PROSOFT eleave System

Transcription

1 PROSOFT eleave System User Guide Information in this document is subject to change without notice and does not represent a commitment on the part of Professional Software Systems Pte Ltd and. The software, which includes information contained in any databases, described in this document is furnished under a license agreement or non disclosure agreement and may be used or copied only in accordance with the terms of the agreement. It is against the law to copy the software except as specifically allowed in the license or non disclosure agreement. No part of this manual may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying and recording, for any purpose without the express written permission of Professional Software Systems Pte Ltd and. The user guide is setup with examples for reference only. Details may vary according to different company policies & parameters setup in the system Professional Software Systems Pte Ltd and. All rights reserved. Companies, names, and data used in the examples herein are fictitious unless otherwise noted. 7 Temasek Boulevard #7-0 Suntec Tower One Singapore Tel:

2 PROSOFT eleave System User Guide Table of Contents Leave Application... Important Information... How to Apply Leave...2 Leave Application Form...2 How to Cancel / Modify Leave Before Approval...4 Leave Application Form For cancellation of leave...4 How to Cancel Leave - After Approval...5 Leave Application Form For cancellation of leave...5 How to Check Leave Application Status...6 How to Check Leave Status...7 How to View eleave Calendar...8

3 PROSOFT eleave System User Guide Page of 8 Leave Application Important Information - Upon clicking any Update, Append, Delete, Cancel Request or Submit buttons, your records will be SAVED and s will be sent to the Approving Officer for approval of changes. - All updates are subject to approval prior to updating into the PROSOFT Human Resource Management System modules. - For date fields, enter the details in the format indicated [dd-mm-yyyy]. You may click the button to open up a calendar and select the date from there - All relevant or supporting documents must be submitted IMMEDIATELY to HR for verification upon submission of your leave. Example : Medical chit, Marriage Certificate, Birth Certificate - Should a selection in the drop-down list be unavailable, refer to your HR administrator. - Text displayed as blue indicates your own leave record. Click the record to view details. - Text displayed as grey indicates other employee s leave. No viewing of details is allowed. - You may mouse over your own leave record to view the leave details / status.

4 PROSOFT eleave System User Guide Page 2 of 8 How to Apply Leave. Select the type of Leave that you want to apply and click the Apply button Leave Application Form Select the Date Start and Date End of date of the leave that you wish to apply. 3. Select Leave Type - st half, 2 nd half or Full Day leave. 4. Enter details of leave in the Remarks field.

5 PROSOFT eleave System User Guide Page 3 of 8 5. Click on the Check Leave Availability button and system will check for public holidays, blocked leave, off-rest days, approved leave records etc. You will not be able to apply for leave on such days. See Sample A. 6. Click on the Append button to add the leave details to the leave application. 7. Upon adding the record, the following message will appear. - Click OK to submit. - Click Cancel to modify or add in additional leave records After you have completed your entries, click Submit for Approval button. Sample A: Check Leave Availability [Note] Click the Close button to close the window.

6 PROSOFT eleave System User Guide Page 4 of 8 How to Cancel / Modify Leave Before Approval. Click the leave record that you wish to cancel, the system will bring you to the screen below : Leave Application Form For cancellation of leave Tick on the checkbox of the corresponding date that you wish to delete from the leave application request and click Delete button. 3. Click Cancel Leave button for cancellation of the entire leave application. 4. To add new leave records, select the dates and Click Check Leave Availability button and Append button, as per the Leave Application process.

7 PROSOFT eleave System User Guide Page 5 of 8 How to Cancel Leave - After Approval. Click the leave record that you wish to cancel, the system will bring you to the screen below : Leave Application Form For cancellation of leave Tick the checkbox of the corresponding date and 3. Click Submit Cancellation button. 4. Click OK on the prompt Confirm to submit Cancellation?

8 PROSOFT eleave System User Guide Page 6 of 8 How to Check Leave Application Status 2 The following are the various leave status available in eleave. - Not submitted - Approved leave application - Leave application pending for approval - Rejected leave application - Approved leave cancellation request - Approved Leave application - Cancellation request, pending for approval - Rejected Approved leave application Cancellation request. You can view by Leave Status, Leave Code, Leave Start, Leave End or Leave Taken simply by placing the cursor on the field desired and click. 2. You may mouse over the Leave Code to enquire on the leave status. Eg. if the Leave is pending, the approval name will be displayed. [Note] All Pending (approval / cancellation) or Not submitted leave records count will be taken into consideration when checking the Leave Balance days. Eg. If the Leave Balance is 2 days and there is a day pending leave record, you may ONLY apply up to the remaining days.

9 PROSOFT eleave System User Guide Page 7 of 8 How to Check Leave Status The screen displays the Annual Leave Entitlement, Earned Leave, Carry Forward, Eligibility, Annual Leave Taken and Leave Balance Counters. You may view the Leave Status for Other Leave, Off-In- Lieu and Leave with Expiry.. To change between the different Leave Status details, click the tab.

10 PROSOFT eleave System User Guide Page 8 of 8 How to View eleave Calendar The eleave calendar allows the applicant to view all the leave taken for the month By default all the types of leave records will be displayed. There are 4 types of Approval Status available for filtering : Pending, Rejected, Pending (Cancellation), Leave Not Submitted. 2. By default current month will be displayed. Click on the drop down list to select the month and year or by clicking on the previous and next button. 3. Different colours represent different days of the Calendar. 4. This indicates which employee is on leave on that day. 5. Today s date (indicated by a light blue colour). 6. List of Public Holidays for the month.