CERTIFY LEAVE RECORDS#
The Certify Leave Records form is used by an employer to review leaves requiring certification.
A leave line that is not certified will still be picked up in the UACALC and/or UPCALC process.
The following Work Flow trigger is used to generate the certification record:
WF_AAL on the P2K_AT_LEAVE_LINES table.
A sample work flow may be found at the end of this document.
The user will update the leave certification field by choosing the value from Fixed lexicon, X_LEAVE_CERTIFIED.
The user will select the employee's leave they want to review from the following list:
- Person
- This fields shows the employee name.
- Start Date
- This field shows the start date of the leave.
- End Date
- This field shows the end date of the leave.
- Time code
- This field shows the time code used for the leave requests.
- Projected
- The amount of projected time for the leave is displayed here.
- Type
- The type of leave the time is for is displayed here.
- Approval
- The approval status of the leave line is displayed here.
- Actual Time
- The actual overall amount of leave time is displayed here.
- Basis
- The time basis of the leave is displayed here.
- Status
- The status of the leave line is displayed here.
- Certification
- The certification status of the leave line is displayed here.
The following is an example work flow that may be used to create the leave line for certification and to notify an employee there are leaves waiting to be certified.
Notification of a Leave Needing Certification#
When an employee enters a qualifying leave time code, an email should be sent to the notifying the appropriate Administrator there are outstanding leaves needing certification.
- Step 1 - Define Work flow Action in IMWA
The first step is to define the work flow action in
IMWA that will be triggered when an employee enters a qualifying leave.
- Action
- Suggest prefixing all Attendance work flow actions with AT. In this example, the work flow is named AT LV CERT.
- Status
- The status must be set to “In Production” in order for IMUC to recognize the action.
- Triggered in Product
- This field should be set to WF_AAL since the email will fire when a new qualifying leave record is inserted in the P2K_AT_LEAVE_LINES table.
- Action Directed To
- This is going to a specific person and we will define the person code for our specified person in IMUC.
- Type
- The type will be email.
- Email
- If Email was specified for Type, the From email address must be specified.
- Step 2 – Define User Calc in IMUC
The second step requires a user calc to be created to send the email to the Administrator.
- User Calc
- It is suggested to prefix the user calc code with WF_AT to easily identify the workflow user calcs for Attendance.
- Description
- Should state what the user calc is meant for.
- Product
- This field should be set to WF_AAL since the work flow action will fire when a new qualifying leave record is inserted in the P2K_AT_LEAVE_LINES table.
- Status
- This will default to 'Under Construction' and will updated to 'To Be Published' after using the Pre Publish Icon. In order for the action to be processed, the user calc must have a status of “In Production”. User calcs are published in IMUCA.
- User Calc Type
- All workflow user calcs must have the type set to ‘Calculation’.
Lines
Line | CMD | Type 1 | Operand 1 | OPER | Type 2 | Operand 2 | Type 3 | Operand 3 | If GOTO | Else GOTO | Description |
10 | IF | CF | INSERTING | EQ | B | TRUE | | | 15 | 99999 | |
15 | IF | NV | AAL.DTC_ID | EQ | N | 101 | | | 20 | 99999 | |
20 | LET | NV | AAL.LEAVE_CERTIFIED | EQ | A | 03 | | | 99999 |
20 | ACT | AC | AT LV CERT | LOG | $S | CURRENT-DATE | RT | 10001 | 99999 | | <<EID.FIRST_NAME>> <<EID.LAST_NAME>> has entered a leave line requiring certification. |
99999 | EXIT | AC | | | | | | | | | |
Line 10: This line checks to see if an insert into the table has been done.
Line 15: This line checks to see if the time code entered has the DTC_ID of 101. If so, certification is required.
Line 20: This line sets the value of the leave line certification field to '03'.
Line 25: This line calls the work flow action (AT LV CERT) which was defined in the first step and will send the email notice to employee 10001.
Line 99999: This line will indicate the end of the usercalc.