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How do I create a new analysis code?

After you have completed the General Tab, you can enter or amend the settings for the selected code. These tickboxes are used to define how the code is used within Optimum, and should be completed carefully. The table below describes these settings:

Authorise Tick this if changes to values held in this code need to be authorised by a supervisor
Leave Request Ticking this makes the code available on the Leave Request screen, if the code's Function is Leave or Absence
Manual Delete Tick this if the code can be manually deleted
Manual Edit Tick this if the code can be edited
Reduce ABS Tick this if the code should reduce the absence value held for the employee
Request Adjustment Ticking this makes the code available on the Request Adjustment screen, if the code's Function is Open, Early Leaving, Late or Lieu
Rules Ignore Tick this if the code should ignore any rules
System ABS Tick this if the code is a system absence code
System ELV Tick this if the code is a system early leave code
System Late Tick this if the code is a system late code
System Leave Tick this if the code is a system leave code
Required Tick this if the code is a required system code
Timesheet Tick this if the code can be edited in the daily timesheet
Book Leave Tick this if the code can be used to book leave
Cert. Required Tick this if a certificate is required for the code (e.g. doctor's certificate, MATB1)

Click Save. Then move to the Report Columns Tab.

 

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