Staff leave

Staff leave is kept in Staff & HR. Each member of staff has an allowance of casual, sick and other paid leave. Requests come from the office or from the staff member in the staff portal or Staff app. When a request is approved, the ERP writes it into the staff attendance register at once, and payroll reads that attendance: paid leave keeps the wage, unpaid leave reduces it.

Before you start#

• Your role needs the Staff & HR permission.
• The school calendar should be up to date, because holidays and weekly days off are not counted as leave. See Attendance.

Set a leave allowance#

1. Open Staff & HR › Staff directory and select Edit on the person's row. (For a new member of staff, use the same fields in Add staff.)
2. Under Leave allowances, choose the Leave allowance basis:
   • By academic session: the whole year's allowance is available from the first day. Nothing carries forward to the next year.
   • By month: the figures are per month, and the allowance grows each month of the session.
3. Enter Casual leave (CL), Sick leave (SL) and Other paid leave. Half days are allowed (for example 7.5).
4. Enter the Half-day request limit. 0 means no extra limit on half-day requests.
5. Save the record.

Record a leave request in the ERP#

1. Open Staff & HR › Staff leave register.
2. Open Record a staff leave request.
3. Choose the Staff member and the Leave type: Casual leave (CL) · paid, Sick leave (SL) · paid, Other paid leave or Unpaid leave.
4. Set From and To.
5. In Duration, choose Full working days, or Half day · one date.
6. Type the Reason and select Submit leave request.

The request appears in Leave requests as pending. A pending request holds its days from the allowance until it is decided or withdrawn.

Staff can also send requests from the staff portal or the JPX Staff app (Cloud edition). They appear in the same register.

Approve, reject or cancel leave#

1. In Leave requests, find the request.
2. Select Approve or Reject. For approved leave, Cancel approved leave is also available.
3. Add a Review note. A note is required to reject or cancel.
4. Select Confirm approval, Confirm rejection or Confirm cancellation.

Read the balances#

The table at the top of Staff leave register lists everyone with their basis and, for CL, SL and other paid leave, the days remaining / accrued, with how many are approved and pending.

How leave reaches payroll#

• Paid leave keeps the day's pay.
• Unpaid leave counts once as loss of pay.
• A half day uses half a day from CL, SL or other paid leave.
• School holidays and weekly days off inside the dates are not counted.

Good to know#

• Approved leave also tells Timetable & Substitution which teachers are away, so their periods can be covered. See Timetable and substitution.
• The register shows the session chosen in the sidebar.

Troubleshooting#