Record time off for someone
On the person's page, under Leave and absence, choose Record time off or Report sickness. It works as it does for the person themselves: see Ask for time off or report sickness. Whoever decides it is told as usual.
The leave year and the grant
Each employment has a leave policy. The policy grants a fixed number of hours for each leave year, starting on the day the policy's year starts. It is the employer's own figure, not a statutory calculation. In the sandbox the policy grants 120 hours a year.
Adjust a balance
- Beside the balance, choose Ledger and adjustments. The ledger lists every grant, use and adjustment for the year.
- Under Record an opening balance or an adjustment, choose the Kind: Adjustment or Opening balance.
- Enter the Hours (negative takes away) and a Reason.
- Choose Record.
Restricted notes on sickness
A sickness absence has a Restricted notes panel for HR administrators and the HR lead. Choose Show the notes to read them; opening them is recorded in the audit trail. To add one, write it in Add a note and choose Add.
Notes are never shown to the person's manager, and never sent to Payroll or Training.
Evidence
The Evidence panel on a sickness absence says whether evidence, such as a fit note, has been Received. Choose Mark as received when it arrives. The document itself cannot be stored in HR yet.