Pay run: Leave requests

Overview

This feature allows you to add additional leave requests for an employee during the pay run. You can also use this feature to delete previously applied employees taken leave lines.

A pay run needs creating first, before you can add or remove an employee's taken leave lines. For details on how to create a pay run, refer to the following article.

Availability

Payroll Plan:   Standard   Premium

Getting started

Applying a leave request
  1. Click the Pay Run menu.
  2. Click on a pay run that needs a leave request applied.
    Leave_1.jpg
  3. Click on the Leave Requests tab.
  4. Click the Apply button.
    Leave_2.jpg
  5. Complete the following fields:
    • From date.
    • To date.
    • Units.
  6. Click the Apply Leave button.
    Leave_3.jpg
Manually applying a leave request
  1. Click the Pay Run menu.
  2. Click on a pay run that needs a leave request applied.
    Leave_1.jpg
  3. Click on the Leave Requests tab.
  4. Click the Mark as Applied Manually button.
    Leave_10.jpg
Bulk applying leave requests
  1. Click the Pay Run menu.
  2. Click on a pay run that needs leave requests applied in bulk.
    Leave_1.jpg
  3. Click on the Leave Requests tab.
  4. Click the Bulk Apply button.
    Leave_11.jpg
  5. Complete the following fields:
    • Employee selection tick box.
    • First day.
    • Last day.
    • Units to apply.
  6. Click the Apply Leave button.
    Leave_4.jpg

Mantain

Deleting a leave request
  1. Click the Pay Run menu.
  2. Click on the pay run that needs an employee taken leave line removed.
    Leave_9.jpg
  3. Click on the employee's name who needs an employee taken leave line removed.
    Leave_6.jpg
  4. Click the Delete button next to the leave that requires removal.
    Leave_8.jpg
  5. Click the Delete button.
    Leave_7.jpg
Removing a manually applied leave request
  1. Click the Pay Run menu.
  2. Click on a pay run that needs a manually applied leave request removed.
    Leave_1.jpg
  3. Click on the Leave Requests tab.
  4. Click the Undo button.
    Leave_5.jpg

Watch the training video

leave_requests.png

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