Creating and maintaining absence requests
Menu paths
- HR à Entries à Absence
- Payroll à Entries à Absence
Introduction
In this screen, you can use create and maintain absence requests. Different types of absence requests can be created for the same person and for the same period of time. For an example, an employee can be on vacation and still be sick at the same time.
You have to select the absence type in order to create an absence request. There are two absence types, which are:
- absence types with the use of absence entitlement (for example, holidays), and
- absence types without the use of absence entitlement (for example, maternity leave).
What version are you using?
The information in this document is based on product update 407.
How do I create absence requests?
- In the Absence card screen, click Absence. The Absence screen will be displayed.
- At Absence type, select the absence type of the request.
- At Person, select the person for whom this request is created.
- Type the reason of absence at Reason.
- Define the duration of the absence at Start date and End date, as well as the start time and end time in the boxes next to these fields.
- Click Save. Once the request is saved, the Absence screen will be closed automatically.
Fields
Absence type
Select the absence type for this request. Absence types can be created at System à HR & Security à Absence types. For more information, see Creating and maintaining absence types.
Person
Type or select the ID of the person for whom the absence request is created.
Cost centre, Job title
This displays the cost center and job title of the person selected.
Manager
This displays the manager whom the person is reporting to.
Reason
Type the reason for the absence request.
Start date
Type or select the start date of the absence request. By default, the current date is defined. In the box next to it, type the start time for this absence request. By default, "00:00" is indicated.
End date
Type or select the start date of the absence request. In the box next to it, type the start time for this absence request. By default, "00:00" is indicated.
Hours
This displays the total number of hours for the absence request, based on the defined start date and time, and end date and time.
Manual entry
Type the hours and days for the absence request.
Note: To enable this, go to System à HR & Security à Absence types. Select an absence type and click Open. In the Absence types screen, clear the Duration in days check box. Next, at the Field section, select Duration and click
Edit. In the Field definitions screen, select the Manual entry check box.
Days
Type the percentage of the absence record. In an example of a person with 8 working hours per day, if a sick request is created for this person for two days (14 - 15 June), and "50%" is defined, the absence card of the person will display 4 hours each on 14 June and 15 June.
Note
Type any related or supporting information here. Click
Timestamp to add your login name, current day and date, and local time to the note.
Attachment
Click
to insert a document to the absence record. The name of the document will then be displayed next to it.
Note: To enable this, go to System à HR & Security à Absence types. Select an absence type and click Open. In the Absence types screen, click
Add. In the Column: List screen, select Document, and then click Save.
Reference
Click
and select the appropriate reference number for the absence record. Reference numbers are generated automatically for every absence record.
Absence request process flow
This section displays an overview of the status of the absence request, the entitlement of leave, leave taken, and leave balance for the person.
Entered
This indicates the date the absence record was created.
Approved
This indicates if the absence record is approved. For more information, see Approving absence entries.
Buttons
Approve
Click this to approve the absence request.
Note: You can click this only when modifying an existing absence request. Absence requests can be manually approved at HR à Entries à Approve absences. When they are approved, the outstanding balance and absences taken in the absence card of the person will be updated immediately. For more information, see Approving absence entries.
Save
Click this to save the absence request.
New
Click this to create another absence request. If the current absence request has not been saved, the "Save changes?" message will be displayed. Click Yes, No, or Cancel.
Close
Click this to exit.
Related documents
Main Category: |
Support Product Know How |
Document Type: |
Support - On-line help |
Category: |
On-line help files |
Security level: |
All - 0 |
Sub category: |
Details |
Document ID: |
06.369.845 |
Assortment: |
Exact Globe+
|
Date: |
26-09-2022 |
Release: |
|
Attachment: |
|
Disclaimer |