Restricting Leave Requests - when no leave balance
This setting will allow you to stop Leave Approvers and Employees submitting a leave request when the employee does not have a balance available for either Sick Leave or Lieu Leave. At the time the leave request is created, the balance will be calculated as:
Current leave balance
less any approved leave not paid
less any pending (not approved) leave
If this balance is less than the amount being requested, an error will be generated advising that they do not have enough leave to submit the request and they should contact their employer. The leave request is not saved. Should you still wish to process leave that will result in a negative balance, this can be entered directly into the open payroll.
Leave Types
Sick
Sick Leave becomes available from a leave anniversary. Your sick leave entitlement rules will decide when a person is going to receive their next entitlement of sick leave days. Future anniversaries are not taken account into calculations until they are actively run through a payroll. Negative balances of SICK - Sick leave balances are NOT automatically deducted from final pays.
Lieu
Lieu leave is generally used for people working extra time. Amending the balances for Lieu leave can be achieved by adding and approving a leave request for Credit for Overtime in Lieu or adding the credit in the Timesheet entry. It is important to create the credit for this leave, especially if you select the option to stop leave requests. If this leave has been used before a credit was applied, the person will have a negative balance. Negative balances of LIEU - Lieu leave are deducted from final pays.
Enable this Setting
1. Paymaster user will be the only user that can complete this
2. Go to Setup > Organisation > Defaults > Leave Request Preferences
3. Select appropriate leave type
4. Sick - Sick Leave and / or
5. LIEU - Leave in Lieu of Overtime
6. Scroll to the bottom of the page to Save
Adding Leave to the Timesheet Entry
If you decide that a employee can take the leaves. You will not be able to add a leave request if the feature has been enabled, so you can record the leave directly into the payroll.
1. Once you have your payroll open, go to Payroll > 2. Enter
2. Click on the employees name
3. Enter the number of leave hours into the Qty box
4. Select Leave type in the Description drop down
5. Click on +Add
6. In the next screen, enter a Reason if required
7. Add From Date
8. Add To Date
9. Tick Reduce Ordinary Time if person has standard hours on their timesheet that needs to be reduced.
10. Save
11. Review the timesheet entry
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