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Managing Employee Leave

The PR Employee Leave form is used to manage and track employee leave, including PTO and sick time. This form is for ensuring accurate leave balances and compliance with company policies.

Before you start​

  • Ensure leave codes are set up in the system.
  • Have employee details ready for leave association.

Steps​

  1. Open thePR Employee Leaveform.
  2. Associate the appropriate leave codes with each employee, such as PTO or sick time.
  3. Reference the eligible date for each leave type.
  4. Decide whether to use the default settings of the leave code or override them for more specific employee needs.
  5. Use the employee override fields to customize accruals and limits if necessary.
  6. Set fixed accrual overrides for weekly or annual amounts as needed.
  7. Adjust accrual limit number one and balance limit if required.
  8. Override accrual limit number two for weekly and annual accruals if applicable.

Notes​

  • Be cautious when overriding default leave settings as it can affect compliance with company policies.
  • All overrides are accurately entered to prevent discrepancies in leave balances.