CaptureLeave User Manual
Contents
1. January 2012 MO TU WE TH FR SA SU Click here to make a 2 3 4 5 6 7 8 9 10 11 12 13 14 15 17 18 19 20 24 22 23 24 25 26 27 28 29 30 31 May 2012 MO TU WE TH FR SA SU 1 2 3 4 ea 7 8 9 10 44 12 43 414 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 34 September 2012 MO TU WE TH FR SA SU 2012 February 2012 MO TU WE TH FR SA w 1 2 3 415 6 7 8 9 10 44 12 13 14 15 16 17 18 19 21 22 23 24 25 26 27 28 29 June 2012 MO TU WE TH FR SA SU 1 oe 4 5 6 7 8 ES 14 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 October 2012 MO TU WE TH FR SA SU March 2012 MO TU WE TH FR SA SU 1 2 fae 5 6 7 8 9 40 44 142 13 14 15 16 17 48 19 20 214 22 23 24 25 26 27 29 30 31 July 2012 MO TU WE TH FR SA SU 1 2 3 5 6 78 9 10 44 12 13 14 15 16 417 48 19 20 21 22 23 24 25 26 27 28 29 30 31 November 2012 MO TU WE TH FR SA SU 2 Brandon Lazarus April 2012 MO TU WE TH FR SA SU 1 2 3 4 5 6 ae 9 40 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 August 2012 MO TU WE TH FR SA SU 1 2 3 e 6 7 8 9 10 11 12 413 14 15 16 17 18 19 20 241 22 23 24 25 26 27 28 29 30 31 December 2012 MO TU WE TH FR SA SU The user can begin to request leave or time off by simply click the HHHH button to get started Employee User Leave Request Form2. When the user clicks the button they get the Leave Request Form The employee simply selects the day or days they wish to request leave for The employee clicks on the requested leave days in the calendar on their right side Once the day or days are selected the employee can select the type of leave request Paid or Unpaid Employees can use the Purpose option to select the kind of custom leave you have set Employees can also request leave in hourly chunks If they uncheck the Full Day option they can add the number of hours they wish to be off for They can also add a reason for the leave so that account administrators have a better understanding of the reason for Copyright 2013 Pungu LLC Page 29 CaptureLeave User s Manual the leave request Request Form Days Offleft 7 days March 2013 e 12013 2013 il 2013 ay 2013 Request type Paid February 2013 March 2013 April 2013 May 2013 MO TU WE TH FR SA SU MO TU WE TH FR SA SU MO TU WE TH FR SA SU MO TU WE TH FR SA SU Purpose Choose 1 2 13 1 2 3 1 gg ET 1 2 3 EE 4 5 617 8 9 40 4 5 6 7 8 98 40 8 40 11 12 13 14 6 7 8 9 10 11 12 Reason 4112 13 14 15 46 17 e 144 15 16 17 15 16 17 18 19 20 214 13 14 15 16 17 18 19 48 19 20 21 22 23 24 13 EE 20 214 22 23 24 22 23 M 25 26 27 28 20 21 22 23 24 25 26 Days 25 26 27 28 25 26 27 28 29 30 34 29 30 27 28 29 30 31 04 24 2013 Full Day 8 Hours E Paid
3. 1 2 3 4 Bae 1 Bee 1 Bee 1 7 7 8 9 10 44 42 43 4 56 77 83 ESS 4 5 6 7 8 ia 8 10 11 13 14 14 15 16 17 18 19 20 41 12 13 14 15 16 17 11 13 14 15 16 17 15 16 17 18 20 21 21 22 23 24 25 26 27 18 19 20 21 22 23 24 23 24 22 23 24 25 26 27 28 28 29 30 31 25 26 27 28 30 31 29 30 MO TU WE TH FR SA SU MO TU WE TH FR SA SU 1 2 3 e 1 2 3 4 5 ENEs 1 2 ea 6 7 8 9 10 4 42 3 4 5 6 7 8 98 8 9 10 44 412 43 44 5 6 7 8 9 10 E 4 Employee s on Vacation E 1 Employee s at Work 13 14 15 16 17 18 19 10 11 12 13 14 15 16 15 46 17 48 19 20 24 12 43 44 45 16 17 18 20 24 22 23 24 25 26 17 18 19 20 24 22 23 22 23 24 25 26 27 28 19 20 21 22 23 24 25 27 28 29 30 31 24 25 26 27 28 29 30 29 30 31 26 27 28 29 30 34 Candy Johnson on 08 March 2013 Fred Baduriwe on 11 March 2013 Susan Rice on 11 March 2013 MO TU WE TH FR SA U MO TU WE TH FR SA 3U MO TU WE TH FR SA U MO TU WE TH FR SA 8U aa n N w Sam Johnston on 11 March 2013 1 i2 las Clearly if any additional leave requests come in for this day you might need to consider rejecting them as your On Vacation versus At Work ratio starts tilting too heavily on the On Vacation end of the spectrum Copyright 2013 Pungu LLC Page 16 CaptureLeave User s Manual March 2013 Group Leave Report To get Group
4. 168 3 John Paul 56 112 4 Fred Baduriwe 50 16 80 5 Candy Johnson Copyright 2013 Pungu LLC Page 18 CaptureLeave User s Manual Employee Details You can click on an employee s name to get a detail employee leave report Cornelius Tongbri Days Off left 5 Adjust 0 9 64 First Name Cornelius Last Name Tongbri Employee Email Group Days Off approved 10 26 2012 10 25 2012 10 24 2012 10 23 2012 10 19 2012 10 18 2012 10 17 2012 donatus ppspublishers com No group Edit Delete Delete Delete Delete Delete Delete Delete 14 MO TU WE TH FR SA SU 2 3 4 5 6 EnS 9 10 44 42 43 14 45 23 24 25 26 27 28 29 30 31 14 15 16 17 18 19 20 214 22 23 24 25 26 27 28 29 30 31 2012 13 44 45 46 17 18 19 yim 21 22 23 24 25 26 27 28 29 March 2013 MO TU WE TH FR SA SU 412 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 Fy 29 30 34 MO TU WE TH FR SA SU 2 3 4 5 6 ee 9 10 44 42 16 17 18 19 23 24 25 26 13 20 27 MO TU WE TH FR SA SU 6 7 8 91410 11 12 13 14 15 1617 18 19 20 21 22 23 24 25 26 27 28 29 30 MO TU WE TH FR SA SU 46 17 48 19 20 21 22 23 24 25 26 27 28 29 30 31 MO TU WE TH 20 21 22 23 27 28 29 30 sa su 11 12 18 19
5. 2 9 16 23 30 sa sU 10 11 17 18 24 25 In the employee details screen you can edit delete existing approved vacation days Examples of this can be if the employee chooses not to take their requested vacation or something changes and you need them back in the office Copyright 2013 Pungu LLC Page 19 CaptureLeave User s Manual March 2013 You can also adjust or edit an employee s default allotted Days Off For example if George Forest has earned or accrued some additional vacation days you can click on Adjust to add the additional vacation days George Forest Days Off left 1 Adjust T 6 86 First Name George Edit Last Name Forest Employee Email forest captureleave com Group New Employees So we have given George an extra 5 days of vacation for meeting his sales goals he had overused his current vacation days allotment by 1 day hence the red color showing his Copyright 2013 Pungu LLC Page 20 CaptureLeave User s Manual March 2013 Days Off left information Here s how we adjust his vacation days George Forest Days Off left 1 0 z 6 86 Days Off adjustment 5 Reason Bonus for Sales goal met Save Cancel When you Save this adjustment the new Days Left calculation will automatically be visible in George s profile George Forest Days Off left 6 Adjust 0 12 6 50 Copyright 2013 Pungu LLC Page 21 C
6. 25 26 27 28 19 20 21 22 23 24 25 27 28 29 30 31 24 25 26 27 28 29 30 2930 31 26 27 28 29 30 34 September 2013 October 2013 November 2013 MO TU WE TH FR SA SU MO TU WE TH FR SA SU MO TU WE TH FR SA SU MO TU WE TH FR SA SU 1 1 2 3 4 5 6 1 2 3 1 2 3 4 5 6 foe 7 8 9 10 11 12 143 4 5 6 7 8 9140 2 3 4 5 6 ENS 9 10 11 12 13 14 15 14 45 16 17 18 19 20 11 12 13 14 15 16 17 9 10 11 12 13 14 45 416 17 48 19 20 21 22 214 22 23 24 25 26 27 418 19 20 21 22 23 24 16 17 18 19 20 21 22 Reports are divided into three sections 1 Company Leave Report 2 Groups Leave Report 3 Employees Leave Report Company Leave Report The Company Leave Report gives you a quick visual in pie chart bar graph and calendar format of how your organization s leaves of absence or vacation tracking is shaping out Copyright 2013 Pungu LLC Page 13 CaptureLeave User s Manual March 2013 Click on the bar chart icon to see your Company Leave Report in the bar chart format Company Groups Employees Company 2012 oO Days Off From 01 01 2012 to 12 31 2012 Mar May Jul Sep Nov Period Copyright 2013 Pungu LLC Page 14 CaptureLeave User s Manual March 2013 To see the details on Paid Days Off or Paid Hours Off actually taken put your cursor over the red section of the pie chart Current Year is 21 Complete Company 2013
7. LLC Page iii CaptureLeave User s Manual March 2013 Introduction Welcome to CaptureLeave CaptureLeave is a complete scalable and smart leave management and vacation tracking system With CaptureLeave you can easily handle all aspects of your leave and absences and also effectively track your organization s vacation planning CaptureLeave is a solid and reliable web based service with a simple self service model to suit any business operation From our super simple registration to accessing your account Dashboard CaptureLeave provides a secure and encrypted environment for you to manage all your leave and vacation tracking needs When you first login you will be presented with an intuitive interface for setting up your organization specific parameters The purpose of this document is to provide you with complete detailed instructions on setting up and working with your CaptureLeave account so that you can make the most of the application s powerful functionality Copyright 2013 Pungu LLC Page 1 CaptureLeave User s Manual March 2013 Registering Your Account Access to CaptureLeave requires that you register for an account with us by visiting http www CaptureLeave com and filling out the Registration form illustrated below that is located at the Register Free or Create an account links Follow the steps below to successfully complete the Registration form Get started creating your new account
8. CaptureLeave will alert you by posting a small red number indicator next to the Dashboard link in the top menu area Copyright 2013 Pungu LLC Page 22 CaptureLeave User s Manual March 2013 Click on the Dashboard link to see the pending leave request and take action d Reports Company Groups Employees View Logs To see a history or logs of employee leave requests click on the employees name from the Reports area and then click on View logs Days Off approved 11 20 2012 Delete 09 24 7012 Delete 9 21 2012 Delete 9 19 2012 Delete 09 13 2012 Delete View logs Copyright 2013 Pungu LLC Page 23 CaptureLeave User s Manual March 2013 The view logs will show a history of requests submitted and responses or actions taken approved denied or not granted Hide logs Lazarus Atudiko requested 1 Days Off on 09 19 2012 Lazarus Atudiko requested 1 Days Off on 09 16 2012 Lazarus Atudiko requested 2 Days Off on 09 16 2012 Lazarus Atudiko requested 1 Days Off on 09 19 2012 Lazarus Atudiko requested 5 Days Off on 09 09 2012 Lazarus Atudiko requested 3 Days Off on 09 07 2012 MHEG Click Hide logs to close the View logs screen You can also click Export to XLS to download an individual employee leave request report showing Name Email Days Off Requested Days Off Approved and Total Default Vacation Days allotted A C D E Name Email Days Off Requested Days Off Approved
9. Day Off E Unpaid Day Off Legal Day Off E Pending Day Off E Selected Day Off The employee can then submit the request by clicking Send request An email is automatically sent to the account Administrator to process this new request and a confirmation or response will be sent to the user s email address on file An employee R can also click on the A is Si tab to make a new leave request Days Off left 7 Your request has been sent A response will be sent to your email You selected 2 days 09 25 2012 10 19 7012 New request Once your request is processed approved or rejected you will receive an email alert about the result and you can sign into your account to see the details Copyright 2013 Pungu LLC Page 30 CaptureLeave User s Manual March 2013 m Your request has been processed I Inbox x cleaPMain x CaptureLeave Team via gmail com 8 17 PM 0 minutes ago e v to Brandon Hello Brandon Lazarus Your request has been processed For details click the link below https captureleave com CaptureLeave Team Support email info captureleave com Once the employee logs into their account they can click on the Exiiuisuas button to see more details of their approved vacation request including any messages the administrator might have attached to the approval You requested 2 Days Off on 09 23 2012 Enjoy the wedding 09 25 2012 10 19 2012 Slide U
10. Days Off See an example below Days Off Copyright 2013 Pungu LLC Page 9 CaptureLeave User s Manual March 2013 Samson samson captureleave com George Forest forest captureleave com Osborne Jones Jones captureleave com You can import directly into an existing group or import into your main account list Click Import to complete your import process Please note that the import overrides your default group days off settings So even though the New Hires group into which we imported the above list is set to 7 days off we manually overrode that by setting George Forest s Days Off to 14 days Custom Labels To create your own special leave types click the Custom Labels tab You can create as many custom leave labels as you like Unpaid Personal Leave Name Unpaid Personal Leave Paid No x Color e02e2el Save e Add a Custom Label name i e FMLA Leave or Unpaid Personal Leave e Select Yes No depending on if you want to make this custom label a paid or unpaid leave type e Click on the color box and use the color picker to select a special custom color for your new label e Click Save to add your new custom label e You can always edit an existing label or delete it all together Copyright 2013 Pungu LLC Page 10 CaptureLeave User s Manual March 2013 The CaptureLeave Administrator Dashboard Clicking on the Dashboard link in your CaptureLeave account displays the D
11. Total Lazarus Atuciko SEa 13 4 f Employees Click the Employees tab on the top menu to show a listing of all your organization s employees The employees area enables you to easily manage all aspects of your organization s users or employees Copyright 2013 Pungu LLC Page 24 CaptureLeave User s Manual March 2013 All Employees Listing The listing of employees is comprehensive showing employee name email group and days off allotted You can click on the Employee s Name to display more details on that particular employee including options to edit and adjust the employee s Days Off allotment Add Employee Add employee To add an employee simply click the button You can then enter the employee First Name Last Name Employee Email Group if needed and Annual Paid Days Off if needed If you don t add an Annual Paid Days Off number the default number of Paid Days Off will automatically be assigned to the new user or employee Click Add to add the new user or employee Edit Employee To edit an existing employee click the Edt button You can then edit all existing information related to this employee including First Name Last Name Employee Email Annual Paid Days Off and Group Click Save to save and exit this screen Delete Employee To delete an existing employee click the x Delete button You will be required to j j Delet ont confirm deletion by clicking or et Dele
12. aspects of your CaptureLeave System account Contact CaptureLeave 24 7 via Phone 502 638 2399 Fax 502 585 2345 Email support captureleave com Copyright 2013 Pungu LLC Page 32
13. it s free Registration takes less than 2 minutes Your Email Your Password Your Organization First Name Last Name By clicking Create Your Free Account you agree to the Terms of Service and Privacy Policy Create Your Free Account Please make sure your email is valid Your account activation link will be sent to this address On the Registration form page 1 Enter your Email Address in the Your Email text field This is a required entry 2 Enter a password that you would like to use when accessing the system in the Password text field This is a required entry 3 Enter your Organization in the Your Organization text field This is a required entry 4 Enter your First Name in the First Name text field This is a required entry 5 Enter your Last Name in the Last Name text field This is a required entry Create Your Free Account 6 Click to submit your Registration form Copyright 2013 Pungu LLC Page 2 CaptureLeave User s Manual March 2013 Logging into the System Upon successful completion of the Registration form you will need to confirm your registration in order to gain access to the CaptureLeave system Check your email for further instructions on how to confirm your account Account activation inbox x CaptureLeave Team 6 37 AM 0 minutes ago to John Welcome In order to activate your account you need to follow the link below https Jcaptureleave com login activation c
14. ton Paid 20 21 22 23 24 25 26 17 148 19 20 21 22 23 22 23 24 25 26 27 28 19 20 21 22 23 24 25 n 27 28 29 30 34 24 25 26 27 28 29 30 29 30 31 26 27 28 29 30 31 03 20 2013 W Full Day September 2013 1 Select the date for the leave request 2 Then select the type of leave Paid or Unpaid 3 Next select if this is a full day leave or hourly leave If hourly add the number of hours off requested Add Time Off 4 Click button to manually add the time off request Group Listing The Employees area also lists your Groups For example we have Senior Staff and New senior Staff New Employees Employees as two groups in our sample account Click on the Group to show a listing of all employees in that Group Copyright 2013 Pungu LLC Page 26 CaptureLeave User s Manual March 2013 Employees in Senior Staff Add employees to Senior Staff All Senior Staff New Employees E All Name Email Group Days off 1 Don Senior Staff 14 F 2 Marsha Senior Staff 14 F 3 Smart Senior Staff 14 Remove from group You can click on an employee s name and then click Remove from group to remove that employee from the current group they belong to Click l to go back to your complete employee listing Add Group To add a new Group click the 9 4P button Add the Group Name and Default Days Off if needed Add a Group Grou
15. 415 16 17 20 21 24 22 23 24 25 26 27 48 19 20 21 22 23 24 20 23 24 22 23 24 25 26 27 28 33 28 23 29 30 31 25 26 27 28 25 30 31 29 30 66 72 MO TU WE TH FR SA SU MO TU WE TH FR SA SU MO TU WE TH FR SA 8U MO TU WE TH FR SA SU 1 2 3 4 5 a 2 141 2 3 4 5 foe 1 2 Ea 6 7 8 9 40 44 42 3 4 5 6 7 EENES 8 9 10 11 12 13 14 5 6 7 8 9 410 1 EE 200 Paid Hours taken EE 401 Paid Hours left Paid Hours left 401 hours 13 14 45 416 17 18 19 10 141 12 13 14 15 16 15 16 17 18 19 20 21 12 13 14 15 16 17 18 20 21 22 23 24 25 26 17 48 19 20 21 22 23 22 23 24 25 26 27 28 19 20 21 22 23 24 25 27 28 29 30 31 24 25 26 27 28 29 30 29 30 31 26 27 28 29 30 31 Your Company Leave Report also includes a color coded day monitor Based on the number of employees out on a specific day CaptureLeave will allot a color If the color is approaching the red end of the spectrum then you have more users out than is safe and efficient for your organization 12 and 14 are approaching yellow because you have 80 of your workforce out of the office on vacation Click on the actual days on the calendar to get more details Copyright 2013 Pungu LLC Page 15 CaptureLeave User s Manual March 2013 12 March 2013 l MO TU WE TH FR SA U MO TU WE TH FR SA U MO TU WE TH FR SA U MO TU WE TH FR SA 8U
16. 7 CaptureLeave User s Manual March 2013 6 To get back to your Settings tab click the dropdown menu and click Settings John Stewart Dashboard Settings Change Password Logout Groups Click the Groups link to access your listing of Groups within your organization Groups enable you to more easily organize your business or organization into sub categories for management purposes Account Organization Groups Import EEE E ELE EEE CLL ELLE LL Groups Add group You have no group added Use the steps below to successfully create Groups within CaptureLeave 1 Click Add group to enter a name for the new Group This is a required entry 2 You may enter a set Default Days Off limit for this new group Copyright 2013 Pungu LLC Page 8 CaptureLeave User s Manual March 2013 3 Click Save to save this new group Add a Group Group Name New Hires Default Days Off f 4 You can continue creating new additional groups or delete edit an existing group Groups Add group Name Employees Days off G Edit Delete 1 New Hires 0 f Importing Employees You can easily import your employee list into CaptureLeave Click on the Import tab under your Settings area Account Organization Groups Import Import employees Select file Group New Hires NOTE Make sure your Excel file has the following fields First Name Last Name Email and
17. CaptureLeave User Manual PUNGU LLC 1004 Sandstone Drive Jeffersonville IN 47130 Phone 502 638 2399 Email support captureleave com Twitter http twitter com CaptureLeave www captureleave com CaptureLeave User s Manual March 2013 Copyright Information Notices Copyright 2013 Pungu LLC All Rights Reserved This publication is protected by copyright and all rights reserved No part of it may be reproduced or transmitted by any means or in any form without prior consent in writing from Pungu LLC You may make a copy or reproduce any part of this manual for your own personal use Making copies for any other purpose is a violation of U S Copyright law Copyright 2013 Pungu LLC Page ii CaptureLeave User s Manual March 2013 Table of Contents Intr OGUIGCEIONN eves scerevasvecvinwassonsuwansossitaiegtcnternmseernieieesmunamscsniaiegs EE 1 Registering Your ACCOUNt essesseesoescesceccoeccescecceecoescescecceeccescesceecoeccescecceescoescesceeceecceee 2 Logging into the System sessssesessesescecessecessecesoecesoecessecesoececesoessscesesoecssoesssoesesoesesseo 3 SONES arr E E E sewage cequenesessusseess suenessesesGetatwosssetas 5 EEAO aE E I E E 5 GOUD ee E E E E N E E EE 8 HAAS OPUS EMPlOyOE S ccaiesanirni riene aE e E E E EiS 9 TON E DEE oa E E E E E A E 10 The CaptureLeave Administrator Dashboard ccscsccscscecsccscsceccccscsceccccscnceccccecces 11 Processing Leave REQUE
18. January 2013 MO TU WE TH FR SA 3U MO TU WE TH FR SA U MO TU WE TH FR SA SU MO TU WE TH FR SA 8U 1 2 3 4 oe 1 eee 1 eee Bae 6 7 7 8 9 10 44 42 43 4 5 67 3 IRS 4 5 6 7 3 IDS eRom 13 14 1415 16 17 18 19 20 41 12 13 144 15 16 47 1 M 13 Bl 1s 16 17 15 16 7 20 21 21 22 23 24 25 26 27 18 19 20 21 22 23 24 BA AA 24 22 23 24 25 26 27 28 28 29 30 31 25 26 27 28 Ba 27 AA 20 31 29 30 66 72 June 2013 2013 August 2013 MO TU WE TH FR SA SU MO TU WE TH FR SA SU MO TU WE TH FR SA SU MO TU WE TH FR SA SU 1 2 3 1 2 1 2 3 4 5 6 7 41 2 34 6 7 8 9 10 41 42 3 4 5 6 7 8 9 8 9 10 11 12 13 44 5 6 7 8 9 10 11 oe eee a aid Liners telcan E 13 14 15 16 17 18 49 10 11 12 131 14 45 16 15 16 17 18 19 20 21 12 13 14 15 16 17 18 20 214 22 23 24 25 26 17 148 19 20 21 22 23 22 23 24 25 26 27 28 19 20 21 22 23 24 25 27 28 29 30 31 24 25 26 27 28 29 30 29 30 31 26 27 28 29 30 34 To see Paid Days Off left or Paid Hours left or not taken put your cursor over the blue section of the bar chart Company Groups Employees 2013 c Current Year is 21 Complete 2013 ae al January 2013 MO TU WE TH FR SA U MO TU WE TH FR SA SU MO TU WE TH FR SA SU MO TU WE TH FR SA SU 1 2 3 4 5 6 4 eee 4 S 1 Beas 6 7 7 8 9 40 44 42 43 4 5 6 7 8 9 40 4 5 6 7 8 9 410 sR on 13 14 414 15 46 17 18 19 20 141 12 13 14 15 16 17 11 HE 16 17 1
19. MO TU WE TH FR SA SU 10 11 12 13 BES 15 16 17 48 19 20 21 22 23 24 25 26 27 28 29 30 MO TU WE TH FR SA SU 12 3 45 jee cam 9 10 11 12 43 44 s Pogg 20 2s 22 vag 27 28 29 30 31 MO TU WE TH FR SA SU 7 8 9 40 Ru 12 13 14 15 16 17 18 19 20 21 2s 23 24 25 26 27 28 29 30 MO TU WE TH 3 4 56 10 44 42 13 17 18 19 20 21 28 John Paul Days Off left 11 days 0 Adjust First Name Last Name Employee Email Group Days Off approved 04 09 2013 3 hours 10 48 John Paul jp2 captureleave com New Hires Edit Give admin rights Delete 21 MO TU WE TH FR SA SU 1 2 3 4 eo 7 8 amp 9 10 4 SAnS 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 13 14 45 46 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 2013 MO TU WE TH FR SA SU 41 5 6 7 8 3 141 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 10 11 17 148 19 20 21 22 23 24 25 26 27 28 29 30 MO TU WE TH FR SA SU 4 56 77 3 IDS 41 12 13 144 15 161 17 13 19 JBE 23 24 25 26 27 28 29 30 34 amp 9 10 44 12 43 44 15 46 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 15 16 17 18 19 22 23 24 25 26 29 30 MO TU WE TH 1 5 6 7 8 12 13 14 15 19 20 21 22 26 27 28 29 FR
20. Organization Name TTC Corporation Default Days Off 0 Date Format mm dd yyyy Allow Hourly Requests No Set Legal Holidays 1 Click Edit to change the current Name Default Days Off or Date 2 Most organizations will probably set their Default Days Off to 14 days and US based organizations will set the Date Format to mm dd yyyy month day and year format Organization Your Organization Name TTC Corporation Default Days Off 0 Date Format mm dd yyyy Allow Hourly Requests E This option cannot be deactivated in the future Save Cancel 3 Check the box next to Allow Hourly Requests if you want your employees to request leaves in hourly and or day or multi day time formats Please remember once activated this feature cannot be deactivated in the future Copyright 2013 Pungu LLC Page 6 CaptureLeave User s Manual March 2013 e If you check the Allow Hourly Requests option you will need to set the default number of daily work hours in your organization Most organizations have eight 8 working hours in a typical work day Organization Your Organization Name TTC Corporation Default Days Off i Date Format mm dd yyyy Allow Hourly Requests This option cannot be deactivated in the future Daily Working Hours a Save Cancel 4 Click Save to save your Organization settings 5 Click Set Legal Holidays to add your annual list of legal holidays Next click Add Ho
21. SES cssccssccnsccnsccsscnsscnsccasecasecsecsescssecasesauscancssscssecsessaussancsanenans 11 Accessing Vallos Legve TYDES seoirersariars merenn E E 12 RODOPSIN A 13 CompanY Ledave REDOT arses cea ceceees rne REE TETEE E REE 13 OUP L OVE RPO oe n E T T E I ET T E R 17 EmMDlOYyeES Leave REPOT ierse a EEEE A os cane A S 17 PEMO OV EDE I e A EA TEE A A EEEE 19 Employee Leave Report Download ssscccsseeeeeeesectnsececensescsesecseusecssensessesesssenecensnses 22 Employee Pending Request Alert ccccssseccsssseeeeesecccsecseeeseeessecscesecsseusesssusesssasecsnenses 22 VIW LOSS ashe cae coreconscnuns E EE onseseucosess 23 EVVMNOV CCS acess cesicecrtsssrceu wads E E E 24 All Employees TAG UNG ieri harreren eee E TERE EENE IR TRE O ERE 25 AGU ETID WVO a E E E T SA 25 EaU TO OV E a a E A A A 25 Pelete od 64 6 8 11 2 lt n enn E EATE EEE T ee ene eee eee 25 Manual TOC Catia co divcoc donde EE E E ode EE E EEE AE E EE E 26 GOUD LI T eea E E E E E E 26 FC GO AEEA PEETA E EA E A A ETA A ET O treews 27 User EPI OV CO ACCON ase E ERE 27 Account ACCESS EMO erresiren rarna EAE EEEE ET EOE ETIE EENE EE 27 Employee User Dashhoar O nee meme ee en nee A ne TEANA E T ee 28 Employee User Leave Request Form ocsscccccccccccccccsccccssscseeeeeeeeseeeeececesssssssesessuueeneeeeeeess 29 Employee Dashboard Calendar sscccssccccccccccccccccccccccccceeeeceeeseeeeeeeesssssssseeesseaueeeeeeseees 32 SUPOT eea E O OEE EEES 32 Copyright 2013 Pungu
22. an click on the button to approve or reject the Pending Request You may choose to Add a message to the approval or rejection action This message is then emailed to the user in question Copyright 2013 Pungu LLC Page 11 CaptureLeave User s Manual March 2013 Accessing Various Leave Types CaptureLeave uses a color coded system to enable you easily differentiate between different types of leave request Simply click on the particular type of leave request or details in your Dashboard to get additional information on it February 2013 March 2013 April 2013 MO TU WE TH FR 3 3U MO TU WE TH FR 3U MO TU WE TH FR 3 3U MO TU WE TH FR 34 U 1 2 2 1 2 2 1 2 3 4 5 6 F 1 2 3 4 45 4 5 6 F 6 amp 3 70 4 5 6 7 8 3 430 a poa 13 14 amp j 77 8 93 410 i 11 12 13 14 15 16 17 11 12 13 14 15 16 17 15 16 17 18 419 20 21 13 14 15 16 17 16 19 18 19 20 21 22 23 24 148 19 20 21 22 23 24 22 23 24 25 26 27 28 20 21 22 23 274 25 26 25 276 27 28 29 30 31 29 30 27 28 29 30 34 E Faid Darf iW Unpaid Day Off Legal Day OF W FPending Day Of iH Not Granted Day Off M Faid vacation W Paid amp ickLeave FMLA Unpaid Personal Leave M Special Travel Leave For example clicking on FMLA will display all employees who have requested FMLA leave You can click on the employee s name to see additional details about the leave request Requests Cust
23. aptureLeave User s Manual March 2013 Employee Leave Report Download Download your Employee Leave report by clicking on the Export to XLS button at the end of the Employee Leave Report page 5 Lazarus Atudiko Opening Employees export 09 23 2012 xls You have chosen to open 6 Cornelius Tongbri El Employees export 09 23 2012 xIs which is a Microsoft Excel 97 2003 Worksheet 4 5 KB from https captureleave com 7 John Samson What should Firefox do with this file Open with Microsoft Excel default 8 George Forest 9 Osborne Jones 10 Smart Susan a Export to XLS You can save or open the report Here s a sample of how the report looks like Individual Employee Report A B C D E F G H l J K Name Email Hours Approved Total Balance Paid Unpaid Paid Vacation Paid Sick Leave FMLA Unpaid Personal Leave John Paul jp2 captureleave com 80 112 32 80 3 0 0 80 3 Complete Organization Report B C D E F G H J K Name Email Hours Approved Total Balance Paid Unpaid Paid Vacation Paid Sick Leave FMLA Unpaid Personal Leave Candy Johnson candyj captureleave com 21 80 59 21 0 21 0 0 0 Fred Baduriwe fredb captureleave com 0 112 112 0 6 0 0 0 6 John Paul jp2 captureleave com 60 112 32 60 3 0 0 60 3 Sam Johnston help chaggi com 13 112 99 13 0 0 0 0 0 Susan Rice suerice captureleave com 0 56 56 0 0 0 0 0 0 Employee Pending Request Alert When you have a new employee leave request pending
24. ashboard The Dashboard itself displays a quick overview of your account It displays the Days Off summary Days Off Requests Pending Days Off Requests Approved Days Off Requested Rejected or Not Granted as well as a Quick Calendar showing upcoming leave requests in a snapshot view Your Dashboard also displays any Custom Labels you have Simply click on the leave label to get details CAPTURE LEAVE Dashboard Sam Johnston Dashboard Days Off Pt February 2013 March 2013 April 2013 9 n MO TU WE TH FR SA SU MO TU WE TH FR SA SU MO TU WE TH FR SA SU MO TU WE TH FR SA SU gt 2 1 23 4 eee 1 2 3 4 5 E 1 2 3 4 5 E 4 5 6 7 8 9 40 4 5 6 7 8 9140 EE 13 414 6 7 8 9 10 44 42 AA N 41 12 13 14 15 16 417 11 EPJ 13 14 15 16 17 15 16 17 18 20 24 13 14 15 16 17 18 19 m 48 19 20 21 22 23 24 g 23 24 22 23 24 25 26 27 28 20 21 22 23 24 25 26 Period 25 26 27 28 e830 31 29 30 27 28 29 30 34 eek Approved l f John Paul requested 3 Hours last w Approved MPaidDayOf MUnpaidDayOf MiLegalDayOf W Pending DayOff W Not Granted Day Off E Paid Vacation W Paid SickLeave FMLA W Unpaid Personal Leave W Special Travel Leave John Paul requested 0 Days Off last week Approved Candy Johnson requested 5 Hours last week Approved Susan Rice requested 7 Hours last week Approved Candy Johnson requested 1 Days Off last week Approved Processing Leave Requests If you have a Pending Request you c
25. level report click on the Groups tab in the Reports area Company i Groups Employees 2012 Jan Dec Groups now 73 Name Employees Days Off Approved Total 0 42 1 Senior Staff 3 15 35 2 New Employees 5 gosoeoesesessosoeoessosososssssog Company Groups Employees 2013 now 21 Groups a Name Employees Hours Approved Total 75 280 1 Senior Managers 2 108 304 2 New Hires 3 The Groups report show how users in your groups are taking their vacation days From the example above your New Employees are spending more time outside the office than your Senior Staff or Managers Employees Leave Report The Employees Leave Report is available in the Employees tab of the Reports section This report gives you an employee listing showing how many days off the employee has requested and approved versus total outstanding vacation days Employees Days off Report Copyright 2013 Pungu LLC Page 17 CaptureLeave User s Manual March 2013 Company Groups Employees 2012 Jan Dec Em ployees now 73 All Senior Staff New Employees Name Days Off Approved Total 0 14 1 Don Weobong 0 14 2 Marsha Weobong 2 14 3 Susan Webber 0 7 4 Tom Jones 4 7 5 Lazarus Atudiko 57 9 14 6 Cornelius Tongbri 7 John Samson Company Groups 2013 now 21 Employees All Senior Managers New Hires Name Hours Approved Total 19 16 1 Sam Johnston 11 12 56 2 Susan Rice 80
26. lidays to save your list of Annual Holidays You can always go back and change or edit this holidays list Annual Holidays No legal holidays set yet 2012 12 25 2012 X 01 01 2012 x MO TU WE TH FR SA SU MO TU WE TH FR SA SU MO TU WE TH FR SA SU MO TU WE TH FR SA SU 4 4 2 3 4 5 1 2 3 4 1 01 16 2012 x 2 3 4 5 6 7 8 6 7 8 9 10 4 12 5 6 7 8 9 40 44 2 3 4 5 6 EAS 02 20 2012 X a 1410 11 12 13 14 15 13 14 45 16 17 18 19 12 13 1415 16 47 48 9 40 11 12 43 44 45 05 28 2012 X 16 EY 48 19 20 24 22 EJ 21 22 23 24 25 26 19 20 21 22 23 24 25 46 17 48 19 20 24 22 07 04 2012 x 23 24 25 26 27 28 29 27 28 29 26 27 28 29 30 34 23 24 25 26 27 28 29 30 34 30 09 03 2012 X 10 08 2012 X 11 11 2012 MO TU WE TH FR M SU MO TU WE TH FR SA SU MO TU WE TH FR SA SU MO TU WE TH FR SA 9 11 22 2012 X 1 2 3 4 EE 1 2 3 1 1 2 3 EAE 7 8 9 10 11 42 43 4 5 6 17 8 9 40 2 s s 7 2 6 7 8 9 10 44 142 Add Holidays 14 15 16 17 18 19 20 11 12 13 14 15 16 17 9 40 41 12 13 44 45 1314 15 16 17 18 19 24 22 23 24 25 26 27 18 19 20 21 22 23 24 16 17 18 19 20 24 22 20 21 22 23 24 25 26 B 2 30 31 25 26 27 28 29 30 23 24 25 26 27 28 29 27 28 29 30 31 30 31 e Alternatively you can import the system generated Annual Holidays list Copyright 2013 Pungu LLC Page
27. o login to Forgot your password CaptureLeave When you first log into CaptureLeave you will be taken to your Settings tab Copyright 2013 Pungu LLC Page 4 CaptureLeave User s Manual March 2013 You are currently using the CaptureLeave Free Trial account Your free trial ends in 30 days a in ac aaa Samp Steven Jones to upgrade and retain your settings f Account Organization Groups Import Custom Labels Account Your account is Free Trial Click Change Pricing Plan select the right plan and enter your billing information below Employees 1 5 Change Pricing Plan First Name Steven Last Name Jones Employee Email eleapm7 gmail com From your Settings tab you can edit your Account Organization Groups and even Import your users employees or create Custom Labels Your CaptureLeave account also shows tabs for Dashboard Reports and Employees as well as a dropdown menu for your profile Settings Organization Selecting Organization on the Settings menu displays the Organization screen illustrated below where your Organization s details including Name Default number of Days Off Date Format Allow Hourly Requests and Legal Holidays is shown and stored Copyright 2013 Pungu LLC Page 5 CaptureLeave User s Manual March 2013 Bri PT LE iA i ii anes i ps You are currentl to up Account Organization Groups Import Custom Labels Organization Your
28. ode 3ba31f35cbc 3c3082df1cf0bf9f230 e9 amp action activate CaptureLeave Team Support email CaptureLeave Team Once you confirm your account by clicking on the link provided in your email you will automatically be logged into CaptureLeave SS You are currently using the CaptureLeave Free Trial account Your free trial ends in 30 days A i SEE IOE ATE A Steven Jones to upgrade and retain your settings Account Organization Groups Import Custom Labels Account Your account is Free Trial Click Change Pricing Plan select the right plan and enter your billing information below Employees 1 5 Change Pricing Plan First Name Steven Last Name Jones Employee Email eleapm7 gmail com Subsequent logins can be done from the home or login page of CaptureLeave Copyright 2013 Pungu LLC Page 3 CaptureLeave User s Manual March 2013 Comprehensive Easy to Use Leave Management amp Vacation Tracking Login to your account Company Email Password Remember me Forgot your password Quick Insightful Reports Create an account Follow the steps below to successfully log in to CaptureLeave 1 Enter the Email Address that you used Login to your account when completing the Registration form in the Email text field 2 Enter the Password that you chose Pacewont when completing the Registration form in the Password text field F Remember me 3 Click the Login button t
29. om FMLA Fred Baduriwe requested 5 Days Off on 03 18 2013 John Paul requested 10 Days Off on 03 08 2013 Need to take care of my sick baby Paid Days FMLA f 03 18 2013 f 03 19 2013 f 03 20 2013 ff 03 21 2013 03 22 2013 03 25 2013 f 03 26 2013 03 27 2013 03 28 2013 ff 03 29 2013 Slide Up Copyright 2013 Pungu LLC Page 12 CaptureLeave User s Manual March 2013 Reports Click on Reports to access the Reports area in CaptureLeave Sam Johnston Company Groups Employees 2013 Current Year is 21 Complete Com pany a 2013 al January 2013 February 2013 MO TU WE TH FR SA SU MO TU WE TH FR SA SU MO TU WE TH FR SA SU MO TU WE TH FR SA SU 4 2 3 4 fee 1 2 13 1 23 1 6 7 7 8 9 10 41 42 43 4 5 6 7 8 9 40 4 5 6 7 8 9 40 8 10 11 13 14 1414 15 1617 18 19 20 11 12 13 14 15 16 17 11 13 415 16 417 1516 17 20 21 21 22 23 24 25 26 27 18 19 20 21 22 23 24 23 24 22 23 24 25 26 27 28 33 28 28 29 30 31 25 26 27 28 30 31 29 30 m 66 72 June 2013 MO TU WE TH FR SA U MO TU WE TH FR SA SU MO TU WE TH FR SA SU MO TU WE TH FR SA U 1 2 3 oe a2 4 2 3 4 5 foo 1 2 E l 6 7 8 9 10 4 12 3 4 5 6 7 8 9 8 9 40 41 12 43 44 5 6 7 8 9 10 kena oral 13 14 15 16 17 18 19 10 11 12 13 14 15 16 15 146 17 148 19 20 24 42 13 14 15 16 17 18 E 401 Paid Hours 20 21 22 23 24 25 26 47 48 19 20 21 22 23 22 23 24
30. p Of course if the request is not granted the employee user can click on the button to see the details on why this request was not approved Slide Up The employee user can click to close this screen Copyright 2013 Pungu LLC Page 31 CaptureLeave User s Manual March 2013 Employee Dashboard Calendar Employees users can access their leave calendar via their dashboard The dashboard shows Paid Day Off Unpaid Day Off Legal Day Off Pending Day Off Not Granted Day Off via the employee calendar september 2012 October 2012 November 2012 December 2012 MO TU WE TH FR 3 sU MO TU WE TH FR 3A W MO TU WE TH FR 3A WW M TU WE TH FR 3A 3U 1 2 1 2 3 4 5 6j7 1 2 3 4 1 2 4 5 6 7 8 9 9 40 44 42 43 44 5 6 77 8 9 10 8h 31 4 5 6 7 8 5 10 41 12 13 14 15 16 15 16 17 18 ERY 20 1 12 13 14 15 16 47 18 10 11 12 13 14 15 16 a7 148 19 20 24 22 23 22 23 24 25 26 27 26 19 20 21 E4 23 24 25 7 18 19 20 21 22 23 24 Ey 26 27 28 29 30 29 30 31 26 27 28 29 30 24 PLY 26 27 28 29 30 31 E Faid Day OF E Unpaid Day Off Legal Day Off W Pending Day Off W Not Granted Day Off Support CaptureLeave Support is available 24 hours per day 7 days a week Getting started or managing your CaptureLeave account is easy The CaptureLeave Online Library How to do everything videos and manuals user guides with step by step instructions will help you manage all
31. p Name Default Days Off Save User Employee Account The Employee or user dashboard is simple and elegant When an employee is first added to an account they will receive an email containing their account information Account Access Email See an example of the account password email Copyright 2013 Pungu LLC Page 27 CaptureLeave User s Manual March 2013 Your Telania LLC account password Inbox x s eae a eer Turn on highlighting Forward all Collapse all Print all CaptureLeave Team via gmail com Sep 19 4 days ago A to John Hello John Samson You have been added as an employee of Telania LLC on CaptureLeave where you can ask your company for days off Here are you account credentials Email samson captureleave com Password To access your account click the following link https captureleave com Once the user clicks on the https captureleave com link they are able to login using the email address and password shown in their account email message Log in to your account Your email address blazarus captureleave com E Remember me Recover your password Don t have an account Create account Employee User Dashboard When an employee or user first logs in they have a clean and crisp user dashboard to work with Copyright 2013 Pungu LLC Page 28 CaptureLeave User s Manual Dashboard March 2013 Dashboard Days Off left 7 0 7 0 0
32. te employee Are you sure you want to delete George Forest Copyright 2013 Pungu LLC Page 25 CaptureLeave User s Manual March 2013 Please NOTE Delete is final If an employee is deleted all their leave and vacation tracking activity is deleted from the system and CAN T be retrieved Manual Leave If you need to manually add leave to individual employees or if an Admin needs to add request or add leave to their account simply click on the Employee s name from the Employees tab Days Offleft 8 days Adjust 2013 0 10 es January 2013 MO TU WE TH FR SA SU MO TU WE TH FR SA sU MO TU WE TH FR SA U MO TU WE TH FR S 8U 1 2 4 56 4 aes 4 ene 1 2 3 4 5 PE Fa iae Candy Edit 7 8 9 10 44 42 43 4 5 6 7 8 9 40 4 5 7 8 9 40 8 9 10 11 EPJ 13 14 14 15 16 17 18 49 20 11 12 13 14 15 46 17 1 14 15 16 17 15 16 17 KEJ 19 20 21 Last Name Johnson 21 22 23 24 25 26 27 18 19 20 21 22 23 24 18 19 2122 23 24 22 23 24 25 26 27 28 28 29 30 31 25 26 27 28 25 26 27 28 29 30 341 29 30 Employee Email candyj captureleave com Group New Hires aaa August 20135 Give admin rights MO TU WE TH FR SA W MO TU WE TH FR SA SU MO TU WE TH FR SA U MO TU WE TH FR S U 1 2 3 RSS 1 2 1 2 3 4 5 ioe 1 2 eae 6 7 8 9 10 4 42 3 4 5 6 7 8 9 8 9 10 11 12 43 14 5 6 7 8 9 40 13 14 15 16 17 48 19 10 11 12 13 14 1516 1415 16 17 18 19 20 21 12 13 14 15 16 17 18 Riau
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