The following scenarios explain how the leave process works for the 'Process assigned Member's requested leave for leave balance finalisation' checkbox in the Finance application.
Scenario 1:
The Primary Payrun Week Ending Day in the Finance Application Settings of the Staff Portal matches with the Week Ending Pay Date as per Global Pay frequency (Weekly/ Fortnightly).
While payroll processing, the 'Process assigned Member's requested leave for leave balance finalisation' checkbox is checked in the Generate Payslips screen of the Finance application.
👉 Action → When you click the Generate Payslips button:
- All the Approved/Payroll Pending paid accrued leave unit requests of members with a leave application date falling up to the Week Ending Date will be processed. The system automatically calculates and applies the addition to the members' payslips. The leave will be processed automatically only if the Auto calculate leave addition for the accrued paid leave request by the member checkbox is selected in the Configure Leave Entitlement tab of the Staff Portal
- While processing a leave request spanning multiple days, the system will calculate and apply the appropriate leave units based on the Week Ending Date. For instance, if a leave request is from April 1st to April 5th, with 40 available leave units, and the Week Ending Date is set to April 4th, 32 units will be processed on April 4th. The leave status will be updated to 'Payroll Pending'. The remaining 8 units will be processed in the following payrun with the selected Process Assigned Requested Leave check box.
- For Approved/ Payroll Pending unpaid leave unit requests from members, the leave requests are processed and no addition is applied to the members' payslips
- The 'Auto calculate leave addition for the accrued paid leave request by the member' cannot be applied for:
- Approved/ Payroll Pending unpaid leave
- Approved/ Payroll Pending paid leave with the Accrue Leave turned OFF in the Configure Leave Entitlements page against that leave category. You can manually add leave in the Addition of the Member module within the Finance application
- Approved/ Payroll Pending paid leave with Auto calculate leave addition for the accrued paid leave request by the member flag turned OFF against a member. You can manually add leave in the Addition of Member module of the Finance application
Scenario 2:
The Primary Payrun Week Ending Day in the Finance Application Settings of the Staff Portal does not match with the Week Ending Pay Date as per Global Pay frequency (Weekly / Fortnightly).
While payroll processing, the 'Process assigned Member's requested leave for leave balance finalisation' checkbox is unchecked in the Generate Payslips screen of the Finance application.
👉 Action → When you click the Generate Payslips button:
- The payslip is generated without leave processing
- Leave payment calculations are not carried out for approved leave requests, resulting in no deductions from leave balances
Scenario 3:
The Primary Payrun Week Ending Day in the Finance Application Settings of the Staff Portal matches with the Week Ending Pay Date as per Global Pay frequency (Weekly/ Fortnightly).
While payroll processing, this checkbox is checked, but when the user manually unselects the 'Process assigned Member's requested leave for leave balance finalisation' checkbox, a confirmation pop-up appears on clicking Generate Payslips as shown in the figure below.
👉 Action → When you click on the Confirm button:
- Leave payment calculations are not carried out for approved leave requests, resulting in no deductions from leave balances
Scenario 4:
The Primary Payrun Week Ending Day in the Finance Application Settings of the Staff Portal does not match with the Week Ending Pay Date as per Global Pay frequency (Weekly / Fortnightly).
While payroll processing, this checkbox is unchecked, but when the user manually selects the 'Process assigned Member's requested leave for leave balance finalisation' checkbox, a confirmation pop-up appears on clicking Generate Payslips as shown in the figure below.
👉 Action → When you click on the Confirm button:
- Similar action as explained in Scenario 1 from points 1 to 4 will be performed
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