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Leave Expansion

Leave expansion determines how leave will impact scheduling and timecards. The Expansion tab allows users to specify, at the employee group level, which pay code and absence shift activity will be applied to a leave type. Methods are used to control pay code/shift activity assignment. Only clients who use Quadrant Workforce to generate timecards need to set up a payroll method, and only clients who use Quadrant Workforce's scheduling component need to set up a scheduling method. Timecards for an approved leave are created in the pay period in which the leave occurs.

In This Section

To assign payroll methods to employee groups

To add additional employee groups that use different methods and details

To assign scheduling methods to employee groups

See Also

Leave Type Configuration

Creating a Leave Type

Configuring Leave Type Eligibility

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To assign payroll methods to employee groups
  1. Open the Configuration menu, and then the Leave Management window.
  2. Click the Expansion tab.
  3. Select a leave type from the Employee/Item list box on the Explorer.
  4. Click Add.
    The Expansion dialog opens.
  5. Select the employee groups that you want to apply the payroll method to in the Available Employee Groups pane, and use the blue arrows to move them into the Selected Employee Groups pane.
    Ctrl + click to make multiple selections, or use the double arrow to move all available selections at once.
  6. Click an employee group in the Selected Employee Groups pane.
  7. Select a method from the Payroll Method list box.
    Details appear, according to the method selected. Some methods will only use one detail while others will use multiple details. Methods and details are configured by the client and will vary from site to site.
  8. Click in the Value field beside a detail to activate a drop-down arrow, and then select a value to apply to the detail.
    The methods and details selected are applied to the employee groups listed in the Selected Employee Group pane.

  9. Click OK.
    The Expansion dialog closes.

See Also

Leave Expansion

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To add additional employee groups that use different methods and details
  1. While still on the Expansion tab of the Leave Management window, click Add.
    The Expansion dialog opens. If you followed the steps outlined in the procedure above, there will already be one or more employee groups with assigned method and details in the Selected Employee Groups pane.
  2. Select employee groups in the Available Employee Groups pane and use the arrows to move them into the Selected pane.
  3. Select a payroll method.
  4. Select values for the details attached to the method.
  5. Click OK.

As well as assigning payroll methods and details to employee groups, if the client uses Quadrant’s scheduling functionality, you also need to apply a Scheduling Method to the employee groups attached to a leave type. The process is basically the same as applying payroll methods and details.

See Also

Leave Expansion

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To assign scheduling methods to employee groups
  1. While still on the Expansion tab of the Leave Management window, click Edit.
    The Expansion dialog opens.
  2. Select a method from the Schedule Method list box.
    As with payroll methods, when you select a schedule method, one of more details requiring values appear in the Schedule Method section of the Expansion dialog.
  3. Click in the Value field beside a detail to activate a drop-down arrow, and then select a value to apply to the detail.
  4. Click OK.
    The Expansion dialog closes.

Note! When a shift type is configured in the Shift Setup window, activities are associated with the shift. These are the same activity codes that are associated with Schedule Methods on the Expansion dialog.

Now, when the leave type is selected on QHRnet, the payroll and scheduling properties are automatically applied to payroll and scheduling.

See Also

Leave Expansion