Entering an Employee’s Absences

Background information

From the ‘Manage the schedule’ module, you can manage leave for a group of employees (enter/modify/cancel leave) and also declare working days or days off (see the day off help page).

This article covers the following points:

Entering, modifying or cancelling an employee’s leave

From the ‘Manage the schedule’ module, you can enter leave for an employee by clicking on the ‘Manage leave’ tab and then ‘One employee’.

You can manage sick leave in this module.

For more information on managing sick leave, please visit our help page on this topic.

Entering leave

To place an employee on leave:

  1. select the employee in question from the drop-down list
  2. select the leave’s period
  3. select the absence account that this leave will use
  4. determine who will be notified when this leave is submitted
  5. enter a comment if applicable
  6. click Save

mceclip0.png

Cancelling or modifying leave

To cancel or modify leave:

  1. select the employee in question from the drop-down list
  2. select the leave in question
  3. tick ‘Delete leave’ or ‘Modify leave’ as needed
  4. (if you tick ‘Modify leave’, you can select the absence account that this leave will use)
  5. determine who will be notified when this leave is submitted
  6. enter a comment if applicable
  7. click Save

mceclip1.png

Entering recurring leave for an employee, such as part-time medical leave

The steps are the same as for traditional leave, except you will also tick the ‘recurring leave’ box to show recurrence options. This allows you to specify the frequency of the recurrence (every week, every other week), choose a day of the week on which the leave is placed (every Friday, for example) and indicate whether the absences are all day or just in the morning or afternoon.

The employee’s schedule will provide a preview of the leave that will be submitted. You can check that everything looks right before saving.

Take, for example, part-time medical leave: one of your employees is part-time medical leave from 2 to 31 January. They will only be working mornings and will be absent afternoons.

mceclip2.png

Another common example: an employee takes Compensation every other Friday.

mceclip3.png

FAQs

Why does an account not appear in the list of leaves?

You can choose which counters appear in this drop-down list from the account settings (‘Configure -> Accounts’). The setting ‘The account appears in the Schedule management module’ must be set to yes.

Accounts in the ‘Congés nécessitant un arrêt de travail / Leaves requiring a doctor’s certificate’ category do not appear in the drop-down list if the ‘Enter a doctor’s certificate’ permission is not enabled. Click here for the corresponding help page.

Page content

Was this article helpful?
2 out of 3 found this helpful