Frequently Asked Questions About Leave Manager

Purpose

This article provides answers to common setup, usage, and troubleshooting questions for Leave Manager, covering system setup, general features, FMLA and leave management, and the Employee Center.

Steps to Follow

Direct the customer to the appropriate section based on their question:

System Setup

• Getting started with system setup: See Getting Started Guide.
• Adding employees: Employees can be added manually, imported in bulk, or connected via HRIS integration:
  • Add Employees Manually
  • Import Employees
  • HRIS Integration
• Adding locations: See Adding Company Locations and Setting Up Leave Parameters.
• Forgot username or password: Click the "Forgot?" link on the login page and follow the prompts to receive the username by email or reset the password.

General

• Dashboard overview: The dashboard provides news, popular articles, critical leave information, and real-time metrics. See Leave Manager Dashboard.
• "Demo" in Scheduled Leave section: If no data is available or nothing is scheduled for the next three weeks, the table shows a "Demo" view as an example.
• Permissions/Group feature: Allows grouping accounts with an administrator who can grant specific, location-based permissions to each member. Each member needs their own paid subscription. See Manage Permissions/Groups.
• Making employees inactive: Employees tied to records cannot be deleted, but they can be made Inactive. See Managing Employees.

Leave and FMLA Questions

• General FMLA and leave FAQ: See FMLA & General Leave FAQ.
• Entering a leave request: Go to the Leave Requests tab, click +New Leave Request, and follow the six-step on-screen process. See Adding a Leave Request.
• Projecting available leave: Go to the Reports tab to use the Project Available Leave feature. See Project Available Leave.
• Printing FMLA forms: Open the Leave Request/case, navigate to the Forms tab, and generate the needed forms. 

Employee Center

• What is the Employee Center: Allows employees to securely log in and complete leave-related tasks while the administrator retains oversight. 
• Creating an Employee Center account: The employee must have an email address in Leave Manager and a status of "active." Share the web link and company code with them.
  • Admins: Set Up Employee Center
  • Employees: Create Employee Center Account

What Not to Do / Common Pitfalls

• Do not try to delete employees who are tied to leave records -- make them Inactive instead.
• Do not overlook that each Permissions/Group member needs their own paid subscription.
• Do not forget that the Employee Center requires the employee to have an email address and active status in the system before they can create an account.