Recording Leave

To record leave for an employee first, find the relevant employee record. To do this, select Employees in the main menu and then search for the employee.

Once you are viewing the employee record, switch to the Leave tab.

Existing Leave

If you have already recorded leave for this employee, then it’ll be listed here.

View Mode

You can use the View Mode toggle to decide whether to view it in a list or as a calendar.

Select an entry to edit it.

Adding Leave

Click the Add Leave button to record new leave.

Type

Select the type of leave that you are recording. Options are:

  • Unauthorised Absence
  • Holiday
  • Sick Leave
  • Maternity Leave
  • Paternity Leave
  • Adoption Leave
  • Shared Parental Leave
  • Bereavement Leave
Only leave of type Holiday will reduce the employees holiday allowance.

Payment

Choose to either Pay as Usual, Don’t Pay, or Statutory Pay.

Note that Statutory Pay is only a valid option for certain leave types.

From and To

Enter the dates for the leave.

You cannot have half-days for certain leave types, and the AM/PM option may not show.

Baby Due Date / Matching Date

For some statutory leave types, you will also be asked to provide this date too.

Average Weekly Earnings

We calculate an employee’s Average Weekly Earnings (AWE) when determining how much pay is due for some statutory leave types.

Generally, the calculation is automatic, but there are times when the figures are not available, or you may want to override the value.

Override Amount

We will automatically work out the appropriate amount to pay for Statutory Pay such as SMP, SPP, etc.

You can override this if required.

Select the Override payment amount or description link, and boxes will appear for you to override either or both the amount, or the description.

Notes

You can enter anything you like in this field. It is for reference only.

Documents

Here you can attach supporting documentation for the leave. Select Choose File and browse to the document location, double click on it and then select Upload.

You can delete any attached documents you no longer need by clicking on the red cross.


Need more help? Email hello@staffology.co.uk