Topics: Leave Settings - Leave Actuals - Leave workflow - Leave Overview - Bank Holidays
In this article we'll discuss:
- Leave Settings, Types of leave
- Leave Actuals
- Leave workflow
- Leave Overview: Holiday overview, My Leave overview and Widget Leave
- Bank Holidays
1. Holiday Settings
The available Types of leave are managed in application Masters > System settings > Types of leave. You can create as many Types of leave that you want. Each leave type is linked to an existing (holiday) project and activity on which the leave will be planned and booked.
This Holiday project is used in:
- Report: Leave Overview
- Report: My Leave Overview
- Startpage: Widget Leave
The Leave budget settings are set annually in hours in application Resources, tab Work
- Balance leave entitlement last year
- Balance leave entitlement Time for Time
- Leave entitlement (hours)
The total of these three budgets together, is the Leave year budget of a Resource.
Balance leave entitlement last Year
In 'Balance leave entitlement last Year' you set the amount of remaining Leave hours that the resource can use this year. This balance will show in report 'Balance Leave last Year'. This data is set manually every year.
Balance leave entitlement Time for Time
In 'Balance leave entitlement Time for Time' you set the amount of overtime hours that can be used as leave. The data is set manually every year.
Leave entitlement (hours)
The Leave entitlement hours is manually set with the annual amount of budget leave hours of the Resource.
2. Leave Actuals
Leave hours planned
The amount of Leave hours planned is the total hours planned on the Project and Activities linked to the Types of leave as set in System Settings > Types of leave.
Leave hours actuals
The amount of actual Leave hours are the hours that are booked through Timesheets on the Project and Activities linked to the Types of leave as set in System Settings > Types of leave.
* The actual hours aren't available in the Board-, and Plan Edition. In the Plan Edition the Leave card is only available in planned hours.
3. Leave workflow
The leave workflow starts at Leave applications. The leave requests created and submitted in this application, must first be approved by the (backup)manager department in Approval - Leave applications. Once approved a resource booking is created on the holiday project-activity as is set in System settings > Planning.
The manager department receives an email of submitted leave applications. The applicant receives an email of the approved or rejected leave applications.
4. Leave overview
The availability of the report leave card is managed per profile in application User profiles, tab 'reports'. A resource gets acces by assigning the profile in Master Resources.
In application Reports you can print a Leave Overview, based on the Types of leave in System Settings
The information in this report consists of:
- The opening balance
- Planned leave hours per resource
- Actual leave hours per resource
Two Leave overview reports are available in Information, Reports:
- Holiday overview: An overview of leave hours of all active resources
- My Leave overview: An overview of leave hours of the Timewax user.
Startpage: Widget Holiday
Leave - An overview of the user his leave budget (in days) versus his planned or actual leave days.
Click here to set the widget Leave.
In the master Bank Holidays you can create a Calendar with all Bank Holidays and non-work days.
Default there are some predefined country specific Bank Holiday Calendars available. New Bank Holiday calendars can be added. Bank Holidays must be defined manually.
A resource can be linked to one Bank Holiday Calendar. Bank Holidays can be linked in the application Resources tab Work, Bank Holidays.
The bank holidays are used in applications Utilization, Planning Board and Calendar.