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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 and setup a new leave type.

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Empxtrack Leave Module: An Introduction

  1. 1. Copyright 2017| Saigun Technologies Pvt. Ltd. Empxtrack Leave Management Module:
  2. 2. 09/08/2017 2Copyright 2017| Saigun Technologies Pvt. Ltd. Users and Functionalities 1. Apply for leave and respond to leave requests. 2. View leave records of all employees. 3. View leave trends across the organization. 4. Setup leave rules as per requirements. a) Janet Leverling – the employee b) John Steel – Janet’s Manager c) Terri Osborn – the HR Manager d) Susan Jones –Director HR We will explore the functionalities considering 4 levels of employees This presentation will help you understand the different functionalities of Empxtrack Leave Management module:
  3. 3. 09/08/2017 3Copyright 2017| Saigun Technologies Pvt. Ltd. Apply for Leave as an Employee To apply for leave: 1. Log in as Janet Leverling. 2. Go to My Profile>>My Leave. 3. Click Apply to apply for Casual Leave. 4. Input all the leave details and submit by clicking on Apply. The page displays all the applicable leave types, leave balances, status of leave applications & the dashboard showing leave records for a specific period.
  4. 4. 09/08/2017 4Copyright 2017| Saigun Technologies Pvt. Ltd. Approve Leave as Manager To approve leave: 1. Log in as John Steel. 2. Go to My Messages and click on the View button of Leave message from Janet. 3. Click Submit to approve the leave, Reject to reject the leave, and Send back to employee to send the leave request back to the employee for some correction, if required. 4. If a manager submits the leave request, it goes to the HR Manager for approval. Note: The Leave Approval process appears at the top of Leave Requests page and can be changed for each leave type.
  5. 5. 09/08/2017 5Copyright 2017| Saigun Technologies Pvt. Ltd. Accept Leave and Update Leave Records as HR Manager To accept leave request and update leave records: 1. Log in as Terri Osborn. 2. Click on the View button on the Leave message from 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 a leave is accepted, it will be updated in the leave records.
  6. 6. 09/08/2017 6Copyright 2017| Saigun Technologies Pvt. Ltd. View Leave Records as Director HR To view leave records: 1. Log in as Susan Jones (Director HR). 2. Go to Manage>>Manager Service >>Leave. 3. Go to Setup roles and filters and select HOD HR Department from Current role dropdown. View all 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.
  7. 7. 09/08/2017 7Copyright 2017| Saigun Technologies Pvt. Ltd. Configure Weekly Off Configure Leave Types, Holidays and Weekly offs in just a few clicks. To configure Weekends in leave module: 1. Log in as HR Manager. 2. Go to Settings>>Employee self services>>Leave>>Setup weekends and holiday calendar. 3. Click Add weekend button to configure weekends as per your specific needs. 4. Select day(s) for weekly off from the Select weekend dropdown. Click on the checkboxesto define frequency of the weekly off, specify the applicable group of employees and mention other details. 5. Click Save. The weekly off is successfully added.
  8. 8. 09/08/2017 8Copyright 2017| Saigun Technologies Pvt. Ltd. Configure Holidays 6. Click Add Holiday button. 7. Provide holiday details on Set holiday window that appears and click Save. A Holiday is successfully added.
  9. 9. 09/08/2017 9Copyright 2017| Saigun Technologies Pvt. Ltd. Configure Leave Types To configure Leave Types: 1. Log in as HR Manager. 2. Go to Settings>>Employee self services>>Leave>>Setup leave types. 3. Click Edit button to modify a leave type. You can also Disable any leave type.
  10. 10. 09/08/2017 10Copyright 2017| Saigun Technologies Pvt. Ltd. Configure Leave Types 4. Click Add leave type button to add a new leave type on the page that appears.
  11. 11. 09/08/2017 11Copyright 2017| Saigun Technologies Pvt. Ltd. Configure Leave Types 5.Set leave rules according to the requirements in the LEAVE RULES section. 6. Set Leave Credit and Leave Lapse rules in the LEAVE CREDIT RULES section. 7. Click Save. A leave type is successfully configured.
  12. 12. Copyright 2017| Saigun Technologies Pvt. Ltd. For a free demo or more information, please connect with us. Thank you Empxtrack Team Phone: +1-888-840-2682

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