Touring the Leave Request Setup Page

General Information

Use the General Information area at the top of the Leave Request Setup page to type a message to your employees that can display on the selected request page. This message may include additional directions to completing a request, school policy notices, or any other type of message. You can enter a different message for each request page.

You have option to display or not display the general information for the request. You can also change this message at any time.

To define the leave request system options:

1. Click the Request Setup link on the Admin Home page.

2. Click the Request Type Drop Down List button and select Leaves from the list. The Leave Request Setup page appears.

3. Optionally, type a general message to your employees. Click here for more details.

4. Click the Display Leave General Information check box to display the General Information message in the Leave Request Queue.

5. Click the button to save the leave request settings.

User-defined

Allow employee to enter leave request time greater than date range

Click this check box to allow employees to enter a Duration in Days value that exceeds the entered leave request date range when submitting a daily leave request.

Your organization may want to use this option if your employees' work week changes to a 4-day work week (10 hours per day during the summer months).

Leave this check box clear to not allow employees to enter a Duration in Days value that exceeds the entered leave request date range.

Check box is not selected

Allow previous employee job to be used if active job is not found on Leave Start Date

Click this check box to use the leave request date to select the active job to which a leave request applies. If a current active job record is not found for the leave request date entered, the employee's last active job record is used to determine the approval group to which the employee belongs so that the request is correctly routed. This allows the employee to request leave for the next school year.

Leave this check box clear to select the active job to which the leave applies. If the employee does not have an active job as of the leave request date, the employee is prevented from entering the leave request.

Check box is not selected

Proxy Type

The Proxy Type field displays directly below the General Information section. Click the Drop Down Arrow button to select the option that identifies the method used to approve a proxy leave request after it is entered.

• Bypass approval hierarchy — this is the default option.  When this option is selected, the approver approves the proxy leave request as a final approver. The proxy leave request will bypass the approval hierarchy.  

• Resume approval hierarchy at reviewer level — when this option is selected, the approval process for the proxy leave request starts at the level in the approval hierarchy currently assigned to the approver that submitted the proxy leave request. The proxy leave request is processed normally through the remaining levels of the approval hierarchy until it is finalized.  

• Resume at lowest hierarchy level — when this option is selected, the proxy leave request follows the assigned approval hierarchy, starting at the lowest level and going to the highest level. 

When a proxy leave request is entered, the employee receives an e-mail notification message that a request was entered on their behalf, and Alio is updated the same as a regular leave request when it is finalized.

Bypass approval hierarchy

Enable Integration

Click to select the Enable Integration check box to enable the Absence Management Integration process in LINQ EP.

When this option is selected, an Absence Management automated task will run (based on automated task schedule settings) to integrate leave records.

FTP Port

Enter the FTP Port provided by Absence Management.

FTP URL

Enter the Absence Management FTP site URL in the following format:  ftp.aesoponline.com

FTP File Name

Enter the full path file name provided by Absence Management (i.e. /FromAesop/12345_##Alio-LINQ EP_2335.csv).

FTP User Name

Enter the user name to access the FTP site.

FTP Password

Enter the password to access the FTP site. The password is masked with asterisks (**). It is encrypted when saved.

Historical Days

Enter the historic day value set by Absence Management for the import file.

This is a 2-digit field. The default value is 0.

Leave  Type

This column lists a link to each leave type that may be available to the employees in your organization.

Lead Days

This column contains the number of days prior to the leave start date that the employee must submit a request for this type of leave.

Historic

This column contains the maximum number of days an employee can submit a leave request after leave has been taken. The administrator can use this field to allow employees to submit historic leave requests.

Tracking

Yes displays in this column if this a tracking leave type. No displays in this column if this is not a tracking leave type.

Tracking leaves are not accrued but they are recorded in Alio. Examples of tracking leaves include jury duty, military leave, and family medical leave (FMLA).

Min Days

This column contains the minimum number of days the employee may request for this type of leave, if this is a Daily leave.

Min Hours

This column contains the minimum number of hours the employee may request for this type of leave, if this is an Hourly leave.

Active

Yes displays in this column if the leave type is active; No displays if the leave type is not active. Inactive leave types are not available to the employee when submitting a leave request.

Edit

Click the Edit button button that corresponds to the leave type to be modified. The Edit Leave Type page appears.

Delete

Click the Delete button to delete the leave type. The administrator cannot delete a leave type if there are pending leave requests for that type of leave.

Name

This column lists a link to each leave calendar group that may be available to the employees in your organization.

Click a Leave Calendar Group link to open the Edit Leave Calendar Group page.

Description

This column contains a description of the leave calendar group.

Approval Group Membership

This column contains the number of approval groups in your organization that are using this leave calendar group.

Click the link to view the approval group list.

Has Cutoffs

Yes displays if this leave calendar group has defined cutoff values. No displays if this leave calendar group has no defined cutoff values.

Edit

Click the Edit button button that corresponds to the leave calendar group to be modified. The Edit Leave Calendar Group page appears.

Delete

Click the Delete button to delete the leave calendar group. The administrator cannot delete a leave calendar group if approval groups are using that leave calendar group.