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In “Leave
Type Setup”, you can manage all of the Leave Types such as Annual Leave
(AL), Sick Leave (SL), Compensation Leave (CL), Rest Day (RD) …etc.
1
Click
the [Item Record] button from the
main screen toolbar.
2
Select
“Leave Type Setup” from the menu on
the left hand side.
3
The
“Leave Type Setup” screen will be
opened. All created Leave Types are shown in the table. You may select any 1
leave type by simply click on it and all settings for this leave type will be
shown. There are several tab (page) of settings, please see below for
explanation.
General |
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Leave
code |
The code
represents the Leave Type. Max 3 letters. The code must be unique and it will
be used for display and input such as Roster input. Valid
examples : AL, SL, CL, NPL, ML Invalid examples : NPSL, AL#, AL+, AL-, 1AL, AL1, A-B, 年假 |
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Type Name |
The full
name of the Leave Type. This name will be shown in both screen and reports. Examples : Annual Leave, Sick Leave, Compensation Leave, 年假, 大假 |
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Display
format |
[ Day ] or [ Day / Hour / Min ] or [ Hour /
Min ] This
option defines the unit of the Leave Type. There are 3 modes for selection. See the
example below :
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Entitlement |
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Default
entitle plan |
For each Leave
Type, a leave entitle plan is required to assign for auto entitlement
calculation. Here you can select a default entitle plan so that you don’t
need to repeat this setting for every new join staff. Of course, you have to
create “Leave Entitle Plan” first for selection. For details, please refer “Leave Entitle Plan Setup” |
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Leave Take |
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Overtake
mode |
Disable / Enable Enable “Overtake mode” can prevent negative leave
balance by default (i.e. Max 0 days). If you
allow negative balance but not more than a certain value, you may enter the
value in “Max [ ] days”. For example, input max. 3
days means the leave balance can be -3 days. You
should disable this option if your
company policy allow leave taking in advance. |
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Working
Hour Calculation mode |
Never count / Count as punch hours / Always
count Normally,
when a staff is on leave, no working hours will be counted. So “Never count” should be chosen. However,
if you allow the staffs to “work” on leave day for this leave type, you may
select “Count as punch hours”
option. Then the system will count working hours by referring to the punch
records, i.e. (Punch OUT – Punch IN). Besides,
for some leave types, such as “Business Trip” which may count working hours
without require punch card. In this case, you should select “Always count” |
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Leave
Take Control |
¨ Not allow take
Leave on Holiday ¨ Not allow take
Leave on Whole-day Leave Normally,
Leave should be taken on the normal week day. In another words, if the day is
holiday or already taken Leave, you will not take another Leave again on this
day. Therefore the 2 options here should be checked. Moreover,
when you are taking a period of Leave that may across some holidays , the
system will auto skip those holiday if you have selected the option “Not allow take Leave on Holiday” For the
option “Not allow take Leave on
Whole-day Leave” , if you have selected this option, only whole-day Leave
taking will not be allowed but not apply to non-whole day leave (e.g.
half-day leave, or just 2 hours leave) |
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Payroll |
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EO2007 |
No Pay / Full Pay / Partial Pay This
option is used for Hong Kong labour law “Employment (Amendment) Ordinance
2007” (or we call it 713 ordinance). For this ordinance, we have to define
the Leave Type is “Pay”, or “No Pay”, or “Partial Pay” in order to calculate
the average daily wages for the past 12 months. Generally,
the settings of different leave types may be something like that
** Above
table are just examples. All settings can be defined by user depends on
company policy. |
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Web |
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Show in
“E-Leave” module |
Enable / Disable This
option control if this Leave Type will be shown in “e-Leave” module. |
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Show in
“Leave Apply” |
Enable / Disable This
option control if this Leave Type will be shown in “e-Leave” module for Leave application |
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Enable
when no. of days applied is equal or more than N days |
This
option is the min. no of days of the leave application to make this Leave
Type available for selection. For
example, for “4/5 Pay Sick Leave”, you may enter 4 days as the min. no. of
day. So if the staff is going to apply leave for 3 days or less, the “4/5 Pay
Sick Leave” will NOT be shown for selection. Another
example, for “Maternity Leave”, you may enter 70 days as the min. no. of day.
So that the staff cannot apply Maternity Leave for less than 70 days. |
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Show in
“Leave On Today” window |
Enable / Disable This
option control if this Leave Type will be shown in the “Leave On Today” in “e-Leave”
module, window which is a table showing who are on leave today. |
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Show in
“Leave Summary” page |
Enable / Disable This
option control if this Leave Type will be shown in the “Leave Summary” in “e-Leave”
module, which is a table showing the summary of different Leave Types of the
staff including “Auto entitled days”, “Manual entitled days”, “Total taken
days”, and the “Leave Balance”. |
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Show in
“Retail Web Roster” module |
Enable / Disable This
option control if this Leave Type will be allowed to input in the “Duty Roster” table in “Retail Web” module. |
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Show in
“Retail Web Timesheet” module |
Enable / Disable This
option control if this Leave Type will be allowed to input in the “Timesheet” in “Retail Web” module. |
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1
Click the
[New] button on the toolbar.
2
Fill
in all fields and options according to your company policy.
3
Click the [Update]
button to save changes.
1
Select the Leave Type by simply click on it in
the Leave Type list
2
Change
the options
3
Click the [Update]
button to save changes.
1
Select the Leave Type by simply click on it in
the Leave Type list
2
Click the [Delete]
button on the toolbar
3
Click [Yes]
to confirm deletion