Leave Set Up For Probationary Employee (Existing User From TimeTec TA)
Introduction
Probationary employees are newly recruited workers that are in probationary/trial period, which commonly last for three months, six months or up to a year. During this probationary period, the leave allocation for the probationary employee will differ from the normal worker, until they have been confirmed by the management.
In order to ease future transition from probationary to confirmed employee, we suggest for organisations to set leave settings the same as new employees, but limit their leave application. Below is the guide on the settings.
Process
1. Add user in TimeTec Leave OR if the user has been added in other TimeTec solution, e.g: TimeTec Attendance, assign user to TimeTec Leave
Assign user to applications
Go to USER > Manage User > Assign user to applications
Select the user > Submit
Assign user to Policy
Go to Leave Settings > Leave Policy
Select Assign Policy > Select User > Assign
Assign user into Service Accrual
Go to Leave Setting > Service Accrual
Select the service accrual > Select User > Assign
Set the User Approver
Go to USER > Manage User > Leave Setting
Go to Approval > Select leave approval type > Assign user leave approver
Disable the “Request Enable” for the user
Inside the Leave Settings module, go to the Allowance tab
At the Annual Leave, click on Edit, then disable the “Request Enable” option for the user, and Submit. This will disable the leave from being applied by the user.
With this setting, probationary employees can still view their leave allocation, but can only apply leave for the allowed leave type, e.g: Sick Leave.
Note: After the user is confirmed, you may enable the “Request Enable” option to allow the user to apply leave. With this update, the Admin do not have to change the leave policy settings for the newly confirmed employee and can continue with the assigned policy settings.
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