Add a Leave Form

Leave Forms are used to track the number of days an employee is absent. For more information — including about docking the employee and post-dating leave forms — see About Leave Forms.

Before you begin

• Gather all local leave forms to be entered in the system.

• Enter the leave forms prior to creating the payroll batch. This action will propagate the forms into the payroll batch for processing, and once the batch is processed, the units used will be deducted from the employee's leave balance.

Add a leave form

1. Select Finance from the Jump to Module pull-down list in the upper right corner.

2. Select Leave, then Leave Forms from the HR menu, and that window opens.

3. Click Add Leave Form, and the New Leave Form window opens.

4. Select the Instructional Period in which you want to add leave.

5. Select the Employee for whom you want to add leave. Note: Entering the first few letters of the employee's last name presents a shortened list from which to choose.
   Once those two fields are completed, the Est. Leave Balances are displayed. Example

6. Click Add, and the Leave Type fields become visible. Example

7. Complete the fields as described.

• Leave Type: Select the type the employee requested.

• Comments: Optional. Enter text to explain or describe the leave. This field can be used to keep track of the actual dates of the leave.

• TRS Contract Period: Defaults to the current payroll period, but can be edited if needed. For example, if leave is for a prior or future month.

• Units Used: Enter a number with up to two decimal places. Note: If the units entered are greater than the available balance, the employee will be docked according to the policy set up in Finance > Leave > Leave Policies.

• Process On Or After: Enter the date on or after which the leave should be processed on a payroll batch. Click here for more information.

8. If you need to add more leave for this employee, repeat steps 6-7.

9. Click Save when you're done adding leave for this employee.

Return to Leave Menu

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