HRMS Help > Site Staff > Leave Balances

User Roles: System Administrator, General User, HR Staff Action Officer, Staff Action
Last Updated: Dec 20, 2023 1:10 pm


Table of Contents

Quick Facts
Configuration
Where to Locate Balances
Employee Leave Search
Employee Leave Search Results
Employee Leave Details

Quick Facts



Configuration


In order for employee leave balances to be imported into HRMS, "Payroll to HRMS" must be set to Yes in the Payroll Information section of LEA Settings. (See below)

     Image of Payroll To HRMS=Yes
Note that if LINQ/ISIS 6 is selected as "Payroll System in Use", the "Payroll to HRMS" option is not available.

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Where to Locate Balances


Select "Employee/Employee Page" from the HRMS Home Page, then "Leave Balances" from the "Views" dropdown.

     Image of Select Leave Balances Option

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Employee Leave Search


There are several options available to find employees. In this example, site 308 was selected for the search.
  1. Enter the SSN in the Search Value box and click on the SSN button.
  2. Enter the Last Name in the Search Value box and click on the Last Name button. Note that you can enter the first few characters of the Last Name and uncheck "Exact" if desired.
  3. Either enter the Site Code in the Search Value box or select the "Site List" link and select the site, then click on the Site Code button.
  4. Note that unchecking the "Exact" box only works with the Last Name option.
     Image of Leave Search Fields

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Employee Leave Search Results


Search results display. Click on the employee for display of leave balance data.

     Sample of leave search results
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Employee Leave Details


Details of the employee's leave display. See below.

     Sample of employee leave details
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