Comprehensive Leave Management Software

Create and manage unlimited types of leave with varying rules in Microsoft Dynamics® GP Payroll

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Leave Software Features

Track all of your leave plans in one place

Configure your leave plans using your organization’s plan codes and descriptions, such as vacation time, (mandatory) sick time, personal time, administrative leave, comp, volunteer time, or whatever other type of time you want to track. PTO tracking then becomes much easier in Dynamics GP Payroll.

Manage all aspects of your plans

Set up and automate complex accrual schedules and carry-over rules, enforce waiting (probationary) periods, define frequency for accruals and set accrual maximums, balance caps, and carry over limits with our comprehensive leave management software.

Quick leave assignment and mass assignment tools

Save time by assigning leave codes to large groups of employees and/or creating mass leave transactions for large groups with our time off manager.

Detailed Transaction History for each leave type

Our leave software allows you to quickly display leave transaction history for any employee and then easily inspect individual transactions impacting the employee’s balance. The exact date an employee took time off is also displayed.

Process leave at time of Payroll

Comprehensive Leave Manager is tightly integrated with your Dynamics GP Payroll system, processing leave transactions automatically with no extra steps required for your payroll staff.

Manager and Employee self-service access to leave data

Through the HRM Self Service Suite in Microsoft Dynamics GP, employees can easily access and view their leave balances and detailed transaction history, as well as submit leave requests for all leave codes.

Distribute earnings statements via e-mail in a fraction of the time

Comprehensive Leave Management Testimonial from Cedar Hammock
 

Watch our Leave Management Feature in Action

Track and manage unlimited leave codes including sick leave mandates in Microsoft Dynamics GP

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Manage all of your unique leave plans in a single place

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Manage all details of your leave plans

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Quickly assign leave codes to one or to many employees

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Report on leave balances and leave liability

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Manage mandated paid sick leave

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See how much you can save with our ROI Calculator

Comprehensive Leave Manager Testimonial from Mille Lacs

ROI Calculator

Number of Leave Inquiries per pay period
Hours spent investigating each inquiry
Hours spent updating leave balances per pay period
Hours spent checking leave maximums each pay period
Hours spent sending reports to managers
Total hours spent per pay period
Number of pay periods
Hourly rate of resource managing leave
Annual Cost of Current Process
   
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See what customers are saying about Comprehensive Leave Manager

Sethi Management

“Comprehensive Leave Manager allows us to make better use of our time, stay within the same system to look up employee leave information, relay the information to our employees in a timely fashion, and allows the vacation used/earned to appear right on the pay stubs.” – Ganisha Sethi

Central Services Association

“Integrity Data’s Comprehensive Leave Manager solution has made it possible to set up and manage many unique leave plans for our customers. I can always count on knowledgeable and friendly staff at Integrity Data to help with any set up questions.” – Tina Winters, Partner

Taos Mountain, Inc.

“We are users of Comprehensive Leave Manager and love it. We have, on average, 550 employees across the West and have found nothing Comprehensive Leave Manager cannot handle for us and the support is awesome!” – Kerry Draper, Business Analyst

See Charles’ recommendation of
our leave software for tracking sick leave

See how our leave management software accurately solved Debbie’s leave adjustment needs

See how Greg’s leave accrual needs were accurately solved by our time off manager

Resources

Downloads

Comprehensive Leave Manager Fact Sheet

Fact Sheet

Comprehensive Leave Manager User Guide

User Guide

Comprehensive Leave Manager Comparison

GP Leave Manager Comparison

COVID-19 Legislation Blogs for Dynamics GP

> Microsoft Dynamics GP and Comprehensive Leave Manager Strategies for FFCRA Paid Sick Leave Act

> Expanded Family and Medical Leave Act (E-FMLA) and Microsoft Dynamics GP Tips Simplified

Read More COVID-19 Blogs

Knowledge Base

Comprehensive Leave Manager allows a pay code to create an HR instance automatically through payroll.  Within Comprehensive Leave Manager, you can map a pay code that would create an FMLA instance, then when the system processes the pay code through payroll. it creates the HR instance.  Comprehensive Leave Manager prints a report to show the instance information and any exceptions, if it was unable to create the instance.

Comprehensive Leave Manager also has an employee specific calendar, which overrides the company calendar if you assign it to the employee.

Attached is the HR manual, page 221 talks about FMLA in HR.  When it talks about creating an instance, you can do this directly in HR or you can use the Comprehensive Leave Manager FMLA Payroll Setup window HR Payroll > Setup > Human Resources > Benefits and Deductions > FMLA Payroll Setup) to map the pay codes and automatically create the instance for you.

The following windows are what you would set up if you want to use HR FMLA and let Comprehensive Leave Manager auto create the instance.

  • HR – Benefit Preference (HR & Payroll > Setup > Human Resources > Benefits and Deductions > Benefit Preferences)
    • The rolling calendar functions just as the law requires.  There is not any documentation on the process
    • You can set up a companywide FMLA calendar
  • Comprehensive Leave Manager – FMLA Payroll Setup (HR & Payroll > Setup > Human Resources > Benefits and Deductions > FMLA Payroll Setup)
    • Map pay codes to create the FMLA instance with a payroll transaction
    • Keith recommends setting up 4 pay codes
      • FMLA – Paid
      • FMLA – Unpaid
      • FMLA – Paid Military
      • FMLA – Unpaid Military
    • HR – FMLA Instances (Cards > Human Resources > Employee – Benefits > FMLA)
      • The attached document discusses this window further
    • Comprehensive Leave Manager – FMLA Calendar ((Cards > Human Resources > Employee – Benefits > FMLA Calendar)
      • This lets you setup Employee specific down days, hours and days worked.  This calendar overrides the HR calendar that is companywide.

Questions/Resources

If you have any questions or comments please email Support@integrity-data.com.

If you would like to search for information and resources for Integrity Data products check out the following site:

Last Review:       April 2, 2015 – Revision: 1.0

Applies To:

  • Comprehensive Leave Manager Microsoft Dynamics GP 2015
  • Comprehensive Leave Manager Microsoft Dynamics GP 2013
  • Comprehensive Leave Manager Microsoft Dynamics GP 2010

If you do not have SmartList Builder, you may be interested in a SQL view to display leave liability, leave transaction and summary information. The Views.zip folder contains four SQL views and a query named “Select Views.sql”. Run the query first because it will tell you which views already exist.

If you have SmartList Builder, you may want to checkout the SmartList Builder for Comprehensive Leave Manager article.

SL Leave Balances

Contains the Employees leave liability for all leave codes and employees. The report uses current pay code information assigned to the employee to calculate the liability.

APR_PTO_Employee_Code_MSTR (APR_PTO00120),
UPR_MSTR (UPR00100),
APR_PTO_Employee_PayCode_MSTR (APR_PTO00140),
UPR_MSTR_Pay_Type (UPR00400)

SL Leave Summary

Displays data for all employees and leave codes from the Employee Leave Maintenance and Employee Leave Summary window.

APR_PTO_Employee_Code_MSTR (APR_PTO00120)

SL Leave Trans

Displays transactional data for all employees and leave codes from the Employee Leave Transactions window.

APR_PTO_Employee_Trx (APR_PTO20200)

Leave Summary After Calculate

Displays employees and leave codes being processed this pay period and the leave balance amounts. This report only contains data during payroll processing. Run this report after calculate checks to verify leave earned, taken, pending and available amounts for this pay period.

APR_PTO_Employee_Code_WORK (APR_PTO10120),
UPR_MSTR (UPR00100)

Leave Trx after Calculate

Displays data for all employees and leave codes being processed this pay period and the leave balance amounts. This report only contains data during payroll processing. Run this report after calculate checks to verify leave earned, taken, pending and available amounts for this pay period.

APR_PTO_Employee_Code_WORK (APR_PTO10120),
UPR_MSTR (UPR00100)

  • Comprehensive Leave Manager is a perfect tool to manage mandatory sick leave: more cities and states are requiring employers to provide paid sick leave
  • Simple employee FMLA tracking assistant; identify specific pay codes used for FMLA. When these pay codes are used in a payroll transaction, this feature will automatically create an FMLA instance in HR
  • Make adjustments to leave balances: CLM allows for leave adjustments, providing maximum flexibility to handle one-off adjustments to balance amounts. You can also create payout transactions that will get processed through your standard payroll cycle
  • Makes leave sharing among employees possible: CLM easily coordinates leave time transfers to other employees when an employee is in an unfortunate situation and needs extra leave time. Share, donate or transfer leave time to other employees’ sick banks easily.
  • Easily run reports to identify employees with lost time due to maximum or carry-over adjustments and transfer excess leave time to another leave code: view lost time by calendar year, fiscal year or all years. Specify a date range to view lost hours. You can even run the report for all employees or select individuals. When an employee “loses” leave time due to a carry-over maximum, the lost time can be transferred to another leave code for tracking purposes, to be paid out or to be used at a later time (if permissible).
  • Calculate the existing amount of liability for untaken leave in your financials: excel based reports and SmartLists are available to calculate the leave liability that needs to be recorded each month. The report shows each leave code and can be filtered by department

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