Managing Leave Balances
This guide is designed to walk you through the process of managing employee leave balances within Helios. It will provide instructions on both adding leave balances to an employee's record and deducting leave balances when necessary.
1. Click here to expand the "Employee Time" tab.
The left-hand menu must be expanded like the picture for this guide to work properly. Click the three blue lines on the top left of the page to expand this menu if necessary.
2. Select Leave Balances
3. Here you will be prompted to enter an employee name. Type in the name of the employee you would like to alter the leave balances for. Then click "Next".
4. Select an Employee
5. In this section, you'll find an overview of an employee's leave balance information. It provides a summary of the remaining leave days an employee has and specifies the respective leave category they belong to. This helps you quickly assess an employee's available leave.
6. In this section, you can view the balance of sick days, which may be either coming from a "carryover" or have been transferred from the previous school year. This information helps you track and understand how the employee's sick leave days are accumulated or rolled over from one year to the next.
7. In this section, you can view the balance of sick days, which may be either coming from a "carryover" or have been transferred from the previous school year. This information helps you track and understand how the employee's sick leave days are accumulated or rolled over from one year to the next.
8. This is the section where you can view how much of the employee's leave balance has been used. It shows the amount of leave that has been taken or deducted from their total balance.
9. This is the section where you can view how much of the employee's leave balance has been used. It shows the amount of leave that has been taken or deducted from their total balance.
10. This page displays a calendar that provides an overview of all the periods of time when the specific employee has taken time off. It's a visual representation of the employee's leave history within the selected time frame
11. This page presents a list of records for a specified time period. It details the days when the employee took time off and any adjustments made to their leave balance during that time, including any specific reasons for these adjustments.
12. In this section, you can adjust the specific time period for which you want to see information related to leave balances or make any necessary modifications. This allows you to focus on a particular timeframe and make relevant changes as needed.
13. Click on "Add New" to create a new leave balance record in the employee's file. This is where you can either deduct or add leave balance or make adjustments to an existing leave balance. It provides a convenient way to manage and track the employee's available time off.
14. "Mark" refers to the type of leave balance that you want to use when modifying an employee's leave balance. You have options such as "carryover," "accrued," or "used" to specify how the adjustment should affect the employee's available leave balance.
15. This is where you can specify the starting date for the entry or modification you're making in the system. It's the date from which the change will be applied to the employee's leave balance.
16. This is where you can specify the end date for the entry or modification you're making in the system. It's the date until which the change will be applied to the employee's leave balance.
17. In this section, you will specify the exact amount of time taken off or added to the employee's leave balance. This could be a specific number of hours, days, or any other relevant unit of time, depending on your organization's leave policy.
18. In this section, you can specify the unit of time for the amount entered in the previous field. For instance, if you entered "5" in the previous field, you can specify here whether this "5" represents hours, days, or any other relevant time measurement, based on your organization's leave policy.
19. In this field, you can specify the reason for adding this new entry.
The selected reason will correspond directly to the "Type" of leave balance on the Leave Balance page.
The balance being added or deducted will be reflected in the specific type of leave balance you choose. This helps to categorize and track changes in leave balances for different purposes or reasons.
20. In this field, you have the option to add a return date if it's applicable to the new entry you're making. A return date is the date on which the employee is expected to return to work or resume their regular duties after taking a leave. If this adjustment doesn't involve a return date, you can leave this field empty. However, if there's a specific date when the employee is scheduled to come back, you can enter it here for record-keeping and planning purposes.
21. This field allows you to include a comment or note related to the entry you're making. Adding a comment can provide additional context or details about the entry. It could be used to explain the reason for the entry, provide further information, or any other relevant notes. Comments are useful for maintaining a clear and comprehensive record of leave balances and associated adjustments.
22. Press [[Space]]
23. This option allows you to save any changes or entries you've made. Clicking "Save" ensures that the modifications you've entered, such as adjustments to leave balances or associated details, are recorded and stored in the system. It's an important step to confirm and apply the changes you've made.