Another Check-In · A01
Leave administration
45 minutes. · 10 slides
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Work through the lesson
Use these explanations alongside the slide guide. Expand any section to read its full explanation.
Before the demonstration
- Your assigned responsibility
- The correct training record
- Evidence of the result
Today’s outcome
Learner explains how policy/year/allocation and ledger changes affect available leave.
Read the full explanation
Before we begin, check these prerequisites: R05; approved policy decisions; disposable leave year and allocations. The intended outcome is: Learner explains how policy/year/allocation and ledger changes affect available leave. Keep a note of the training identity and date so that you can recognize the result. We will pause before any action that your role or the exercise does not authorize.
Policy and year
- Open Admin > Leave Entitlements and inspect policy/year state
- create the approved training policy version and open the training year
In this step
Use policy values approved by the organization. Check the policy version and the target year before making changes. Opening a year prepares its administration but does not itself prove that every eligible employee has an allocation.
Read the full explanation
Open Admin > Leave Entitlements and inspect policy/year state; create the approved training policy version and open the training year. Use policy values approved by the organization. Check the policy version and the target year before making changes. Opening a year prepares its administration but does not itself prove that every eligible employee has an allocation. I will pause here so you can identify the control or result that tells us where we are in the workflow.
Employee allocations
- Generate missing eligible allocations and inspect employee/type/year before changing balances
In this step
Generate missing eligible allocations and inspect the employee, type and year. Review existing entries before applying any adjustment. The purpose is to establish the intended entitlement without duplicating amounts already present.
Read the full explanation
Generate missing eligible allocations and inspect employee/type/year before changing balances. Generate missing eligible allocations and inspect the employee, type and year. Review existing entries before applying any adjustment. The purpose is to establish the intended entitlement without duplicating amounts already present. I will pause here so you can identify the control or result that tells us where we are in the workflow.
Reasoned adjustments
- Record an individual adjustment with reason, or download the allocation template and preview a prepared CSV
In this step
An adjustment changes a balance and needs a clear reason. For bulk work, begin with the supported template and inspect the preview. A spreadsheet total cannot replace row-level checks for staff identity, type and year.
Read the full explanation
Record an individual adjustment with reason, or download the allocation template and preview a prepared CSV. An adjustment changes a balance and needs a clear reason. For bulk work, begin with the supported template and inspect the preview. A spreadsheet total cannot replace row-level checks for staff identity, type and year. I will pause here so you can identify the control or result that tells us where we are in the workflow.
Reconciliation and reports
- Confirm only validated adjustments and inspect reconciliation/history
- use Leave Reports filters and export
In this step
Confirm only rows that pass validation and match the approved changes. Then trace the result through history and the leave report. Compare a representative statement with the report so that the effect is understandable.
Read the full explanation
Confirm only validated adjustments and inspect reconciliation/history; use Leave Reports filters and export. Confirm only rows that pass validation and match the approved changes. Then trace the result through history and the leave report. Compare a representative statement with the report so that the effect is understandable. I will pause here so you can identify the control or result that tells us where we are in the workflow.
Year closure
- Close the prepared year only after reconciliation
- reopen with an audited reason when authorized
In this step
Reconcile before closing the year. Reopening is an authorized action with an audited reason, not a routine shortcut. Keep the explanation for any late adjustment with the year’s administration records.
Read the full explanation
Close the prepared year only after reconciliation; reopen with an audited reason when authorized. Reconcile before closing the year. Reopening is an authorized action with an audited reason, not a routine shortcut. Keep the explanation for any late adjustment with the year’s administration records. I will pause here so you can identify the control or result that tells us where we are in the workflow.
Common problems
- Regenerating as if it resets allocations
- adjusting wrong year/type
- importing without preview
- inventing leave entitlement values from the application
A useful support report
The task and record
The expected result
The actual message
The authorized next step
Read the full explanation
Let us consider the mistakes that can disrupt this workflow. Regenerating as if it resets allocations; adjusting wrong year/type; importing without preview; inventing leave entitlement values from the application. Describe what you expected and what the application actually showed before choosing a remedy. Preserve the relevant record and error. The role responsible for a review or configuration change should make that decision. Do not borrow broader access simply to finish the exercise.
Guided practice
- Generate a missing training allocation, apply one documented adjustment and reconcile the statement/report
- Discuss a blocked close or invalid import
Evidence to show
The correct training case
The result or permitted decision
Your explanation of the next step
Read the full explanation
Now it is your turn. Generate a missing training allocation, apply one documented adjustment and reconcile the statement/report. Discuss a blocked close or invalid import. Work within the assigned training role. When you finish, show the result and explain which identity and date it belongs to. If the exercise includes a restricted action, explain the decision and its authorized owner rather than carrying it out without approval.
Practice debrief
- Correct context and permitted action
- A result you can trace
- A clear next step if blocked
Expected result
Learner explains how policy/year/allocation and ledger changes affect available leave.
Read the full explanation
The expected outcome is: Learner explains how policy/year/allocation and ledger changes affect available leave. Walk me through the record you used and the result you found. Explain these workflow checkpoints in order: Open Admin > Leave Entitlements and inspect policy/year state; create the approved training policy version and open the training year. Generate missing eligible allocations and inspect employee/type/year before changing balances. Record an individual adjustment with reason, or download the allocation template and preview a prepared CSV. Confirm only validated adjustments and inspect reconciliation/history; use Leave Reports filters and export. Close the prepared year only after reconciliation; reopen with an audited reason when authorized. For an exception, name the evidence you would preserve and the person with authority to take the next action.