Steps to Add a LeaveFollow the steps below to set up and track leaves for your employees in Payroll.
Step 1: Define Leaves
Define each type of leave to track, such as sick leave, personal leave, and vacation, in the Leave File.
Step 2: Define Pay Codes for Leaves
Define at least one pay code for each leave that should be tracked separately, such as a sick leave pay code, personal leave pay code, and vacation leave pay code.
Note: A pay code for the leave may have already been created in Step 1 if the Create Pay Code field was selected when adding the new leave; if so, verify the new pay code at this time and complete the necessary fields, such as the cross references.
Tip: There can be two or more pay codes tied to the same leave. For example, both the family illness and personal illness pay codes can be tied to sick leave.
Step 3: Add Leaves to Employees
Add the leaves and enter the starting balances (as of the point you are tracking the leaves on the system) to the applicable employees in the Employee File.
Steps to Complete the Leaves Screen in the Employee File
Step 4: Enter Absences
Enter the absence entries for each payroll by using either the Employee Absences option or the Pay Period Entries option. The Employee Absences option allows more detail information of the absence to be recorded, including who subbed for the employee, and more detailed reports to be generated.
Steps to Enter Employee Absences
Steps to Enter Pay Period Entries
Tip: If the Employee Absences option will be used and absence entries will be processed in a different Payroll check cycle than the entries to pay the substitutes (who filled in for the employees who were absent), create two batches of employee absences, with the first batch containing only the absence entries and the second batch containing only the substitute entries.