Wiki: CASCADE AND LEAVE REASONS

CASCADE AND LEAVE REASONS#

This area within the product was recently enhanced to populate a toggle dynamically when a leave has cascaded due to insufficient bank balances. Leave reasons can now be made ‘required’ and selected within IPTS or All Professional and Self Service Leave screens.

Cascade and Leave Reason Functionality#

IAAL now displays a Cascade toggle that will dynamically populate when the leave cascades. It is easier for the user to see at a glance if the cascade has occurred.
IALP (Details Tab) - The LWOP Time Code MUST be defined. When the Cascade Tab is blank the leave will cascade to the ‘LWOP Time Code’.
IALP (Details Tab) - When the ‘Leave Reason Req’d toggle’ is checked the user will be prompted / required to fill in the leave reason.

Cascade and Leave Reason Setup #

In order to use the Cascade functionality there are set up requirements that must be fulfilled.

Set Up – Cascade#

In order for a Leave to cascade a user MUST first define the ‘LWOP Time Code’ and optionally the Cascade Tab may be defined with a leave time code.
Launch IALP and ensure there is a LWOP time code selected.
If desired advance to the Cascade Tab and define a leave time code.
Set the ‘Time Warning Rule’ to ‘Error, Do Not Allow’.
Leave time codes defined on the Leave Plan MUST be attached to a Leave Schedule in IALS. If the time code is not on the leave schedule the cascade toggle will still populate in IAAL but the balance of the leave time will not cascade.

Once defined the cascade functionality will operate when the employee’s leave bank has been depleted.

Set Up – Leave Reason Req’d#

To make the leave reason a requirement the Leave Reason Req’d Toggle must be checked in IALP.

IAAL – Entering Leaves and Leave Reasons#

Leaves may be entered directly into the Requested Tab of IAAL.
In IAAL, when a leave is first entered the leave status defaults to ‘1-Requested’. It is at this time the user MUST select a leave reason or the record will not save. Failing to enter a leave reason will produce the message ‘You need to enter a leave reason before save’.
Any leaves entered in IAAL and saved will dynamically display the cascade toggle if the leave was cascaded.
Any leaves entered in IAAL will display in IPTS and vice versa.

IPTS – Entering Leaves and Leave Reasons#

Leaves may be entered directly on the timesheet in IPTS.
Since the leave line is created on the fly the leave reason can only be filled by selecting the Show Require Leave Reasonbutton. This button is available in the header of IPTS. Note: The Show Require Leave Reason button may be added on any timesheet screen or leave entry screen similar to the way it displays in IPTS.
When the user clicks on this button a window displays with the leave entries that require a leave reason. The user may then fill the leave reason. The user may also enter a Leave Reason free form description in the ‘Leave Reason Text’ field. If the window is blank there are no leave reasons to fill.
The timesheet cannot be submitted until all the leaves that require a leave reason has one of following columns with information “Reason” or “Leave Reason Text”.
Enter the leave lines and save the records.
After saving the records, click the ‘Show Require Leave Reason’ button.
Select the Leave Reason as required.

UPCTSP – Load Timesheets to Pay Headers#

Leave Reason is currently carried over and supported through UPCTSP only.
When UPCTSP runs all IAAL “3-In Payroll” leaves are tagged as” 3-Reevaluated” (non display) and reinserted as “3-In Payroll” leaves lines again.
After UPCTSP completes the leave reasons will carry over to the newly inserted “3-In Payroll leave lines in IAAL.
Leave reasons will not display in IPPH.