personal business, etc.) If you require staff to select a sub category while creating their leave request, you can denote that requirement for specific leave types in the System>Configuration>Leave System>Configuration>Leave Type settings.

Create a Sub Category

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