Attach Leave Request Settings to Employees

Use the following procedure to attach Leave Request Settings records and Leave Approval Settings records to employees.

Note: You can also use the Create Leave Request Settings command to attach records to a group of employees (see Create Leave Request Settings Command).

1. Open an employee record, and navigate to Payroll | Leave | Leave Request Settings tab.
2. In Edit mode, press Insert to add an Employee Leave Request Settings record.
3. Select a Leave Request Settings record.
4. Select a Leave Approval Settings record.

   In the Leave request settings record, if Leave unit source = "None", then the Leave approval settings field is disabled.

5. In the Start date field, type the required date or click the calendar icon to select the date from the calendar.

   

   Note: When you select a Start date, you should select a date far enough in the past to allow for the MaxPastDays setting.
   If MaxPastDays = 90, then you need to set the Start date to at least 90 days in the past because the Start date overrides the MaxPastDays setting.
   Consider setting the Start date to at least 30 days greater than the MaxPastDays setting, such as 120 days. You cannot remove records that you have created, so having extra days gives you more flexibility.
   For example, if you created an Employee Leave Request Settings record for Profiled hours with Start date = 01/01/2008 for all employees, but then you wanted to change it to keyed, you could run the Create Leave Request Settings command again with Start date = 02/01/2008. This change will not affect the days that employees can select on the calendar in the past because the dates are outside the MaxPastDays setting of 90 days.

   You cannot enter an End date. When you add a new record, PayGlobal automatically adds an End date value that is one day before the start date of the new record.

6. Save and close the record.

   After you save the Leave Request Settings record, you cannot edit it.

 Multiple records

You can add multiple Leave Request Settings records for an employee.

PayGlobal sorts the Leave Request Settings records by Start date.

When you add a new record:

• the new record's Start date must be later than the Start date of the current record or the following message will appear: You must enter a date that is after the start date of the last record.
• the settings must not be the same as the previous record or the following message will appear: You cannot add these values because the combination of 'Leave request settings' and 'Leave approval settings' already exists. Please choose another combination.
• if the employee has outstanding leave requests, then the following message will appear: This employee has outstanding leave requests. Adding this record may adversely affect these requests. Are you sure you want to continue?

  If the employees Leave unit source changes (for example, from profiled to rostered), then the number of hours or days that the employee works may change. You must check that the employee will be paid for the correct number of units.

  For more information, see Change in Setup.

Deleting records

When you delete a record:

• you can only delete the last record added. If you attempt to delete an earlier record, then the following message will appear: This record cannot be deleted. You can only delete the last record.
• the End date of the most recent record is cleared.
• if the employee has outstanding leave requests, then the following message will appear: This employee has outstanding leave requests. Deleting this record may adversely affect these requests. Are you sure you want to continue?.

  If the employees Leave unit source changes (for example, from profiled to rostered), then the number of hours or days that the employee is entitled to may change. You must check that the employee will be paid for the correct number of units.

Topic: 33312