Edit Case Details on the Leave of Absence page

  1. On the leave of absence page, open the Edit case details panel in one of the following ways:
    • Select one or more leave cases. Select Leave > Edit case details.
    • Right-click on the leave case and select Edit.
    • Select one or more leave cases. Select Editor. Expand Case details and select Edit.
  2. On the Edit case details panel:

    1. Select a Frequency.
    2. To edit the case code select Edit .
      Note: The Case Code is automatically updated depending on the options selected for Category and Reason. The category and reason cannot be changed.
    3. (Optional) To edit the External code select Edit .
    4. Enter or select a Start date from the calendar .
    5. (Optional) Enter or select a End date from the calendar .
    6. Enter or select a Initial request date from the calendar .
    7. Select the Case status from the drop-down.
    8. Select a Case approval status from the drop-down.
    9. (Optional) Make changes to the Case defaults.
      • Change the Paid Time.
      • Change the Tracking Time.
      • Select the Date Defaults. Deselect or select days of the week. The days highlighted in blue will be included.
      • Enter a Start Time.
      • Select one of the following from the Commit to drop-down:
        • Timecard

          Select a Transfer from the drop-down.

        • Schedule
          • Select a Transfer from the drop-down.
          • Select one of the following for Override Scheduled Shifts:

            Select Yes, and then Select the Override Scheduled Shifts Type from the drop-down to override the Full or Partial Shift.

            Select No.

    10. Select Apply.