Tracking leave time

Use the following procedure to track employee data related to a requested or taken leave of absence.

Data Item Attributes (HR10) must be set in order for changes to be recorded and for you to run Employee Absence Plan or Leave History Report (LP220).

To track leave time

  1. Access Employee Leave of Absence (LP51.1).
  2. Select a company and employee.

    The leave number is automatically assigned when you add a new leave record, but you can select it to view, change or delete existing records.

    Note: You can enter comments as an attachment on the Leave Number field. Use LP251 to run a report with comments.
  3. Type the leave dates on the Main tab. Use the following guidelines to enter field values:
    Reason for Leave

    Select the code that describes the reason the employee has requested a leave of absence.

    Intermittent

    Select whether or not this is an intermittent leave of absence. (For example, an employee will take every Wednesday off for medical treatment.)

    The default (Not Intermittent) indicates that the leave is a continuous absence, and the length of the leave will be determined based on the dates, not on any hours tracked in the application.

    Reason Class

    If this is an intermittent leave, select a reason class to identify which records in the employee service and event table should be counted when determining the amount of leave taken.

    Leave Status

    Select the status of the leave request; for example, pending, approved, or not eligible.

    This field is used for tracking and reporting, and does not impact payroll or absence plan processing.

    Service Date

    Select a date to identify when the employee service begins. Hire Date will default if another value is not selected.

    The date selected will display on the screen and can be used to determine the number of months the employee has worked for eligibility purposes.

    Employee Date

    The Employee Date shows the date from Employee (HR11.1) for the Service Date value specified.

  4. On the Classification tab, use the following guidelines to enter field values:
    Federal Leave

    Select whether this leave is qualified under a federal leave program; for example, FMLA.

    Employee Eligible

    Select whether the employee meets the eligibility criteria for a federal, state, or company leave program.

    Leave Qualifies

    Select whether this specific leave request meets the criteria for a leave of absence under the program.

    Eligibility Dates

    Type the date range during which this leave request is covered by the leave program. For example, an employee may be on a leave of absence for 15 weeks. The first 12 weeks are covered under FMLA, and the last 3 weeks are covered by a company personal leave program.

    State or Province Leave

    Select whether this leave is qualified under a state or province leave program

    Eligibility Dates

    Type the date range during which this leave request is covered by the leave program. For example, an employee may be on a leave of absence for 15 weeks. The first 12 weeks are covered under FMLA, and the last 3 weeks are covered by a company personal leave program.

  5. On the Dates tab, type the dates needed to track the absence.
  6. On the Leave End tab, type the dates needed for the end of the leave of absence.
  7. On the Address tab, identify which employee address from Employee (HR11.1) to use for the contact address while the employee is on leave.

    If you select Other, use the address fields to type the contact address.

  8. On the Benefits and Pay tab, use the following guidelines to enter field values:
    Disability

    Select whether the leave is due to a period of disability. This can be used to track eligibility for disability pay.

    Disability Begin Date

    Type the start date for the disability period.

    Workers Comp

    Select whether the leave is due to an event that qualifies for workers compensation and may involve a workers compensation claim.

    Benefits Eligible

    Select whether the employee will be eligible for benefit coverage; for example, medical, dental, and life insurance while on leave.

    Premiums Paid Through
    Note: This date should be updated every month by HR department. The date is for premiums that are paid outside of payroll. It does not connect the Infor Payroll application.

    Type the date through which benefit premiums have been paid while on leave. May be used to track payments if an employee on unpaid leave is paying to continue their coverage.

    Paid Status

    Select whether an employee will receive pay while on leave. This field is used for tracking and reporting, and does not impact payroll or absence plan processing.

    Paid Through

    Type the date through which an employee has received or will be receiving pay. You can use this to identify how much of the leave will be covered by PTO (Paid Time Off), sick pay, or other accrued plan balances.

Related reports and inquiries

To Use
Create a listing of Leave of Absence information for employees, along with an eligibility calculation based on a minimum amount of service time and/or minimum hours worked within an optional specified range of dates Employee Leave of Absence Report (LP251)
Create a listing of updates made in Employee Absence Plan Master (LP31.1) and Employee Leave of Absence (LP51.1). Employee Absence Plan or Leave History Report (LP220)