Purpose:
Leave Blocks can be used to create leave requests for all or groups of employees in multiples or bulk. Common examples are "Christmas Closedown" "Town or Non-State based Public Holiday" "Company Events"
New Leave Block:
- 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
- Complete relevant fields
-
- 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 closedown. 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.
- 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 filters to change Employee list.
- "Mark All" Employees or tick those you wish to include in this Leave Block.
- Save to complete. NB: Check any alerts.
Scheduled Creation:
- 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.
- Once complete the information box will disappear and you will see a list of Leave requests by employee.
- Review individual Leave Requests if required for accuracy and to ensure time records have created.
Delete:
- If Leave block was created incorrectly or is no longer required you can edit Leave Block record and click the "Delete" button.
- Read any alerts and click "OK"
- Leave Block Status will change to "Scheduled Delete"
- Refresh Page to ensure record is deleted.