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While leave balances can be entered in Time, Time will not decrement the leave balance when leave time codes are charged. Typically, leave balances are brought in through the interface from Human Resources systems that maintain the official leave balance. Once leave is charged, the Human Resources System provides DATABASICS Time with the new official leave balances. OR The Leave Management setup under Time has been be set up and a profile needs to run in order for the balances to calculate. |
To setup employee balances:
- Click on Admin
- Click on Organizations to expand the menu.
- Click on Employee
- Find the employee you want by either
- Entering either their first or last name in the search box at the top next to the magnifying glass and the word Reset.
- Click Enter to retrieve the results
- Entering search criteria in the Advanced Search on the right hand side of the screen.
- Click Apply
- Entering either their first or last name in the search box at the top next to the magnifying glass and the word Reset.
- On the employee .Click on record at the far right hand, click on the Leave Balance link.
- Click the on Add button.
- In the Effective Date field, enter the effective date.
- In the Time Code Group field, choose
- Period Start Date - Enter the start date of the period.
- Time Code Group - Choose the time code group that corresponds with this Leave Balance.
- Starting Balance - Enter the periods starting balance hours.
- Click the Save All button.