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  Leave Management and Accrual Tracking

 

 

 

 

The easyTIMESHEET Leave Management Module provides self service functionality for Employees and Managers. The module allows Employees to enter Leave Requests which enables a Manager Approval workflow process. Administrators have a robust rules engine to configure their company business rules and accrual rates. Using a profile-based approach, rules can be tailored to one or more employees.

 

 

 

Employees

  • View Leave Balances: Employees can view Allowed, Taken, Earned, Balance and Projected Hours. Hyperlinked hours allow employees to view the dates taken.

  • Unit Type: Employees can view their Leave in Hours or Days, based on company setup.

  • Enter Requests: Employees can enter Leave Requests for time-off using a Leave Request form.

  • Enter Leave Time into Timesheet: Employees can also enter their Leave time directly into easyTIMESHEET.

  • Email Notification: When Leave Requests are made, an email reminder is automatically sent to the Manager.

  • Request Status: Each Leave Request can be viewed in real time.

  • Carry Over: System automatically does the rollover of allowable hours each year.

Managers

  • View Leave Requests: Managers can view multiple Leave Requests at the same time for planning purposes.

  • Approval of Leave Requests: Managers can approve Leave Requests.

  • View Leave Balances: Managers can view Leave balances for their assigned employees.

  • Cancel Leave Requests: Manager can cancel future Leave Requests (once approved).

  • Terminate Leave Requests: Managers can terminate future dates after approval.

  • Enter Leave Requests: Managers can enter Leave time on behalf of their employees.

  • Edit Leave Requests: Existing Leave Requests can be edited, e.g., employee wants to take less time off than requested.

Administrators

  • Accrual Profiles: One or more employees can be assigned to a profile, with unique business rules and accrual rates. Unlimited profiles can be created, e.g., for Exempt, Non-Exempt, Executive or grandfathered plans.

  • Leave Profiles: One or more employees can be assigned to a profile, which determines the eligibility dates. For example, some companies have a probation period until time can be accrued.

  • Accrual Methods: Accrued, Lump Sum or Hours Worked calculation methods can be set for each leave type. For example, Vacation time can be accrued and Sick time can be a lump sum of hours each year. Full Time Equivalent (FTE) factors can also be used to calculate accruals.

  • Accrual Rates: Unlimited rates can be created and used by the various profiles. Rates can be set up in Hours or Days.

  • Seniority Based: Rates can be set up based on seniority, e.g., 0-2 Years, 2-5 Years, etc.

  • Carry Over: At the profile level, Administrators can set the Carry Over date and years. The system will do the automatic roll over of hours, based on rates for each profile (or allow unlimited carry over).

  • Exceed Balance Message: The system can allow employees to exceed balances with a company note at the time of the Leave Request.

  • Exceed Balance Limits: Rates can be set up to determine limits for exceeding Leave balances.

  • View Balances: Administrators can view all employee balances online.

  • Editing Balances: Administrators can make adjustments to employee Leave balances.

  • Reporting: Four standard Leave reports are included with the module.

  • Employee Mapping: Administrators can use the system mapping tool to assign employees to specific Accrual and Leave Profiles.

  • Leave Request Validation: Rules can be set up to enforce Leave Requests based on current or projected balances.

 


 
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