Leave Profiles

After you select Leave from the Standard Profiles landing page, the Leave Profiles list page opens. This page is a grid that displays the current Leave Profiles and the attributes of each profile. To modify the attribute headings, click and select or clear the listed options.

Note: The Leave Profiles listed on this page are different from the WFM Leave Profiles.

  1. You can edit the existing profiles, create new ones, or export the page to an Excel .csv file.
    • To create a Leave Profile, click Add .
    • To edit a Leave Profile, select a profile from the list and click Edit .
      • To select more than one profile, hold down the Ctrl key while selecting profiles.
      • To select the maximum number of profiles (100 rows), click Select Maximum . To clear all selections, click Unselect All .
    • To export the list page to an Excel .csv file, click Export , then select the .csv link at the bottom of the page.
  2. If you select Add or Edit , the Leave Profile edit page opens where you can add or edit the following attributes:
    Note:
    • Select No Change if you do not want the profile to overwrite the previous value when the profile is applied to an updated employee. If you select No Change and the profile is assigned to a new employee, the default value for the field is assigned, which is usually nothing, or blank, depending on the existing behaviors.
    • Select Unassign to remove or end date an existing value. This is typically used for employee job changes, leave cases, or terminations. If you select Unassign for a new employee, the employee is assigned default values.
    • Profile Name — Enter or edit the Leave Profile name. The name must be unique.
    • Status — Select Active or Inactive.
    • Leave Administrator — Select the name of the WFM Leave administrator.

      Note:
      • If Exceeded the threshold displays instead of the list of administrators, you must reset the maximum number of named administrators. From the Application Setup page, select System Configuration > System Settings then select the Service tab and increase the values in the following settings:
      • site.service.business.LL.MAX_LEAVE_ADMIN_ENTRIES
      • site.service.business.LL.MAX_LABOR_LEVEL_ENTRIES
      • To delete an assigned administrator, your Function Access Profile must have the following access control point set to "Allowed": Manager - Common Setup > People Editor > Delete >  Delete without transactions (to delete a person who has no transaction data) or Delete with transaction (to delete a person who has transaction data).

    • Leave Profile — Select the name of the WFM Leave Profile. This profile contains groupings of leave categories. For example, employees working in different states might have different Leave Profiles because of differences in state family or medical leave rules. The profile could reflect the categories selected for leave cases in each state. A leave profile is required for an employee’s leave case.
    • These profiles are defined inMain Menu > Administration > Application Setup > Leave Setup > Leave profiles.

  3. When finished, click tap Save.

    Caution: You can click tap to remove your edits only if you have not saved the entry. After you save the entry, you can change the status to Inactive but you cannot delete the entry.