Entitlements | View Balances

1) Overview
2) Entitlements report
3) User leave page
4) Create leave requests as a user
5) Create leave requests for a user as a manager
6) Approve / decline users' leave requests
7) Payroll report

 

---

🔍 RELATED ARTICLES

Entitlements | Display Balances in Easy Employer

---

 

1) Overview

Leave entitlements are owed to full and part time employees as part of their employment agreement. Various types of leave exist therefore all types of leave do not apply to every industry.

Types of leave will need to be managed within every organisation. Easy Employer can assist users to better manage and track leave entitlements.

 

2) Entitlements report

1. Click Reports.
   
2. Click Entitlements report.
   
   The entitlement report will be displayed showing all user you have access to:
   

 

3) User leave page

Users can view their entitlement balances through the leave page

1. Under My Easy Employer, click Leave.
   
2. Entitlement balances are displayed under the My entitlements section.
   

 

4) Create leave requests as a user

Users will be shown their entitlement balance at the bottom of the leave screen or when they create a leave request.

1. Under My Easy Employer, click Leave.
   
2. Click Create leave request for me.
   
3. The Create leave request dialogue will be displayed and the entitlement balances will be shown:
   

 

5) Create leave requests for a user as a manager

Managers will be shown users entitlement balances when creating a leave request for a user.

1. Click Leave.
   
2. Select Manage leave.
   
3. Click Create leave request for a specific user.
   
4. Select the user.
   
   The Create leave request dialogue will be displayed and the entitlement balances will be shown:
   

 

6) Approve / decline users' leave requests

Managers will be shown users entitlement balances when approving a leave request for a user.

1. Click the leave request for the user.
2. The View leave request dialogue will be displayed. Approve or Decline the request.
   
3. Once approved/declined, select the Communication method and click Submit.
   

 

7) Payroll report

The payroll report also shows entitlement balances.

1. Click Reports.
   
2. Click Payroll report.
   
3. Select the period, the payroll entity and click Launch report.
   
4. The top section under the user's name has a View entitlement balances link.
   
5. Users that have taken leave during the period display the leave highlighted:
   
6. If the user does not have suitable leave accrued, you can limit paid leave on the Warnings section, by selecting either of the available options:
   
   • restrict paid leave:
     • The system automatically adjusts the paid leave shift to match the users available entitlement accrual and creates unpaid leave for the rest of the request (timesheets are automatically adjusted).
   • reassign leave hours:
     • Gives you the option to select how to reassign the leave (unpaid / another type):