How To : Create Leave Agreements
Use the Leave Agreement page to create leave agreement templates which can be linked to Resources.
Creating Leave Agreement
- In the Search box, type Leave Agreement.
- Select Leave Agreement to open the list of available leave agreements.
- Select New to create a new leave agreement or Edit to modify the selected entry. In both cases the Leave Agrement card opens
- Typically, you must fill the following fields:
| Field |
Description |
| General |
Identify - and manage the state of the Leave Agreement. |
| Code and Description |
Type a code and description for the Leave Agreement. |
| Status |
The Status is either Released or Open. The agreement can only be edited in the Open state and only Released Leave Agreements will be selected in Leave Overviews |
| Lines |
Specify the Leave Agreement details per Type |
| Type |
Nr. of Years from |
Quantity (Hrs.) |
Quantity (Days) |
Description |
| Holiday |
NA |
Type the nr. of Hrs. |
or Days |
Type a description |
| Age |
Type starting age |
Type the nr. of Hrs. |
or Days |
Type a description |
| Working Years |
Type nr. of years of employment |
Type the nr. of Hrs. |
or Days |
Type a description |
| Scheduled |
NA |
Type the nr. of Hrs. |
or Days |
Type a description |
| Special Leave |
NA |
Type the nr. of Hrs. |
or Days |
Type a description |
- When complete set the status of the Leave Agreement to Released
Notes
- In the lines, typing the number of hrs. will calculate the nr. of days and vv.
- To properly calculate the Age leave allowance the Birth Date must be specified on the Resource Card, tab: Personal Data.
- To properly calculate the Working Years leave allowance the Employment Date must be specified on the Resource Card, tab: Personal Data.
- Scheduled leave means mandatory time off as set by the company.
Return to Leave Management
