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With ICS Leave Management you can get a global view of employees' leave straight from you dashboard. To do this, you must first enable and then add the calendar to a dashboard. Both steps are detailed below.
Enable Global Calendar View
For a Global Leave Calendar to be added to a NetSuite role & dashboard, you must first enabled the Global Leave Calendar View. To enable the calendar, follow these steps:
- Login as Payroll Administrator or Payroll Administrator-Unlocked
- From the menu, select Payroll Administration > Payroll Setup > Leave Wizard to launch the Leave Configuration Wizard
- The settings for the Global Calendar are on the Advanced screen as per screen shot below. Click through to this step.
- You can Restrict this to view only certain leave types and also only allow certain roles this access.
- You can Restrict this to view only certain leave types and also only allow certain roles this access.
- Once you're happy with the setup, click next through each stage of the Wizard and then finish for the changes to apply.
A Custom Employee Search can also be set if required to filter the views by Subsidiary, Department etc i.e PR-Global Leave Calendar Department View or PR-Global Leave Calendar Subsidiary View
Add Calendar to Dashboard
Once the Global Calendar View has been enabled, you can add the Custom Portlet to the roles dashboard. To do this:
- Login with the role you'd like to add the Calendar view to
- On the Home (Dashboard) screen, click Personalise, then selecting Custom Portlet
- Once the Custom Portlet has been added click on the link for Setup
- Select Leave Calendar (beta) from the Source dropdown.
- Click Save
- The Global Leave Calendar will now be displayed on your Dashboard as below