Working with Employee Leaves

This tutorial will show you how to schedule HR leaves for your employees. Leaves tracking is useful for accurate record keeping and to prevent employee shortages or overages during the year.

This tutorial has two parts:

Part 1: To Schedule an HR Review for an Employee
Part 2: To Schedule Multiple Leaves for an Employee

Before you begin: - This tutorial assumes that you have added one or more HR Leaves to your HR program via the HR Leaves screen. If you have not yet added a leave record, please view the Add an HR Leave tutorial to learn how to do so before proceeding with this tutorial.

NOTE: Click on the images below to view them at full size

To Schedule an HR Leave for an Employee:

Click on the HR tab and then choose the Employee HR menu to display the various options.

Fig. 01: The Leaves command under the HR tab's Employee menu.

Choose the Employee HR - Leaves menu option. This opens the Employee - Leave screen where you can schedule job leaves for your employees.
Employee Leave Help Screen...
When the Employee Leave screen appears, select the drop-down list immediately to the right of the New button. This displays a list of the employees that are a part of your HR program.

Fig. 02: Select the employee for whom you will schedule a leave.

Select the desired employee's name, and then choose the New button to insert a new leave row in the table.
Move to the Leave cell and then click on the downward arrow to display a list of leaves that have been defined for your company.

No Available Leaves? If you do not see any leaves in this drop-down list, it is because none have yet been added in the HR Leaves screen (accessible from the Employer HR - Leaves menu command). Refer to the Create an HR Leave tutorial for further details.

Example: In Fig. 03 below, we see a number of available leaves that can be assigned to the current employee. These leaves were added earlier in the Create an HR Leave tutorial.

Fig. 03: The Leaves cell shows the available leaves that can be scheduled for the current employee.

Click on the leave type that you wish to assign. This closes the drop-down menu and displays your selection in the Leave cell.
Move to the Type cell and enter text that indicates the leave's classification or category. This cell is optional, but can be useful if you wish to categorize the leave based on your company's existing classification structure.
Move to the Required Date cell and use the Calendar icon to define the date on which the leave will begin.
If you are recording an historical leave (one that has already been taken), then move to the Completion Date cell and use the Calendar icon to define the date on which the incident was resolved. If the leave has not yet been taken, you can leave this cell blank.
Click on the downward arrow in the Status cell, and then choose an option to designate the employee's current status for the leave (Required or Completed). When you make your choice, the drop-down menu closes and displays your selection in the cell.
Move to the Details cell and click on the Enter hyperlink. This opens a window that allows you to enter detailed information about the leave.
Enter the leave type's details as needed. You can use the formatting bar to change the font size, color, etc. You can also paste content into the window from another program or document (e.g. word processor, spreadsheet, web page).
Example: In Fig. 04 below, we have entered an template form that can be filled in each time an employee requests a work leave.

Fig. 04: The completed Details window.

When the leave details are complete, choose the Save button to close the pop-up window. This returns you to the main screen where the cell's original hyperlink has been replaced with the word "Edit" to indicate that you can perform further changes to the details when needed.
Select the Documents button to open a window where you can attach documents and files that pertain to the current work leave. This can include PDFs, word processing documents, spreadsheets and images.

Fig. 05: The Documents window.

When the Documents window appears, select the "+" (plus sign) icon to display the Open dialog box, and then use this window to navigate to the location of the document(s) that you wish to add.
Example: In our example below, we see several documents that relate to the employee's current and historical leaves.

Fig. 06: Choose one or more documents to be added to this work leave.
Select one or more documents as needed, and then choose the Open button. This adds the selected document(s) to the eNETEmployer Documents window.

Fig. 07: We have chosen three supporting documents for this work leave.
Select the Close button to exit the Documents window.
When your details are complete, choose the Save icon (the Check Mark icon at the left side of the row) to accept your changes. This action saves the changes for the row and takes you out of Edit Mode.
Repeat the preceding steps to schedule additional employee leaves as needed.
Example: In Fig. 08 below, we have assigned work leaves to three of our sample employees. Some are upcoming and some are completed.

Fig. 08: Three completed leaves - one for each employee.

Save the changes to each row when you are complete.

To Schedule Multiple Leaves for an Employee

If you wish to schedule multiple leaves for your employees, you can do so easily.

In the Employee - Leave screen, select the drop-down list immediately to the right of the New button to display the list of employees.
Select the name of the person to whom a second leave will be scheduled, and then choose the New button. This inserts a sub row under the selected employee's existing leave row.

Fig. 09: A second leave sub row has been added to an employee.

Move to the Leave cell for the new sub row, and choose a new leave type to schedule the work leave for the employee.
Move through the various cells and apply the settings needed to schedule the leave.
Example: In Fig. 10 below, we see a completed leave and one that is scheduled to occur a few months later.

Fig. 10: An employee is shown with two leaves - one completed and one scheduled.
Save the changes to the row when you are complete.

This completes the tutorial on scheduling employee leaves.

See Also: