Generating Replacement Leave (RL)

This article will guide you on how to generate the RL for your employees after setting up the Replacement Leave type in your Worksy system.

If you haven't set up an RL, refer to this guide for step-by-step: Setting Up Replacement Leave

Conditions for Generating Replacement Leave (RL)

RL will be credited to employee when:

• Overtime is detected after scheduled working hours, and
• The Overtime Pay Mode in the overtime request is set to Replacement Leave.

Overtime in Worksy is detected from below methods:

• Actual Overtimes: any clocking outside of scheduled work hours or non-working days
• Pre-Approved OT Hour(s): from shift settings, assigned shifts on non-working days (from duty roster), or approved OT requests.
• Approved OT Hour(s): based on the Overtime Approval Method in the Schedule setting.

Important: If “Enable Earn Unlocked Attendance” setting is inactive, attendance must be locked before RL is credited.

How to Generate Replacement Leave

Step 1

On the left menu, go to Leave (a) > Generate Entitlement (b)

Step 2

In the Generate Leave Entitlement screen:

1. Select the Leave Type as Replacement Leave.
2. Choose the RL Type you want to generate.
3. Define the Date Range for the entitlement.

Click Continue to proceed.

Step 3

Choose from any methods to select entitled employees for this RL type. Then, click Next.

Step 4

Once the entitled employees are finalized, click Process to generate this RL entitlement.

The screen will show the results of Replacement Leave generation.

If you wish to generate another entitlement, simply click the Generate Another Entitlement button.

We hope this explanation clarifies the matter. If you require additional assistance, do not hesitate to contact our support team.