To record a determination decision:
Within the Leave Types section; expand the chosen Leave Type
Click on the Determination tab - this will display any previously recorded Determinations for the leave type
To add a new determination, click on Add Determination
Enter any determination details and click on Save
The new determination will now be displayed in the Determination grid
Important Fields in this Section:
Determination - options include Approved, Denied, Pending, and Appeal. This field is used to generate automated LeaveXpert tasks.
Determination Sent Date – used to record the date that correspondence was sent to the employee regarding the determination decision.
Determination Begin and End Dates – used to record the period of time that corresponds with the determination of approved, pending, or denied. These fields are used to auto-populate standard LeaveXpert letter templates.
Leave Requested Dates - used to record the employee's requested dates of absence. These fields are used to auto-populate standard LeaveXpert letter templates.
Approved Time per Week or per Month – in the case of reduced schedule or intermittent leaves, this field can be used to record the maximum hours per week the employee may be absent