Managing Employee Future Leave - Leave Periods Function
Note: If you are using Crystal Timesheets, then this option would not be used for entering data. Instead employees can enter their own "Leave Requests".
To enter leave to be taken in the future, from home, navigate over to "Process a Pay", and then "Time & Income". Select the employee from the left-hand side.
Ensure that you have selected the correct employee. Select "Add". Select the type of leave you are entering to be taken. In "Leave from" and "until", enter the dates the employee will be absent. The date range can span multiple pay periods in which case the leave will be allocated to the appropriate period when it rolls overs. If you wish to pay all leave owing in one pay period, enable "Pay all leave in this period." This option will only work for paid leave types. Select "Save". These entries may take some time to load.
To view what leave has been entered for future periods, from home, navigate over to "Report Centre", "Company Analysis", and then "Future Leave Analysis".
In the reports options menu you can select the level of detail you are looking for as follows:
For up to: Using this dropdown menu you can choose to report on all future periods or up to and including any number of months.
Leave Type: Use this drop down menu to select all leave types or a specific leave typce.
Employee: Use this drop down menu to select all employees or a specific employee.
Group by: Choose how the data will be grouped on the report ie:
Date: This will give you a list of future leave in date order based on the first date in the leave period.
Leave Type: This will give you a list sorted and grouped by leave type and then in date order by type.
Employee: This will sort and group the data by Employee, then grouped by type and date