Maintaining leave of absence requests
As an administrator, you can maintain the resource Leave of Absence request.
- In HRT, select Absence > Maintenance.
- Select a resource and the Leave of Absence tab.
- On the Details tab, specify this information:
- Leave Number
- A unique sequential number that is assigned per leave request per resource.
- Status
- This is the status of the leave request. For example, requested, approved, or rejected based on actions taken by users. The default value is Requested.
- Type
- This is the user-defined description of the leave of absence. This field is selected when the leave is requested.
- Requester
- The person requesting the leave. For example, manager or resource.
- Request Date
- The date the leave was requested.
- Beginning of Leave Date
- The date the leave is scheduled to start.
- Estimated Return
- The date the resource is estimated to return to work.
- Reason
- Provide the reason why the resource requested a leave of absence.
- Intermittent
- Select whether it is an intermittent leave of absence. For example, a resource takes every Wednesday off for medical treatment. Otherwise, clear the check box if this is a continuous absence. The leave is determined by the dates of the leave, not by hours tracked.
- Reason Class
- If this is an intermittent leave, select a reason class. This field is used to identify which records in the resource service and event table are counted when determining the amount of leave taken.
- Additional Information
- Provide additional notes or comments for this absence.
- Leave Request Document
- Browse to attach a document related to the leave request.
- Click the Eligibility tab.
- a In the Calculated Service section, specify this information:
- Length of Service
- Display only. Shows the total duration an employee has been actively employed.
- Total Service Hours
- Display only. Shows the cumulative number of service hours an employee has accrued over their tenure.
- Service Requirement Met
- The result of the calculation that is performed when adding all of the Service Eligibility fields and clicking Save. This field shows whether the requirement has been met.
- Specify the date range to use to count hours of service.
- In the Federal section, specify this information if the leave qualifies under a federal leave program, such as FMLA:
- Resource Eligible
- Select whether the resource meets the eligibility criteria for a federal leave program.
- Leave Qualifies
- Select whether this specific leave request meets the criteria for a leave of absence under the program.
- Eligibility Dates
- Specify the date range during which this leave request is covered by the applicable leave program. For example, if a resource is on a leave of absence for 15 weeks: the first 12 weeks may be covered under FMLA, while the remaining 3 weeks are covered by a company personal leave program.
- In the State or Province section, specify this information:
- Resource Eligible
- Select whether the resource meets the eligibility criteria for a state leave program.
- Leave Qualifies
- Select whether this specific leave request meets the criteria for a leave of absence under the program.
- Eligibility Dates
- Specify the date range during which this leave request is covered by the leave program. For example, a resource is 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.
- a In the Calculated Service section, specify this information:
- On the Tracking tab, specify the leave completion details including information for tracking documentation:
- Notification of Rights
- The date that the resource is notified of their rights under the terms of the leave.
- Manager Notified
- The date that the resource's manager is notified of the resource's leave.
- HR Notified
- The date that the HR department is notified of the resource's leave.
- Documents Received
- The date that all of the documentation that is required for the leave is completed.
- Leave Authorization Document
- If applicable, you can attach an electronic copy of the leave authorization document.
- When the leave has ended, fill in the Leave Completion section.
- On the Benefits and Pay tab, track Disability, Workers' Comp, Benefits eligibility, and Paid status during leave.
- Disability, Disability Begin Date
- Specify whether the leave request is related to a disability and specify the begin date.
- Workers Comp
- Specify whether the leave request is covered by Workers Compensation. The default is Not Determined.
- Benefits Eligible, Premiums Paid Through
- Specify whether the resource is eligible for benefits during the leave. If you select Yes, then specify the date through which insurance premiums are paid.
- Paid Status, Paid Through
- Specify whether the resource is paid during the leave. If you select Yes, then specify the date through which the resource will be paid.
- On the Contact Information tab, specify the resource's details.
- Click Save.