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Available Leave Setup Guide

Once you’re ready to start using Available Leave on ASSP, you’ll need to make some decisions.

  • Which entitlement codes will display in Available Leave? Are these codes the same for all employees?

  • Should some text appear within Available Leave? If you have French-speaking employees, what French text should be displayed?

  • Should you adjust the default colours and icons for each type of leave?

Go to the Available Leave Overview to learn more about the Available Leave.

Have some additional employee entitlements you need to set up before getting started? Go to Entitlement Configuration for more information.

Entitlements and Available Leave use many of the same settings. If you’re already using Entitlements and don’t need to change the codes and text that display, you can skip to Add Available Leave to the Menu.


Recommended Setup

The recommended setup is to add the same entitlements for all employees and leave the colours and icons as:

  • Vacation time is green with a plane.

  • Banked time is blue with a bank.

  • Sick time is yellow with a sick emoji.

If you’re ready to get started with the recommended setup, skip to the Update the Entitlement Display section.

You’ll need to check out the Advanced Setup Guide to change the colours and images or set which entitlements display for each pay group.


How to Update the Entitlement Display

You’ll want to review the codes you want to display to ensure they’ll correctly display in either dollars or units, along with the names you’d like.

Before you can get started updating the web settings, you’ll need to know:

  • Whether you’d like each entitlement to display in dollar amounts or units.

  • The name you’d like to display for each entitlement.

  • The earning codes that take from each entitlement.

Step 1: Open Deduction/Benefit Code in the Avanti Desktop Application.
By default, this can be found in Canadian Payroll >> Employer Payroll Tables.

Step 2: Select the code you’d like to review and click Modify,

Step 3: Review the Full Name and, if your company displays ASSP in French, the French Name. Adjust if wanted.

This will display here:

Step 4: On the Entitlements tab, confirm the Display in is what you’d like to display in the card. Adjust it, if desired, then select OK. You can select either:

  • Units

  • Hours

This will display here:

Step 5: Repeat Steps 2 to 4 for each leave entitlement you’ll display.

Step 6: Open Earning Codes in the Avanti Desktop Application.
By default, this can be found in Canadian Payroll >> Employer Payroll Tables.

Step 7: Select the take leave code you’d like to review and click Modify.

Step 8: Review the Short Name and, if your company displays ASSP in French, the French abbrev. Adjust, if desired, then select OK.

This will display on the calendar and when you select a leave to view more details:

Step 9: Repeat Steps 7 to 8 for each take leave you’ll display.


How to Update the Web Settings

Before you can get started updating the web settings, you’ll need to know:

  • The entitlement codes you’d like to display. These are always three-digit codes and can be found on Deduction/Benefit Codes in the Avanti Desktop.

  • The additional information you’d like to include on Available Leave.

  • The additional information you’d like to include on Available Leave in French. This is only applicable if you’re using French.

Additional Information displays here:

Important Information
Available Leave and Entitlements use the same settings. If you’re already using Entitlements, updating these settings will impact what managers see there. 

Step 1: Open Administration Settings on ASSP and select Company Settings.
By default, this can be found in Administration. 

Step 2: Enter EntitlementsSettings in the Search.

Step 3: Select Edit for EntitlementsSettings.AllowedBenefitCodesForPayGroup.

Step 4: In Value, enter a comma-separated list of the code numbers and select Save.

Additional Information 
The codes are always three digits and can be found on Deduction/Benefit Codes in the Avanti Desktop Application.

Step 5: Select Edit for EntitlementsSettings.DisclaimerText.

Step 6: In Value, enter the text you want to display when people access Available Leave and Entitlements. Then select Save.

Additional Information
You can format the text using HTML.

If you don’t have French enabled, skip to Step 9.

Step 7: Select Edit for EntitlementsSettings.DisclaimerTextFr.

Step 8: In Value, enter the text you’d like to display when people access Available Leave and Entitlements in French. Then select Save.

Additional Information
You can format the text using HTML.

Step 9: Select Reload Settings.

How to Add Available Leave to the Menu

All that’s needed now is to add Available Leave to the menu. Only Regular users with the Admin user group can set up Available Leave.

Step 1: Select System Configuration.

Step 2: Under System, select New Experience.

Step 3: Select Start Setup.

Step 4: Select Continue to bypass the security.

Step 5: Select Available Leave if it’s not already selected.

Additional Information
By default, everyone will have access to Available Leave. If you’d like everyone to view their Available Leave, skip to Step 10
.

Step 6: If Edit doesn’t automatically open, select Edit.

Step 7: Select a Role Type.

Important Information
Since employees can only view their own information, Role Type won’t change your managers’ access.

Step 8: Adjust the User Groups. Anyone in one of the selected User Groups can access their Available Leave.

Additional Information
Only users in one of the selected User Groups can access Available Leave unless * is selected. If * is selected, everyone can access Available Leave.

Step 9: Select Save.

Step 10: Select Finish.

Step 11: Select Exit Configuration.

Great! Available Leave is all setup, and employees can access it from Personal.

If Entitlements is currently available to employees, you may not want it to display anymore. You’ll need to update the allowed user groups for Entitlements on the Web Menu. You can do this from the Avanti Desktop Application.

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