E T IME L EAVE C ASE S ETUP & T ROUBLE -S HOOTING T IPS

Insert your slide title here Leave Case Agenda Leave Case Demo o Employee Requests Leave o Practitioner Creates a Leave Case Leave Calendar Actions Frequently Reported Leave Case Issues o Leave Hours Didn’t Commit to the Timecard o Leave Period is Signed Off – Who do I do? o Can’t Get Leave Hours to Commit to Time Card o Why Does Time Card Show double (or more) Leave Hours o What Does The Red “ ! ” Mean on My Calendar View? Wrap Up

Insert your slide title here Leave Calendar – Select an Action

Insert your slide title here Leave Calendar – Select an Action Adding Projected Leave Time Adding Projected Leave Time Over Long Range Recalculating Projected Takings Completing Projected Takings Override/Edit Projected Leave Time and Takings Committing Projected Takings to a Schedule or Timecard Undoing Committed Leave Takings Undoing Projected Leave Time

Insert your slide title here Actions - Defined Adding Projected Leave Time o Use the Add Projected Leave Time workspace to calculate paid and unpaid takings for a leave case. o The newly added projected leave time will appear on the Leave Calendar tab. If the generated takings are incomplete, either paid or unpaid is missing, an exclamation mark ( ! ) will appear next to the leave case code. Adding Projected Leave Time Over Long Range o Use the Add Projected Leave Time workspace to calculate paid and unpaid takings over a range of time for a leave case. (Generally more than a week) Recalculating Projected Takings o Use Recalculate Projected Takings to trigger the recalculation of all projected takings for all previously entered uncommitted projected leave times. The paid and unpaid horizons do not change; only leave types and leave takings values change.

Insert your slide title here Actions – Defined (cont’d) Completing Projected Takings o Use the Complete Projected Takings workspace to extend the paid and unpaid leave takings to the same end date. For example, if an employee had a projected unpaid leave time of May 31, but had a projected paid leave time of February 28, the complete project takings option extends the paid leave takings to May 31. Override/Edit Projected Leave Time and Takings o Use the Edit Projected Leave Time/Takings workspace to edit the leave times and takings that were produced based on the leave rule that was selected in the leave case. o Previously cascaded projected takings may change because of the manual user edits, so previously existing cascaded projected takings must be cascaded again starting on the first date after the last day that was edited manually. Committing Projected Takings to a Schedule or Timecard o Use the Commit to Schedule/Timecard workspace to commit projected takings to an employee's schedule or timecard. o You can commit the paid portion, the unpaid portion, or both of all leave takings.

Insert your slide title here Actions – Defined (cont’d) Undoing Committed Leave Takings o Use the Undo Commit workspace to undo committed leave takings. o In the Undo Commit Starting on Date field, enter the date on which you want to undo the committed leave takings. The date defaults to the earliest date selected in the calendar, the latest committed date for the leave case, or the start date of the time period selected in the Takings List tab. Undoing Projected Leave Time o Deleting Projected Leave Time o Use the Delete Projected Leave Time workspace to delete projected leave times. You cannot delete committed leave times.

Insert your slide title here Q: Leave Hours Didn’t Commit to the Timecard A: Click on the “Takings List” tab, scroll to the bottom and verify that hours have been committed. Projected hours do not display on the timecard.

Insert your slide title here Q: Leave Hours Didn’t Commit to the Timecard A: Time Period is Signed Off. If the time period you attempted to update falls within a signed off period, you should receive an option to perform an historical edit. Adjust the effective date and select whether to affect pay or impact accruals.

Insert your slide title here Leave Case – Historical Edit

Insert your slide title here Leave Case – Historical Edit

Insert your slide title here Leave Case – Historical Edit

Insert your slide title here Q: Leave Hours Didn’t Commit to the Timecard A: When you Project or Commit hours, always select the “Both Paid and Unpaid” Takings Type. If you select a single option you may get “No Takings”: In this example, either you chose “Paid” and the EE had no Sick/VAC, or you chose “Unpaid” and the EE had no unpaid days.

Insert your slide title here Q: Why Does The Time Card Show 16 Hours Each Day? A: If the leave case is FMLA eligible, you will see a row to track the FMLA hours. However, these are ‘non- paid’ hours, used for tracking only.

Insert your slide title here Q: Why Does The Time Card Show 16 Hours Each Day? A: If the user Projects the hours ‘twice’, the hours will double in the ‘Takings List’, and will double post to the time card.

Insert your slide title here Hours Projected Twice

Insert your slide title here Hours Projected Twice – Then Committed to Timecard

Insert your slide title here Q: What Does The Red “!” Mean on My Calendar View? A: Most often, this happens when the user fails to select a Leave Rule. This condition creates an error condition.

Insert your slide title here Q: What Does The Red “!” Mean on My Calendar View? A: Most often, this happens when the user fails to select a Leave Rule. This condition creates an error condition.