Leave and time

Employee enters a leave request with the leave type, start and end date, reason and any documentation. The request names an approving employee and holds its decision status. Leave Balances keep accrued, taken, pending and carryover amounts for a particular employee and leave type as of a date. Leave Types define the category, country, employee class, accrual method and rate that apply to the balance.

The employee can inspect their own requests and balances. An approver needs the requested dates and available balance before deciding. A submitted request can become approved or rejected; a later taken state records the completed absence. A cancelled request has a different operational meaning from a rejection. Keep the reason and documentation inside the access rules agreed for the agency.

• Leave policy records. Leave Types and Leave Balances give the reviewer the applicable category, accrual basis and current amounts.
• Leave decisions. Leave Requests carry the requested interval, employee, type, approver and status.
• Time capture. Timesheets cover a week for one employee; Time Entries record dated hours, category, project or cost center.

Timesheets have their own approval status and approving employee. The weekly header totals hours, while each entry retains the date and category, including regular, overtime, double time or on call. That lets Payroll Admin inspect an approved period without reducing it to one unexplained total.

Confirm who can approve leave for each employee, which leave type and country apply, and what documentation is appropriate. Set the pay calendar and the cutoff for an approved timesheet to inform a payroll run. Reconcile opening leave balances against the previous source by employee, leave type and as-of date. Decide how the team handles a request spanning two pay periods or a timesheet returned after rejection.

Take an employee with an active leave balance. Enter a request from the first day through the last day of the planned absence. Check the applicable leave type and the balance’s accrued, pending and taken amounts. Submit the request, have the named approver review it, and record approval or rejection. In the same week, enter regular and overtime hours on the employee’s timesheet. Check that the total matches the entries before approval and that Payroll Admin receives only the intended approved work.

• Leave awaiting decision — Submitted requests with employee, type, dates and approver together.
• My leave calendar — An employee’s dated requests and their current status.
• Timesheets awaiting approval — Weekly submissions with approver and total hours.

Review the leave and time process and inspect the payroll period.