| Document | Document Type | Description |
|---|---|---|
| System-Level Leave Setup | ||
| QRG Leave Setup and Processing - Key Information | Information Quick Reference | Outlines useful information relevant to Leave within 2cloudnine Payroll. The document includes definitions, prerequisites, and other non-instructional information relating to Leave. This includes details on creation and management of Leave Rules, Payee Leave Rules, and Leave Templates, along with the taking of Leave Events, Accruals, etc. |
| QRG Setup Leave Rules | Task Instructions | How to set up a Leave Rule that defines when and how each type of Leave will be used and accrued at a system level. This includes creating new and editing existing Leave Rules. |
| QRG Setup Leave Rule Items | Task Instructions | How to set up Leave Rule Items to relate to Leave Rules for accruals. |
| QRG Setup Leave Templates | Task Instructions | How to set up a Leave Template. This includes creating new and editing existing Leave Templates. |
| Document | Document Type | Description |
|---|---|---|
| Payee-Level Leave Setup | ||
| QRG Setup Payee Leave Rules | Task Instructions | How to set up a Payee specific Leave Rule (Payee Leave Rule) that defines when and how it will apply to an individual Payee. This includes creating new and editing existing Payee Leave Rules. |
| Document | Document Type | Description |
|---|---|---|
| Managing Payee Leave Events | ||
| QRG Create Leave Cash Out - Payroll Users | Task Instructions | How to create Payee Leave Events of Record Type Leave Cash Out, as Payroll Users. |
| QRG Create Leave Credit - Payroll Users | Task Instructions | How to create Payee Leave Events of Record Type Leave Credit, as Payroll Users. |
| QRG Create Leave Takes - Payroll Users | Task Instructions | How to create Payee Leave Events of Record Type Leave Take, as Payroll Users. |
| QRG Payee Leave Forecast | Task Instructions | How to forecast a Leave Balance to a defined future date. |
| QRG View Leave Balances | Task Instructions | How to view Leave Balances using various methods like the View Balances tool, the Balance Movement tool, and the Payee Leave Rule. |
| QRG Send Email Notifications to Leave Approvers | Task Instructions | How to send email notifications to Leave Approvers |
| Document | Document Type | Description |
|---|---|---|
| Managing Adjustments | ||
| QRG Payee Leave Transfer | Task Instructions | How to transfer the Payee Leave to a new Payee Leave Rule or an existing Payee Leave Rule. |