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  • Timesheet Job, Timesheet Activity, Timesheet Time Code, Timesheet Work Centre should default from the Leave type selection, but can be edited if needed or if no defaults are set. This will be used for the Timesheet transactions.

  • Leave Requested Date is a non-editable field with the date the request was created.

  • Leave Start Date is the first day of the leave.

  • Leave End Date is the last day of the leave.

  • Returning Date is calculated by the system and is the day the employee is back at work. Displays the first day after the Leave End Date which is not a weekend or Statutory Holiday.

  • Total Days is the total days, hours for the leave reequest and is calculated by the system. If the leave is for less than a day, a number of hours or minutes can be entered (example for a 4 hours leave request: 00d 04h 30m). The use of minutes is not common. It is mostly applicable for cases where employees work for 9 hours a day, and need to request half day leave (04h 30m). When using minutes, the fractions must be the same as what it is allowed in Timeshete entry. For example, if an hour has 4 Time Units, in Timesheets the smallest fraction allowed is 15 minutes (which is entered as 0.25). In the Leave Request, not less than 15mins can be requested.

  • Leave Balance, if actively managed in Workbench, will reflect the remaining leave hours for this leave type. Typically leave balances are managed on the Payroll system, and leave requests are exported from Workbench timesheets to the Payroll systems.
    if 'Leave Balance' is to be displayed:

    • it should be loaded into the 'LeaveBalance' Table. Fields are PersonID, LeaveTypeID, LeaveBalanceDate, LeaveBalanceHours.

    • or, integrations with MYOB AccountRight Payroll and MYOB Advanced do update the Leave balances by type and employee back in Workbench.

  • Messages and File Attachments tab, are optional. 

    • Messages: Once you have requested your leave, you can send comments to your reviewer/approver through this tab. Emails will be sent to the user, however communication is done through this interface.

    • File Attachments: Any attachments can be added. Useful for doctor's certificates or any other documents related to the leave request. 

Info

Set Extended Productivity on each employee record:
Leave Request total time is calculated based on the Requester Working Week and Day Hours, but the leave time entries in Timesheets are based on Extended Productivity, so both of these must be setup for the employee.

Next Steps:

Leave Scheduler can be checked to see with a calendar view who is on leave within the company.

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