Purpose
The purpose of this quick reference guide is to step through the process of creating Leave Templates. The intended audience for this document are System Administrators and Standard Users.Steps
Create a new Leave Template
To create a new Leave Template record, follow these steps:- Click on the App Launcher icon. (See Figure 1)
- Go to the Leave Templates object by using the Search function. (See Figure 2)
- Click New. (See Figure 3)
- Populate the following required fields to provide the base details of the Leave Template record:
(See Figure 4)
- Leave Template Name
- Effective Date
- To set an expiry date for the Leave Template record, populate the Expiry Date field. If left blank, no Expiry Date will apply. (See Figure 4)
- Click on the Save button.
- A new Leave Template record has been created. (See Figure 5)
- After creating the record, click on the Related tab. (See Figure 6)
- Navigate to the Leave Template Items panel and click on the New button.
- Populate a Leave Rule that you would like to add to this Leave Template. (See Figure 7)
- Click on the Save button.
- The Leave Rule has been added to the Leave Template. (See Figure 8)
- Repeat steps 9-11 for each additional Leave Rule that should be included in this Leave Template.
Leave Template records CAN NOT be deleted if they have related records or are used in
other records. Deleting records is not recommended unless absolutely essential.
- To modify an existing Leave Template record, open the required record and select the Edit button available on the top right side of the page. You can also double click in any of the fields that need editing or just click on the pencil icon that appears within fields when you move your cursor over the field.
- When complete, click on the Save button.