My Leave
1. Content Desc.
My leave is used for displaying all the leave types' balances, change records, and expiration reminders of an individual.
Path: Leave >> My Leave
Remark:
The leave information in [Portal] is consistent with [My Leave Management].
2. Function Feature
2.1. Leave Balance List
2.1.1. Leave Name
Display the applicable and enabled leaves for the current user
2.1.2. Current available days
Current available days = Remaining leave in the current cycle + Remaining leave in history
If there is no fixed period of leave, the user is not allowed to continue to take leave when the currently available leave is 0.
Clicking on the number of currently available leaves can jump to [Change Recprd], which automatically filters the leave type.
Leave with unlimited leave balance is displayed as 0 days in the [Currently Available Leave] field.
If the unit is converted to hours in [Leave Settings], then the balance figures in this list are also converted to hours, and the unit is also hours.
2.1.3. Leave balance
Leaves that are allowed in the current cycle, after the current cycle period, the balance will be transferred to the history balance or cleared to zero according to the settings.
2.1.4. History balance
After checking the box to allow an extension of the leave period, the balance that exceeds the cycle period in [Leave balance] will be transferred to the history balance for future use.
History balance will be deducted as a priority when taking leave.
2.2. Change Record
Change records, i.e., leave logs, record details of leave balance increase/decrease, modification time, reason for modification, and operator.
The timeline is sorted in reverse chronological order by the time of change of leave balance and displays the value of change of leave balance, name of leave, value before and after the change of leave balance, type of leave modification, operator and change reason.
Can be filtered by leave type, date range, or leave modification type.
The default display is "All Vacation". The leave type tab is the same as the leave name in the Leave Balance tab.
If the leave type is "Released daily", the daily automatic release will not be recorded in the change log.
2.3. Expiry Reminder
Remark:
This tab displays the leave that is about to expire, the expired balance, and the expiration time, and the expired leaves will not display.
This needs to be used with [Leave Settings] - [Leave expiration reminder setting] and [Setting] - [Reminder Settings] - [Reminder of overdue holiday balance]. Set the reminder N days before expiration in [Leave Settings] and set the reminder method in [Settings].
The list is sorted by default in ascending order of expiration date.
If the expiration duration in the leave rule changes, the expiration here will also change.
When a leave is disabled, the expiration reminder record will not disappear.
After the leave balance expires, the expiration reminder record will be cleared.
Remind N days before expiration, N is a maximum of 30, minimum 0, 0 means remind on expiration day. Fill in the form and click save to take effect.
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