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EmpXtrack Leave Module: An Introduction
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EmpXtrack Leave Module: An Introduction

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This presentation helps you in learning about the EmpXtrack Leave Module. We login as 3 different employees to help demonstrate the leave process and then help configure the holiday calendar, weekends …

This presentation helps you in learning about the EmpXtrack Leave Module. We login as 3 different employees to help demonstrate the leave process and then help configure the holiday calendar, weekends and setup a new leave type.

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  • 1. An Introduction Leave Module
  • 2. Copyright 2013 | Saigun Technologies Pvt. Ltd. 2 This presentation allows you to: a. Apply for Leave as an Employee, Approve it as a Manager and Accept it as an HR Manager. b. View leave records for all the department employees as a Head of the Department (HOD). c. Configure Leave Module. Leave Functionality
  • 3. Copyright 2013 | Saigun Technologies Pvt. Ltd. 3 Note: We would be trying most of the functionality with 4 employees circled below. They are available in the demo. a) Janet Leverling – the employee b) John Steel – Janet’s Manager c) Terri Osborn – the HR Manager d) Susan Jones – the Head of Department To Login as an Employee, roll on the mouse to the employee and click on the Login button (as shown in the image below) Users to Test the Functionality
  • 4. Copyright 2013 | Saigun Technologies Pvt. Ltd. 4 To apply for leave as an employee, you need to: 1. Log in as Janet Leverling 2. Go to My profile>>My leave. The page displays all the leave types applicable to you. Each leave type displays the leave credited and the leave balance for that leave type. 3. Click Apply to apply leave for that leave type (click on Apply for Casual Leave). 4. Input the leave details on the pop-up page and submit by clicking on Apply. 5. Log out. Apply for Leave as an Employee Leave Balance
  • 5. Copyright 2013 | Saigun Technologies Pvt. Ltd. Approve Leave as Manager To approve leave as a manager, you need to: 1. Log in as John Steel 2. Click on the View button of Leave message from Janet 3. Click Submit to approve the leave, Reject to reject the leave and click Send back to employee to send the leave request back to employee for some correction, as required. 4. If you have approved the leave request it will be sent to HR Manager. Note: The Leave Approval process appears at the top of Leave Requests page and can be changed for each leave type 5. Log out after approving leave. 5
  • 6. Copyright 2013 | Saigun Technologies Pvt. Ltd. Accept Leave/Update Leave Records as HR Manager To accept leave request and update leave records as HR Manager, you need to: 1. Log in as Terri. 2. Click on the View button on the Leave message from Janet’s manager John Steel. 3. Click Accept to accept the leave request, Reject to reject the leave request, Send back to employee to send the leave back to employee and Send back to manager to send the leave back to Manager for reconsideration. 4. Click Add note link to add a note. If you have accepted the leave, the leave will be successfully accepted and leave records will be updated. 6
  • 7. Copyright 2013 | Saigun Technologies Pvt. Ltd. 7 To view leave records as an HOD, you need to: 1. Log in as Susan Jones. 2. Go to Manage >> Leave. 3. Select HOD HR Department from Current role dropdown. You can now see all the employees in the department with their leave status for the current week. You can filter the employees on the basis of groups that you have created or on the basis of employee name. You can view leave balance for employees and leave transactions by clicking on their respective tabs. View Leave Records as HOD
  • 8. Copyright 2013 | Saigun Technologies Pvt. Ltd. 8 You can configure Leave Types, Holidays and Weekends in Leave module. To configure Weekends in leave module, you need to: 1. Log in as HR Manager 2. Go to Settings >> Employee self services >> Leave >>Setup weekends and holiday calendar. The page displays weekdays with a Mark as weekend checkbox. 3. Click on the checkbox for a weekday to configure that day as off always. 4. Click modify icon for a weekday to set only specific days of that weekday off. Configure Leave Module - Weekend
  • 9. Copyright 2013 | Saigun Technologies Pvt. Ltd. Configure Holidays in Leave Module To configure Holidays in leave module, you need to: 1. Log in as Terri Osborn to configure Leave module as HR Manager. 2. Go to Settings>>Employee self services >> Leave >> Setup weekends and holiday calendar. The page displays weekdays and allows you to add a holiday. 3. Click Add Holiday button. 4. Provide holiday details on Set holiday window that appears and click Save. The Holiday is successfully added. 9
  • 10. Copyright 2013 | Saigun Technologies Pvt. Ltd. 10 To configure Leave Types in leave module, you need to: 1. Log in as HR Manager 2. Go to Settings >> Employee self services >> Leave >> Setup leave types. 3. Click Add leave type button to add a new leave type or click the action icon for a leave type and then select Edit to modify that leave type. Continued….. Configure Leave Types
  • 11. Copyright 2013 | Saigun Technologies Pvt. Ltd. 11 4. Add/ Edit the leave details on the Edit leave type or Add leave type page that appears. Continued…. Configure Leave Types Approval process for different roles
  • 12. Copyright 2013 | Saigun Technologies Pvt. Ltd. 12 5. Set leave rules according to your requirements in the Leave rules section. 6. Set Leave Credit and Leave Lapse rules in the Leave credit rules section 7. Click on Save. Your leave type is successfully configured. Configure Leave Types
  • 13. For a demo or more information please contact Copyright 2013 | Saigun Technologies Pvt. Ltd. 13