How to Track the Changes made to a User’s Leave Balances in Timetec Leave

Tuesday, December 15, 2020 FingerTec 0 Comments



Introduction
You should probably be aware that all changes that have been made to a user’s leave balances and should be able to track whenever you wish to review the details. This can be done by viewing the Audit Trail in the User Leave Settings. All specifics will be provided in that section regardless the balances were automatically updated by the system or were manually edited by an Admin. Recently, we have also enhanced the Audit Trail by adding in the updated Leave Balance after every amendment has been made. This has been done to accommodate whenever users wish to recheck any configurations made to their profile. 

Process
1. Login into TimeTec Leave > USER > Manage User.

2. Search the User Name / ID and click the ‘Gear’ symbol.

3. Click on the ‘BALANCE’ tab and click the ‘Audit Trail’ icon.


Leave Application (Approved Application)
1. Below is an example of the Audit Trail Message of Leave Application that has been approved.


Leave Application (Cancelled Application)
1. Below is an example of the Audit Trail Message of Leave Cancelled Application.


Manually Edit (Add and Deduct Leave Balance)
1. Manually Edit of Leave balance will be presented in the ‘Pencil’ icon instead of the ‘Cloud’ icon. If an admin has manually edited the leave balance, they can simply insert a message to notify users and that the message can be traced back in this module. Below is an example of a manually added leave balance command:
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2. Below is an example of Manually deducted leave balance:


Carried Forward Balance has Expired
1. Below is an example of deducted leave balance due to the expiration of Carried Forward Balance.

Import ‘Leave Taken’
1. Below is an example of Imported ‘Leave Taken’ without Deducting Balance


2. Below is an example of Imported ‘Leave Taken’ with Deducted Balance.


Cancelled Import ‘Leave Taken’
1. Below is an example of Cancelled Import of ‘Leave Taken’ without deducting Leave Balance.

2. Below is an example of Cancelled Import of ‘Leave Taken’ with deducted Leave Balance.


Replacement Credit Application
1. 
Below is an example of Approved Replacement Credit Application.

2. Below is an example of Cancel Approved Replacement Credit Application.

Disable & Reset Replacement Leave
1. Below is an example of the Disable & Reset Replacement Leave at the System Setting.


Note: If some of the screenshots or steps viewed here are different from the ones in the current system, this is due to our continuous effort to improve our system from time to time. Please notify us at info@timeteccloud.com, we will update it as soon as possible.

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