How do I set up an employee to submit leave requests? (Connect Online)
Connect Online - Managers
Allow employees to use Connect Online to request time-off. Before employees can use Connect Online to request leave, you'll need to set up the user with the user rights to access the Requests page and then you'll need to make sure the pay code on the leave request form is also listed as a pay code in the employee's setup.
Before you get started
Set up a leave request type in Human Resources. See the help topic titled How do I add a request form?
First, set up user access to the Request page
Change the user's security settings to allow the user to access the Request page.
Do this...
1. Open Connect System Management > Security > Setup/Modify User Rights.
2. Look up an employee and then press Enter.
3. Click to select the Connect Online tab.
4. Expand the Payroll > Employee section and then click to select the checkbox to Explicitly Allow the employee to view OR edit.
You can grant the employee access to view, edit, or view and edit. However, the employee must have at least one checkbox selected to launch the Requests page.
Connect Online tab: Setting up Payroll to explicitly allow user access
6. Click Save (CTRL+S).
The user can open the Requests page in Connect Online.
27Feb2018
First, set up a user as a requester
Update the user's position settings in Payroll to give the user the ability to submit a leave request. The user must be assigned to a department with a leave request type.
You will need a leave request form before you continue. To set up a leave request form, see the help topic titled How do I add a request form?
Do this...
1. Open Connect Payroll > Employees > Modify Existing Employees.
2. Look up an employee and then press Enter.
3. Click to select the Positions tab.
4. Click to select a position from the Positions table.
5. Verify the department assigned to the position is set up to allow leave requests.
Positions tab in Modify Existing Employees
Is the department assigned to the leave request form?
Yes, the department is assigned to the leave request form. You're good to go.
No, the department is not assigned to the leave request form. You'll need to assign the department to the leave request form. Go to Connect Human Resources > Organization > Requesters to look up the leave request form. Click the Select Departments button to add the department to the list of requesters.
Select Departments button
I'm not sure. Go to Connect Human Resources > Organization > Requesters to look up the leave request form to see if the department is assigned to it. The information you need is located on the Requesters tab.
Requesters by Departments
08Mar2018
Second, assign the leave request pay code to the user
The user needs to have the leave request pay code that's assigned to the request form as a pay code on their position setup.
How do I find out which pay code is assigned to the request form?
Go to Connect Human Resources > Organization > Requests. The pay code is saved on the Request tab.
How do I assign the leave request pay code to a user?
Use Modify Existing Employees in Payroll to review the pay codes that are assigned to the employee.
Do this...
1. Open Connect Payroll > Employees > Modify Existing Employees.
2. Look up an employee and then press Enter.
3. Click to select the Pay Codes tab.
4. Use the column on the left to look for the leave request pay code.
Pay Codes tab in Modify Existing Employees
Is the leave pay code used on the leave request form listed as one of the employee's pay codes?
Yes, the leave pay code is listed as one of the employee's pay codes. You're good to go.
No, the leave pay code is not listed as one of the employee's pay codes. Click the Select Pay Codes button to add the leave request pay code to the list.
Select Pay Codes button
2019.11
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