This screen allows the management of assigned leaves (both automatically and manually assigned) taken by an employee. When a leave entitlement is assigned to an employee, leave units relating to the assigned entitlement can now be assigned to the employee. Use this screen to assign units to employees.

From this screen you can add, edit or delete Assigned Leaves

Assigning Leaves Units

To assign leave units, navigate to Leave > Assign Leave, click on the relevant employee name and then click on “Add” and fill in the necessary fields using the information below

  • Leave Type: Select the relevant leave type from the list
  • Leave Period: Select the relevant leave period from the list
  • Unit Type: Displays the unit type for the currently selected leave type i.e. Hours or Days
  • B/F Leave: Leave units brought forward from previous year
  • Current Period: Leave units for the current period
  • Leave Balance: This is the total number of leave units left unassigned
  • Accrued Leave: This is the total number of leave units accrued to date
  • Start Date: Enter the start date for the current leave assignment
  • End Date: Enter the end date for the current leave assignment
  • Half Day: Specifies whether the leave is just for half a work day or not
  • Leave Taken: This is the current number of leave units to be taken calculated based on the current Start and End dates
  • Comment: Any relevant comments
  • Save Button: Click this button to save changes.
  • Cancel Button: Click this button to cancel changes.
  • Calculate Leave: Click this button to calculate the Leave taken field.
Editing Assigned Leave Units

To edit an assigned leave unit, navigate to Leave > Assign Leave. Click on an assigned leave unit, and change the information as required (See Assigning Leave Units). When done, click the “Save” button to save changes or the “Cancel” button to discard changes.

Deleting Assigned Leave Units

To delete an assigned leave unit, navigate to Leave > Assign Leave. Select the checkbox beside the Assign Leave unit(s) you want to delete and the click the “Delete” button.