Vacation Calculation and Settlement Statement
In this application the employees' vacations are calculated, and the settlement statement are generated.
Go to:
Human Resources → Vacation Management → Vacation Calculation and Settlement StatementThe initial screen displays the following sections:
- Search Vacation Calculation: Allows you to search for the vacation calculation periods of the managers and/or employees already registered.
- Vacation Calculation and Settlement Statement: Displays the vacation calculation periods of the managers and/or employees already registered; also, the result of the searches performed.
Search Vacation Calculation for Managers and Employees
To perform the search of the Managers and/or Employees vacation, please follow the steps below:
Go to:
Human Resources → Vacation Management → Vacation Calculation and Settlement StatementIn the section
Search Vacation Calculation enter the information corresponding to the managers and/or employees you are looking for, in the following fields:
Field | Description |
Employee Name
| Legally registered names of officers and employees. |
Department
| Select the department of the employee.
|
Vacation Year
| Enter the Year you want to consult.
|
Click on the
Search button.
The
Vacation Calculation and Vacation Settlement Statement section will display the search result.
You can enter one or several fields; depending on the fields will be the filters used in the search.
Vacation Calculation
To calculate the vacation periods of Managers and/or Employees, previously the vacation periods must be generated and perform the following steps:
Go to:
Human Resources → Vacation Management → Vacation Calculation and Settlement StatementIn the section
Vacation Calculation and Settlement Statement press the
Insert icon.
Enter the information in the following fields corresponding to the vacation period of the managers and/or employees in
Register Vacation Calculation:
Field | Description |
Employee Name
| Indicate the employee for whom the vacation is being calculated. |
Pending Vacations | Select the vacation period from which vacation days will be taken.
If you can take two periods on the same statement to achieve this you MUST MARK the periods by pressing the CTRL keys as they are marked and press ENTER when you select the required periods. |
Start Vacation Date
| Enter the Vacation start date or select from the calendar. |
To | Enter the date of the last day of vacation or select from the calendar. |
No. of Business Days
| Displays the calculated working vacation days. |
Observation | Comments regarding the vacation that is being calculated. |
Click the Add button. Click on the Ignore button.
Search for the officers and/or employees whose vacation were calculated in the Register Vacation Calculation section.
In the section Vacation Calculation and Settlement Statement will show the vacation calculation registered with Register status.
In the Calculation Vacation column press the check box of the generated vacation calculation(s).
To generate the statement, press the Calculation Vacation button.
Click on the Receipt icon in the Receipts column to display the calculated vacation statement.
Modification of Vacation Periods
To modify the vacation calculations of managers and/or employees already registered, perform the following steps:
Calculations with register status are the only ones that can be modified.
Go to:
Human Resources → Vacation Management → Vacation Calculation and Settlement StatementPerform a search in the
Search Vacation Calculation section and/or press the
Edit icon in the SEL column of the
Vacation Calculation and Settlement Statement section of the managers and/or employees whose vacation calculation is to be modified.
Enter/edit the required information in the fields of the
Register Vacation Calculation section.
The Corresponding Period field must be re-selected.
Press the Save button.
Elimination of Vacation Periods
To delete the vacation calculation of managers and/or employees already registered, perform the following steps:
Calculations with register status are the only ones that can be deleted.
Go to
Human Resources → Vacation Management → Vacation Calculation and Settlement StatementPerform a search in the
Search Vacation Calculation section and/or press the
Edit icon in the SEL column of the
Vacation Calculation and Settlement Statement section of the managers and/or employees whose vacation calculation is to be deleted.
Press the
Delete button.
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