Leave Balance Forecasting

In this topic, you will forecast the amount of leave available for a specific date prior to submitting an absence request.

Steps:

1. Click in the User ID field.

   Step 1

2. a valid value
    e.g.
   Enter
    "david.warnick"
    into the User ID field.
   Step 2

3. Click in the Password field.

   Step 3

4. a valid value
    e.g.
   Enter
    "welcome1"
    into the Password field.
   Step 4

5. Click the Sign In button.

   Step 5

6. Click the Main Menu button.

   Step 6

7. Click the Self Service menu.

   Step 7

8. Click the Time Reporting menu.

   Step 8

9. Click the View Time menu.

   Step 9

10. Click the Absence Balances menu.

    Step 10

11. The View Absence Balances page allows an employee to view their available balances by absence type. 

    Step 11

12. Click the Forecast Balance link.

    Step 12

13. Double-click in the As of Date field.

    Step 13

14. To clear the field,

    Press [Backspace].

    Step 14

15. a valid value
     e.g.
    Enter
     "10/15/2015"
     into the As of Date field.
    Step 15

16. Click the Filter by Type drop-down list.

    Step 16

17. Click the Annual Leave list item.

    Step 17

18. Click the Absence Name drop-down list.

    Step 18

19. Click the Annual Leave Take list item.

    Step 19

20. Depending on the Absence Name selected, the Current Balance for the Absence Name will be displayed.

     

    For example, Accident Leave Take will not display a current available balance.

    Step 20

21. Click the Forecast Balance button.

    Step 21

22. This message indicates that your forecast was successful.

     

    In the Forecast Balance Details section, you will have 153.76 hours of Annual Leave Take available on 10/15/2015.

    Step 22

23. Click the Return to View Absence Balances link.

    Step 23

24. Click the Home link.

    Step 24

25. Click the Sign out link.

    Step 25

You have completed the Leave Balance Forecasting topic.

Table of Contents  Start Topic