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How do I edit existing analysis codes?

Many of the settings relating to an Analysis Codes can be edited after it has been created.

 

You cannot change the Code.

  1. Select Analysis Codes from the menu.

Existing Analysis Codes are listed on the left-hand side of the screen, in the Analysis Codes box.

  1. Select the Analysis Code that you want to edit. The current values are displayed on the right-hand side of the screen.

  2. Make the necessary changes to the values.

The Code Function field affects how the code is used within Optimum, including which screens and reports it is available on. To be available on:

  • the Book Leave screen, Code Function must be Leave or Absence

  • the Adjustment Request screen, Code Function must be Open, Early Leaving, Late or Lieu

  • the Leave Request screen, Code Function must be Leave or Absence

  • the Time-In-Lieu screen, Code Function must be Leave

A number of tickboxes are listed towards the right-hand side of the screen. These 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 this code can be manually deleted
Manual Edit Tick this if this 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
  1. When the necessary changes have been made, click Save.

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