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Leave Blocks can be used to create leave requests for all of the company or specific groups of employees in multiples or bulk. Common examples are "Christmas Closedown" "Town or Non-State based Public Holiday" "Company Events" . You can also use this for "blackout" periods where employees are not allowed to request/take leave. By creating a leave block for a black out period this will stop the employee from being able to request leave during that time. |
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- Navigate to Payroll Administration>Leave Management>Leave Block>New or
- Navigate to Setup>Customisation>Record Types>Leave Block>New Record or
- Payroll Administration>Payroll Setup>Record Types>Leave Block>New Record
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- Block List >New
- Complete relevant fields
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- Name: Name of the event or non-state based public holiday
- Start Date: First day of Leave
- End Date: Last day of Leave
- Status: Generally create as "Approved" unless specific Supervisor approval is required.
Leave Type: Select the type of Leave for this Leave Block. Eg. Annual Leave for Xmas
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Info NB: If Leave type is not available in drop down. Go to the Pay Component Sub type and tick the box "Show in Leave Request" Then return to Leave Block and refresh if required. You can also create your own Pay Component Sub Type if the one you require does not exist e.g Leave Blackout.
To do this go to Payroll > Payroll Setup > Pay Component Sub type- Suppress Email: Generally ticked unless Employee notification is required
- Advance Date: If this Leave period is to be paid in advance, enter relevant pay period date for processing.
- Use Employee Filters You can use filters to change the Employee list.
- "Mark All" Employees or only tick those you wish to include in this Leave Block.
- Save to complete. NB: Check any alerts.
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- Once saved you will be redirected to the Leave Block Record.
- Individual Leave Request creation will occur as a scheduled process. Click "Refresh" to check current status.
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- Once complete the information box will disappear and you will see a list of Leave requests by employee.
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- Review individual Leave Requests if required for accuracy and to ensure time records have created.
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- If the Leave block was created incorrectly or is no longer required you can edit the Leave Block record and click the "Delete" button.
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- Read any alerts and click "OK"
- Leave Block Status will change to "Scheduled Delete "
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- Refresh Page to ensure record is deleted.
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- and once page is refreshed the record will be be gone.