QRG Payee Leave Forecast

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Purpose

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Steps

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Leave Forecast

1. Go to the Payee record.
   1. To identify a Payee record from an Employee record, enter the Employee name into the Global Search. (See Figure 1)

2. Select the Employee record from the suggestions provided. (See Figure 2)
3. Open the Related tab.
4. Identify the Payee record(s).
5. Select the Payee record.

2. Within the Payee record, navigate to the Leave tab. (See Figure 3)
3. Click on the Forecast sub-tab.

4. To forecast the estimated leave balance available at a specific date in the future using the Payee’s actual standard hours, click on Based on Actual Hours and populate the following required fields to provide the base details of the Leave Forecast: (See Figure 4)
   1. Define the Forecast To
   2. Click Calculate to calculate the forecast hours
   3. Click Save to save the forecasted leave (if required).
   4. To forecast leave for a different date, click Clear.

5. To forecast the estimated leave balance available at a specific date in the future, based on a Payee’s average hours over a specified number of pay periods, click on Based on Average Hours and populate the following required fields to provide the base details of the Leave Forecast: (See Figure 5)
   1. Define the Forecast To
   2. Define the number of Pay Calendar Periods to use as the average hours
   3. Click Calculate to calculate the forecast hours
   4. Click Save to save the forecasted leave (if required).
   5. To forecast leave for a different date, click Clear.

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Field Descriptions

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Further Information