How does Pacific Timesheet help me handle returning employees?
What happens when you inactivate an employee:
- Future Scheduled Leave and Scheduled Leave Events are Deleted
When you inactive an employee manually, the system has warning statement that says inactivating this user will clear their pending future leave requests and future scheduled leave from the Leave Requests tab. We want this because these would be orphan requests and scheduled events for which there would be no created timesheet, understanding that future timesheets after inactivation will not be created (something we also want).
- Past Scheduled Leave Events and Leave Hours are Retained
We you would expect, we retain all past leave hours which are in the time entry table, and we retain past leave requests (purportedly approved).
- Employee Balance History in the Employee Balances Table is retained in full
All this happens automatically and there is nothing special for the system administrator to do to accomplish this.
What happens when you re-activate an employee?
When you re-activate an employee there are a few considerations about their Opening Balance:
- Same Balance as the day they left?
Will you allow them to use their old employee balances (left in the system when they inactivated)? Meaning, if when they left January 1, 2017, and their Vacation balance was 40.0 hours, will allow them to use that value as their opening balance. If so, then there is nothing to do in the system as they will see the final balance for Vacation of 40.0 on their home page when they log in again.
- Reset to Zero
Will you treat them as a new employee and perhaps reset their balance to zero and allow the assigned accrual rules to handle accruals going forward? You would do this manually go going to Employees>Employee Profile>Current Balances and set the affected balance to 0.00.
- Reset to A Negotiated Amount
You might have a policy, perhaps, that allows them to retain 50% of their balance on their previous last day. You would do this manually go going to Employees>Employee Profile>Current Balances and set the affected balance to 50% that amount of hours.