You can verify an employee’s eligibility for each applicable Leave Type: 

  1. In the Leave Types section

  2. Expand the chosen Leave Type

  3. Choose the Eligibility tab

  4. Eligibility details are located within the Eligibility section

 

Important Fields in this Section:

  • Eligible - options include Pending, Eligible, Ineligible  - standard LeaveXpert tasks will generate if a case is in an Pending state for more than 5 days after being opened

  • Hrs Worked Required and Months Worked Required – these fields display the eligibility requirements for the chosen Leave Type.  For additional information on eligibility requirements, refer to the LeaveXpert Family, Medical, and State Leaves Compliance Guide located in the LeaveXpert Knowledge Base within the Help section.

  • Hrs Worked Actual - this field is used to enter the actual hours worked by the employee.  This field may be auto-populated if time and attendance data is sent to Optis.  

  • Months Worked Actual – this field is calculated based on the Date(s) of Hire entered for the employee.  The field can be edited by the Leave Specialist.