Requesting leaves of absence on behalf of employees or managers

An HR administrator or HR generalist can request a leave of absence on behalf of any employee.

Note: This process is not applicable if you use the Absence Management application.
  1. Select Administrator > To Do > Leave Of Absence.
  2. On the Pending tab, click Create.
  3. Specify this information:
    Employment ID
    Select the employment ID of the resource requesting a leave. This field is populated if you are accessing this form from the resource's work assignment record.
    Status
    By default, the status is Requested. If you are creating the request from the resource's record, you could specify a different status. For example, you could create the request as already approved. Or, if the resource has already started a leave by the time you are submitting the form, you could create the request as On Leave.
    Type
    Select the type of leave. Leave types are created under Set Up > Resource Components > Personal Information.
    Requester
    Select the person on whose behalf you are submitting the leave.

    If you select blank or Employee and the status is Requested, the manager does not see the leave until you approve it.

    If you select Manager, both the employee and manager can see the leave.

    Request Date
    Specify the date on which the leave was requested.
    Beginning of Leave
    Specify the date on which the leave begins.
    Estimated Return
    Specify the estimated return date.
    Reason
    Specify the reason for the leave. Leave reasons are created under Set Up > Resource Components > Personal Information.
    Additional Information
    Specify additional information about the leave request.
    Note: Complete the fields in the Leave Completion section after the resource returns to work.
  4. On the Tracking tab, specify this information, if available:
    Notification of Rights
    Specify the date on which the resource is notified of their rights under the terms of the leave.
    Manager Notified
    Specify the date on which the employee's manager is notified of the employee leave.
    HR Notified
    Specify the date on which the HR department is notified of the employee leave.
    Documents Received
    Specify the date on which all of the documentation required for the leave is completed.
    Leave Authorization Document
    If applicable, attach an electronic copy of the leave authorization document.
    Leave Completion section
    This section is completed after the leave is complete.

    See Completing leaves of absence.

  5. On the Benefits And Pay tab specify this information, if available at this time.
    Disability, Disability Begin Date
    Specify whether the leave request is related to a disability. If you select Yes, specify the date on which the disability started.
    Workers Comp
    Specify whether the leave request us covered by Workers Compensation (caused by an injury on the job). The default is Not Determined.
    Benefits Eligible, Premiums Paid Through
    Specify whether the employee is eligible for benefits through the leave. If you select Yes, specify the date through which insurance premiums are paid.
    Paid Status, Paid Through
    Specify whether the employee will be paid during the leave. If you select Yes, specify the date through which the employee is paid.
  6. On the Contact Information tab, select the address, email, and telephone that should be used to contact the employee during the leave.
  7. On the Correspondence tab, you can send emails, manage leave of absence documents, create notes, and track correspondence for leave of absence records.
    1. To resend an email, select it in the Correspondence table, and click Send. To create an email, click Create Email, and specify this information on the Email Details tab:
      Email Template
      Optionally, select an email template. The Body field is automatically populated with the template information. You can update all fields.
      Email Details
      Complete the To, From and Body fields, and click Next.
    2. In the Leave Of Absence Documents section, select documents to attach to the email, and click Next.
    3. On the Attachments tab, specify external documents to attach to the email, and click Next.
    4. Click Send Email, or click Close to save a draft copy of the email in the Correspondence table on the Correspondence tab.
      To delete the email, go to the Correspondence table, select the email, click the ellipses and select Delete.
  8. Click Save.
    Depending on the requester, the leave appears in the employer space and/or the manager space in Requested status.

    You can approve, cancel or reject a requested leave.