Purpose
The purpose of this quick reference guide is to step through the process of viewing Leave Accruals via the Payee Leave tab. The intended audience for this document is Standard Payroll Users.Steps
A Payee’s detailed Leave Accruals and complete breakdown of Leave for a particular period can be seen via:- Leave tab
- Pay Batch Manager (Please refer to QRG View Leave Accruals via Pay Batch Manager)
Leave Accruals via the Payee Leave tab
To view Leave Balances via the Payee Leave tab, the following steps should be completed:- Go to the Payee record.
- To identify a Payee record from an Employee record, enter the Employee name into the Global Search (see Figure 1).
- Select the Employee record from the suggestions provided (see Figure 2).
- Open the Related tab.
- Select the Payee record for the Leave Accruals to be reviewed.
- Navigate to the Leave tab and click on the Balance Movement sub-tab (see Figure 3).
- A chart will display the individual accruals across each Leave Type, along with any Leave Credited, Leave Cashed Out, and Leave Taken. Click View Report if you wish to navigate away from this Payee record, and open the Payee Leave Balance Movement Report within the standard Reports object, displaying the tabular report underneath the chart shown here (see Figure 4).
