IEM - Resource Management
Leave Management
Leave Management is used to show per Resource and per Year the outstanding leave allowance. Yearly a leave agreement is assigned to a resource. One of the work types is marked to consume leave. Periodically the Leave Journal is run to retrieve the time lines for the work type marked leave. After review these entries are posted as leave entries and can be visualized in the Leave Overviews. At the end of a year the leave agreement is closed and the outstanding balance can be carried to the next year as per the settings in Resource Management Setup.
| To | See |
|---|---|
| With Leave Agreements you assign a yearly leave allowance to resources. Besides the basic allowance, special allowances like Age and Loyalty are possible. | Leave Agreements |
| The Leave Journal retrieves posted time lines for the worktype marked as Leave. The retrieved entries can be reviewed in the journal before being posted as Leave Entries to become visible in the Leave Overviews. | Leave Journals |
| The Leave Overview shows the leave balance per resource. Controlled by a status the leave overview can be closed at year-end and after approval copied to an overview for the next year | Leave Overviews |
| In Absence Reporting you can register the absence (sick) or planned absence (time-off, holiday) for a resource | Absence Reporting |