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 | Configure Easy Employer to Display Balances
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
- Click Reports.
- 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
- Click Leave on My Easy Employer navigation bar.
- Entitlement balances are displayed under My entitlements.
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.
- Click Leave on My Easy Employer navigation bar.
Click Create leave request for me.
The New 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.
- Click Leave on the navigation bar.
- Select Manage leave.
- Click Create leave request for a specific user.
- Select the user.
The New 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.
- Click the leave request for the user.
- The View leave request dialogue will be displayed. Approve or Decline the request.
- Once approved/declined, select the Communication method and click Submit.
7) Payroll report
The payroll report now shows entitlement balances.
- Click Reports on the navigation bar.
- Click Payroll report.
- Select the period, the payroll entity and click Launch report.
- The payroll report will be displayed.
- Any users that have taken leave during the period will display the following:
- If the user does not have suitable leave accrued, you can limit paid leave by clicking .
- Click here to restrict paid leave.
- The system will adjust the paid leave shift to match the users available entitlement accrual.
- The system will create unpaid leave for the rest of the request.
- To view the users entitlement balance.
- Click View entitlement balances to view this user's entitlement balance. The entitlement dialogue is displayed:
- Click View entitlement balances to view this user's entitlement balance. The entitlement dialogue is displayed: