Case Management
Optis proactively monitors additions and changes to federal and state leave regulations. When changes occur, Optis will provide a notice outlining the chan...
Fri, 6 Jan, 2023 at 10:07 AM
Yes, within Employee Details, users may check FMLA Eligibility by clicking on the FMLA Inquiries tab within the Profile screen. From the FMLA Inquiries tab,...
Wed, 5 Jun, 2019 at 12:33 PM
Any leave of absence may have one or more Leave Types that apply to the leave situation. The Leave Type section will automatically display any Leave Type...
Wed, 5 Jun, 2019 at 12:30 PM
You can verify an employee’s eligibility for each applicable Leave Type: In the Leave Types section Expand the chosen Leave Type Choose the Eligi...
Wed, 5 Jun, 2019 at 12:29 PM
Once you have determined that the employee meets the Leave Type eligibility requirements, you can verify that they have time available under the Leave Type ...
Wed, 5 Jun, 2019 at 12:37 PM
To close a LeaveXpert case: Within the Case section Click on Close Case located in the case header Enter the Close Reason and any corresponding not...
Wed, 5 Jun, 2019 at 12:27 PM
Much of the information regarding the case will be recorded within the Leave Details Summary tab. When you access a LeaveXpert case, the Leave Details scre...
Wed, 5 Jun, 2019 at 12:30 PM
To re-open a LeaveXpert case: Go to the Case section Click on the Reopen Case link located in the case header Enter the Re-open Reason and any cor...
Wed, 5 Jun, 2019 at 12:38 PM
There are four methods that can be used to create a case: 1) via the Employee Details, (2) via the Case grid, (3) via the Claims grid or (4) via the Leave R...
Wed, 5 Jun, 2019 at 12:39 PM
There are eight standard sections displayed within the leave case: · Leave Details is where you will manage key information about the leave of absence incl...
Wed, 5 Jun, 2019 at 12:40 PM