Leave Ledger module

Key screens

1. 1

   Switch the ledger on and check the automatic runs

   In the sidebar, under Leave, click Leave Ledger. Click Enable ledger at the top right; it then reads Ledger on. Leave types lists each type with its accrual, and Seed defaults adds the usual ones if you have none. Automatic runs shows when the Monthly accrual last ran, for which month and when it runs next (the 1st of each month), whether Year-end has run, and when Comp-off was last checked: every day, for the day before. In the app, staff see their balance of each type on the home screen.

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   On the employee app

   The employee app home screen with the leave balance

2. 2

   Run accrual by hand

   To credit a month yourself, for example after adding the ledger mid-year, type the Month as a number and the Year and click Accrue (all). With one person picked under Balances, the button reads Accrue (this employee). Running it twice for the same month adds nothing more; joiners and leavers get a part of the month, and no balance goes above the type's maximum.

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3. 3

   See and correct one person's balance

   Under Balances, pick the employee. Each type shows the days Accrued, Used and the Balance; a balance below zero shows in red. To correct a balance, pick the Type, the kind of entry (credit, debit, adjustment, opening, encashment or lapse) and the Days, then click Post.

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   Tip Use opening to load the balances people bring from before ZeniaHR.

4. 4

   Earn and grant comp-off

   Under Comp-off, For everyone reads the hours worked on weekly offs and holidays between two dates and credits comp-off by the CO leave rules; dates already credited are skipped. Expire old comp-offs removes comp-off older than the CO type's expiry days. With an employee picked, you see their comp-off balance, the next expiry and each credit with the day worked, how it was earned, the days, the expiry date and its status. To give comp-off by hand, enter the Days, the day Worked on and a note, and click Grant comp-off. Staff take comp-off like any leave, through an application.

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5. 5

   Preview the year-end

   Under Year-end, pick the year and click Preview: you see, for each person and leave type, the balance, the days that would be Carried forward and the days that would lapse, with a total. Nothing is posted until you click Run year-end, which unlocks after a preview of the same year and only once that year has ended. Download CSV keeps a copy of the preview.

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