Schedule and Leave Request Settings 

How to get to this page: Configurations tab > Settings > Schedule and Leave Request Settings

Schedule tab

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.

Leave Request tab

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:

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:

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.