How to add a leave information flexi layout for transactions

The Leave Information Flexi Utility lets you import and export employee leave data. You can use it to import leave transactions, change leave control screens, or export data for reconciliation.

Create a leave information flexi layout.

1. From the Main menu, select Interfaces
2. Select Flexi Utility
3. Choose Leave Information
4. Select Control Screen
5. Under Leave Flexi File Layouts, select Add
6. For the layout type, select Leave Transactions

7. Select Continue

Define layout details.

1. Enter a unique Layout Code and Description and press Enter

 NOTE: A 'T' in front of the layout code and description identifies it as a transaction layout. 

2. To add a field (column) to the layout, double-click in a column field
3. Fields to select per column:
   
   • Transaction Details: All fields to include to import transactions
   • Additional Transaction Info: Information only available for export and capture details 
   • Employee Information: Information available to export transaction and control screens

4. In the pop-up screen, select the fields you want to include
5. The system marks all fields you select Incl
6. Select Close to return to the layout screen
7. Select Close again to finish