Add leave time on the schedule

  1. Right-click Tap anywhere in the row of an employee.
  2. In the employee glance, select Add Leave Time .
  3. In the Add Leave Time panel:
    1. If the employee has multiple assignments, select the assignment for the leave time from the Assignment list. The employee's default assignment — which is the highest ranked assignment that you have access to through your organizational set in your Employee Group and based on the selected location — is pre-selected.
    2. Select the Case Code for the case to store information about the employee's leave of absence, such as start end dates, generated documents, eligibility information, and amounts of leave taken.
    3. Enter the Start Time for the leave of absence.
      Note: For employees who are signed off and have a non-midnight day divide, you cannot add, edit, or delete leave time on the partially signed-off day.
    4. In Amount Paid, enter the hours per day for paid time.
    5. In Amount Tracking, enter the hours per day for tracking.
    6. To have the leave time override the shift, select Override Shift, then select either Whole Shift or Partial Shift.
    7. To create an open shift for the overridden scheduled shift, select Create Open Shift.
    8. Select Assign Breaks to have breaks automatically added in the shift based on the employee's configured Automated Break Placement rules.
      Note: If the Adjust Breaks Automatically setting is configured in the Schedule Planner, the Assign Breaks option is selected by default in the Add Leave Time panel.
    9. (Optional) To apply leave time as a transfer, select a Transfer from the list. Depending on your access rights, the jobs that display when you select Add Business Structure in the Transfer panel may only be employee-centric organizational jobs. These are the jobs that are included in the employee's transfer set, any additional jobs specified in the Manager Additions (configured in People Information), and the employee's primary job. This ensures that you select a job that is applicable for the employee.
      Note: If you selected multiple employees, the list of available jobs that displays are those that are included in the job transfer set of the first selected employee and any additional jobs specified in the Manager Additions. If you choose a job that is not in a selected employee’s job transfer set or Manager Additions, that employee is not transferred.
    10. (Optional) Click Tap Add Comment to add comments and notes.
    11. Click Tap Apply.