Add a Leave Case

1. From the Leave of Absence page, select Leave > Add case.

2. On the Add new case panel complete the following:

   1. Select an employee from the drop-down.
   2. Select a Category from the drop-down.
   3. Select a Reason from the drop-down.
   4. Select a Frequency from the drop-down.
   5. (Optional) To edit the Case code select Edit .
      Note:

      • The Case code will automatically populate depending leave category selections.
      • Leave will automatically append the leave case code with a Case Id that is unique within the employee.

   6. Enter or use the calendar to select a Start date, .End date, and Initial request date.

   7. Select the Case approval status from the drop-down.
   8. (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.

   9. Select Apply the Leave Case Editor page will display. Depending on the leave case you may need to complete the following sections:
      • Edit Eligibility
      • Assign, Edit Assignment or Edit Leave of Absence Rules
      • View, Manage, or Forward Leave Documents
      • Additional Information
      • Add or edit case notes
      • Edit frequency & duration
      • Manage leave of absence case notifications