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Available Leave Advanced Setup Guide

Available Leave can be set up to suit your organization’s needs. As an administrator, you can set:

Which Leave to Include
Determine which entitlement codes display in Available Leave. You can display different codes for employees based on their pay group.

Display Options
Tailor the icons and colours to suit your different types of leaves. You can set the names that display, along with whether the amounts display in dollars or units.

Display Additional Information
You can display relevant information on Available Leave, formatted using HTML. You can create different messages for employees logging into ASSP in English and French.

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

How to Set Which Leave Displays

You’ll need to set which entitlement codes display in Available Leave. You can display different codes for employees based on their pay group.

For information to appear in Available Leave, the Deduction/Benefit Code must be active, with the code active on the employee’s Profile.

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

Step 1: Identify the Deduction/Benefit Codes you’d like to use for each pay group in the Avanti Desktop. You’ll only use the first three digits of the codes.
By default, this can be found in Canadian Payroll >> Employer Payroll Tables.

Additional Information
The type selected for the Deduction/Benefit Code must be: 

  • Accrued Vacation

  • Banked Time 

  • Accrued Sick Leave

Step 2: 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 
This is your generic setting, which will be used for all pay groups unless otherwise specified. You’ll want to enter the codes you want to display for most pay groups. 

If you display the same entitlement codes for all your employees, skip to Step 9.

Step 5: Select Copy for EntitlementsSettings.AllowedBenefitCodesForPayGroup.

Step 6: Add the three-digit code for the Pay Group to the end of the Key.

Additional Information
This should be a pay group with different entitlement codes than you created in Step 4. An entitlement code only displays if the code is active on the employee’s Employee Profile.

Step 7: In Value, enter a comma-separated list of the Entitlement Codes you want to display and select Save.

Additional Information 
The leave codes you enter here are used for all pay groups unless you create additional settings; you’ll want to enter the codes you want to display for most of your pay groups. 

Keep in mind that employees will only see the entitlement codes that are active on their Employee Profile.

Step 8: Repeat Steps 5 to 7 for each pay group that should have different Entitlement Codes.

Step 9: Select Reload Settings.

How to Adjust the Display Options

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:

If any of your employees have more than one entitlement with the same type, such as different ways to bank time, you may want to change the icon and colour to differentiate them. By default:

  • Vacation time is green with a plane.

  • Banked time is blue with a bank.

  • Sick time is yellow with a sick emoji.

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 update and click Modify.

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

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; you can select either:

  • Units

  • Hours

Step 5: Review the Entitlement Icon and Entitlement Colour. Adjust them, if desired, then select OK.

Step 6: Repeat Steps 2 to 5 for each code you want to update.

Step 7: Open Earning Codes in the Avanti Desktop Application.
By default, this can be found in Canadian Payroll >> Employer Payroll Tables.

Step 8: Select the take leave code you’d like to review and click Modify.

Step 9: 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:

Step 10: Repeat Steps 8 to 9 for each take leave you will display.

How to Display Additional Information on Leave Entitlements

You can display any relevant information you’d like to include on Available Leave. This text can be formatted using HTML. Different messages can be created in English and French.

Important Information
This information displays in Available Leave and Entitlements. If you’re already using Entitlements, updating these settings will impact what managers see there. 

If you don’t want to add or adjust the information displayed, skip to How to Add Available Leave to the Menu.

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

Step 2: Enter EntitlementsSettings.DisclaimerText in the Search.

Step 3: Select Edit for EntitlementsSettings.DisclaimerText.

Step 4: 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 7.

Step 5: Select Edit for EntitlementsSettings.DisclaimerTextFr.

Step 6: 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 7: 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.

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 set up, 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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