Creating Leave Certification Records

Create, edit, or delete leave certification records for employees as needed.

Your ability to work with leave certification records depends on which of the following security permission keys you are granted:
  • OPS > Attachments > Leave Certifications > Attach File
  • OPS > Attachments > Leave Certifications > Create Hyperlink
  • OPS > Attachments > Leave Certifications > Delete
  • OPS > Attachments > Leave Certifications > Print
  • OPS > Attachments > Leave Certifications > View
  • OPS > Employee Profile > Leave Certifications > Add
  • OPS > Employee Profile > Leave Certifications > Delete
  • OPS > Employee Profile > Leave Certifications > Edit > Public Information
  • OPS > Employee Profile > Leave Certifications > Leave Restriction > Edit
  • OPS > Employee Profile > Leave Certifications > Leave Restriction > View
  • OPS > Employee Profile > Leave Certifications > View > Public Information
  1. Open the Employee Profile screen and set the Context (F3).
  2. Select an employee and then Leave Certifications.
    Depending on system configuration, this may be named after a specific certification type. For example, FMLA Certifications or FCL Certifications.
  3. In the detail view, right-click and select Add New Record.
    An FMLA ID is assigned to the record.
    FMLA Certifications
  4. Select the Leave Type.
    • CFRA (California Family Rights Act)
    • FCL (Family Caregiver Leave)
    • FMLA (Family Medical Leave Act)
    • PDL (Pregnancy Disability Leave)
    • PPL (Paid Parental Leave)
    This option is only available if your agency uses multiple leave types. If your employee menu item says Leave Certifications and you don't see a Leave Type field, right-click in form view and select Customize. Select Leave Type and then OK. If needed, use Design Mode to update the screen layout.
  5. Enter the Name of the employee's relative.
  6. Select the Relationship Id between the employee and the person identified in the Name field.
  7. Enter the first and last date of the certification in the From Date and To Date fields.
  8. If applicable, select the start of the previous recertification date in the Last Re-certification Date field.
  9. If applicable, select Intermittent.
  10. Optional: Enter any Comments.
  11. Select Save.
  12. After saving the record, you can add an attachment:
    1. Select the record and then Attachments.
    2. Select the Document Type.
      Document types are defined by a system administrator. If only FMLA certification is enabled in the system document types defined with a Source of FMLA are available. Otherwise, only document types defined with a Source of Employee are available.
    3. Select a Display Option, if applicable.
      Any documents that require employee acknowledgement should have Employee Self-Service selected. (Employee Self-Service is an OPS add-on module.)
    4. Define the View From Date and, if applicable, the View To Date.
    5. If the employee must acknowledge the document, select Acknowledgement Required.
      Any documents that require employee acknowledgement should have Employee Self-Service selected under Display Option. (Employee Self-Service is an OPS add-on.)
      Documents that require acknowledgement but haven't been acknowledged are marked with a red circle in the Attributes column.
    6. Do one of the following:
      • Attach File (adds the file to the database). Use the ellipsis button (…) to navigate to and select the file.
      • Add File Location (defines the file location on your system). Use the ellipsis button (…) to navigate to and select the file location.
      • Add URL (defines a URL and name to call the file in OPS). Enter a URL and Name to be used for the link.
    7. Select Save.
    8. Add any Comments and select Save.
    9. Add another file (select Add File) or select x to exit.
    Attached documents can be viewed in both Employee Profile - Leave Certifications and Employee Profile - Documents.
  13. If applicable, select Approved.
  14. Optional: To delete a leave certification record, select the record and then select Delete: Delete