How to get to this page: Configurations tab
> Settings > Schedule and Leave Request Settings
Activate Schedule Rotation: Select this option to allow schedule rotations
to be used.
Activate
Schedule Swap:
Select this option to allow supervisors to exchange
scheduled days among employees.
Activate
Schedule Copy:
Select this option to allow supervisors to copy
a schedule from one pay period to another.
Activate
Alternative Master/Rotation Schedule:
Select this option to activate
an alternative schedule option on the user profile. This option enables
a second schedule to be assigned to the profile; for each scheduled workday
the system determines which schedule the employee is working that day.
(Note:
Functionality
for this feature has been scheduled for future implementation.)
Activate
Break Minutes: Select this option to allow break minutes to be
specified on an employee's schedule.
Activate
Schedule Positions: Select this option to allow Positions to be
assigned to an employee's schedule.
Activate
Day Pointers: Select this option to activate fields on the employee
schedule; the fields display the day of the week that the employee is
arriving and departing.
Allow Auto
Transfer: Select this option to have the ability to auto-transfer
employee hours from a schedule. This selection activates the Auto Transfer
options (i.e., As Punch, As Misc Pay) listed
under Pay Groups>Miscellaneous.
Activate Schedule Jobs: Select this option to allow Jobs to be
assigned to an employee's schedule.
Allow Auto
Transfer on Position and Job: Select this option to have the ability to auto-transfer
employee hours from a schedule based on their scheduled position and job.
Activate
Departmental Scheduling: Select
this option to allow supervisors to create schedules for a group of employees
simultaneously instead of one at a time. To use this feature, you must
also select a hierarchy level from the Schedule/Budget
Level drop-down list. This list
contains the hierarchy levels defined by your organization (e.g., Company,
Location, Division, Department, etc.). Supervisors is able to create
schedules for all of the employees within the level you select.
Activate
Schedule Budgeting: Select this option to display budget information
on the Schedule by Department
page. You can change the "Budget" label if your organization
uses a different term (e.g. Forecast) by typing the term in the Budget Field Label box (up to ten alphanumeric
characters).
Maximum
Schedule Segments: Select the number of start and end time pairs
an employee can be scheduled per day (up to four).
Week Start Day: Select the day
on which the week starts. Note:
If the configuration Preferences/Use Week Begin Date is set to Yes
the day selected here is used for the start day of the calendar for
all popup calendars.
Activate
Leave Request: Select this option to activate the Leave Request
feature, which allows your organization to process electronic (paperless)
requests for time off.
Activate Leave Request Email:
Select this option to enable e-mail notification. Supervisors will receive
e-mail notification of employee requests and employees will receive e-mail
notification of the supervisor's decision. Note that SMTP must be set
up on your server to use this feature. Please contact your system
administrator.
Note:
If e-mail notifications is used, the following must first be done:
- The
full e-mail address of each employee must be entered on their Profile
page (Personnel tab).
- The
full e-mail address of each supervisor must be entered on the General
tab of the User Manager page (i.e., Configurations/Administration).
- The
Use Supervisor option must be
selected on the Time and Attendance
tab of the System Settings page.
- Select
the employee's Supervisor from the Supervisor
drop down box on the Profile page
(General tab).
Email can sometimes become
blocked by some mail servers due to the incoming mail being flagged as
spoofed. Now, for Leave Request emails, administrators
may specify the 'from' address so that it can be configured to be sent
from the actual origin. Customarily, the mail address specified in employee/or
user was used as both the 'from' and 'to' address.
The Activate Leave Request
Email field provides the following options:
- Originator:
this is the employee or supervisor whose action caused the email to be
sent,
- Configured
email address: allows for entry of a full email address.
CC
Email Addresses for Leave Request Approval: This field is triggered
from the Activate Leave Request Emails
field. This option allows the user to send an email to another party when
a leave request is approved. When checked, clicking on the Select Recipients
box will display an option to add/edit/delete from the list of email addresses
or you may add new Email addresses. After
entering CC Email Addresses for Leave Request Approval, click on OK on
the Add E-mail id dialog and OK again on the Select E-mail recipients
dialog. Next. you must save the transaction by selecting Save from the
Menu bar.
Activate
Accrual Balance Expiration Date Display: Selecting this option
enables the expiration dates associated with the accrual balances to be
displayed.
Activate
"To be Paid" Field Display:
Selecting this option will
display the "To Be Paid" field when the supervisor views the
Selected Employee Leave Request page.
Allow "To
be Paid" Edits: Selecting this option will allow supervisors
to edit the "To Be Paid" field on the Selected Employee Leave
Request page. If you select this option, you must also select the "Allow
"To be Paid" Field Display" option.
Leave Request Payment Dates:
This setting has four options. The option selected here is the default
setting, but supervisors can change this setting for each leave request
if the "Allow "To be Paid" Edits" option (above) is
selected.
None:
Employees will not be paid for leave time, but their schedule will reflect
the leave information.
Time Off
Date: Employees is paid for leave time on the date the leave
is taken.
Starting
Date of Pay Period: Employees is paid for leave time on the
first day of the designated pay period.
Ending
Date of Pay Period: Employees is paid for leave time on the
last day of the designated pay period.
Suppress
employee's seniority date on the week tab: Select this option to
prevent the employee's Seniority Date
from being displayed on the Leave Request Week view.
Minimum Minutes: Enter the minimum number of minutes for a
single leave request. This is the minimum increment of time the employee
can take. For example, the employee may be required to use their leave
in 15-minute increments; in this example the Minimum Minutes is set to
15. If set to 1 you may select individual minute increments (i.e.,
1-59) when requesting a new leave request.
Leave Request Default
Settings: These settings control the default values when an employee creates a leave request entry. The default values is pre-populated for new leave request entries, and can be modified by the employee before submitted.
Fixed Hours: Enable this option and select the hours and minutes to set the default duration for new leave requests.
Obtain default hours from the employee schedule: Enable this
option to default the leave request duration based on the employee schedule. The following rules apply when this option is enabled.
- If the employee
has a Master Schedule Template assigned, the number of
hours per day are obtained from the Master Schedule for each day of the
date range that is scheduled.
- If the employee
has a Rotation Schedule Template assigned, the system will
determine which Master Template applies to each day of the leave request
date range and obtain the hours per scheduled day accordingly.
- If the employee requests leave for an unscheduled day, the system uses the Fixed Hours setting, if configured, or does not enter a default duration.