How To : Create and Process Leave Overview
Use the Leave Overview page to view and process leave entries.
Creating Leave Entries
- In the Search box, type Leave Overview List.
- Select Leave Overview List to open the list of available leave overviews.
- Select New to create a new leave overview or Edit to modify the selected overview, in both cases the Leave Overview Card will open.
- Typically, you must fill fields in the following table.
| Field | Description |
|---|---|
| General tab | Header information for the Leave Overview |
| No. | Each Leave Overview has a unique number as per the Leave Overview number series as set in the Resource Management setup |
| Resource No. | Select the resource for which the overview is displayed. |
| Year | Specify the year for which the leave overview is displayed. |
| Status | The field contains the current status the leave overview. |
| Period Start and - End | Starting and ending date for the leave overview period |
| Year Balance Hrs / - Days | Shows the total outstanding balance in resp Hours and Days |
| Transfer to Next Year Hrs / - Days | When closing the Leave overview the Transfer quantities will be shown in resp Hours and Days |
| Pay Out Hrs / - Days | When closing the Leave overview the Transfer quantities will be shown in resp Hours and Days |
| Lines tab | The Lines show the detailed entries of the Leave Overview |
| Posting Date / Week Nr. | The date and week number of the entry |
| Description | Description of the entry |
| Quantity Hrs / - Days | Quantity in + or - to add or deduct from the leave balance in resp. Hours and Days |
Processing the Leave overview is controlled through status codes
- Release Initializes the Leave Overview: leave entries are created as well as the balance of last year as per the leave setup.
- Reopen The leave entries as created by the initialisation are rolled back, when reopened from the Closed state also the closing leave entry is rolled back.
- To Approve The number of hours for the next year is calculated based on the leave agreement
- Approve The next year fields are "closed" and the Leave Overview is ready for Closing
- Close A closing leave entry is created for the remaining balance to make sure that the balance of the closed year is set to 0.