Admin Administrators can assign leave Time Code Group balances to employees. Also, balances can be assigned in the Time section of Admin Utilities. Before balances can be assigned to employees, both Time Code Groups and Time Codes must be created (see below). Clients choosing not to employ Time Codes will not be able to use the Balance functionality.
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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:
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- 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
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- 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.
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different Leave Methods to users. Leave Management Method needs to be created prior to being able to assign it to a user.
For the instructions on how to set up the Leave Management method visit the Leave Management section of the admin guides.
In addition, the tabs for Leave method assignment can be enabled from Security → Role Manager section for the admin guide.
To enable the access to Leave related tabs on Employee profile follow the instructions below:
- From the Admin menu expand Security → Role Manager links
- Select a role that should have access to employee leave tabs
- Click Accesses tab
- Click the add button
to add a new option in the list. The Access Select window will pop up - Select the following options from the list:
- Employee Leave Balance
- Organization Employee Leave Bank
- Organization Employee Pause Accrual
- Click OK to insert the selected security access rights into the role