Leave Beginning Balances Subtask

Use this screen to initialize an employee's beginning leave balances and to correct beginning leave balances, if necessary, after closing the leave year.

Use this screen when you initialize Costpoint and update it when the leave year closes.

Warning:

Use caution in assigning rights to edit this screen. The values in this screen are crucial for calculating leave cumulatively.

Contents

Field	Description
Leave Type	Enter, or click to select, the employee's leave type to which this beginning balance applies. Enter all of this employee's leave types, even if there is a zero beginning balance.
Payout Leave Type	This non-editable checkbox populates after you enter a leave type on this screen. If the Payout Leave Type checkbox is selected on the Manage Leave Types screen for the leave type you selected, this checkbox is automatically selected.
Leave Year	Enter the leave year to which this beginning balance applies.

Field	Description
Beginning Balance Hours	Enter the beginning balance, in hours, for this leave type. If the employee has a zero beginning balance, enter 0.00.
Transaction Amount	Enter the employee's transaction amount as of the first day of the leave year. This field is populated when a new record is entered or added when the leave year is closed. This field is available if you have a license for Costpoint Multicurrency (MU).
Beginning Balance Amount	Enter the amount, in dollars, of the beginning balance for this leave type. If the employee has a zero beginning balance, enter 0.00.
Beginning Balance Deferred Hours	If there is a beginning balance of deferred hours for this leave type, enter the number of deferred hours.
Deferred Transaction Amount	Enter the employee's deferred transaction amount as of the first day of the leave year. This field is populated when a new record is entered or added when the leave year is closed. This field is available if you have a license for Costpoint Multicurrency (MU).
Beginning Balance Deferred Amount	If there is a beginning balance of deferred hours for this leave type, enter the dollar value.
Beginning Balance Lost Hours	If there is a beginning balance of leave lost for this leave type, enter the number of hours lost.
Lost Transaction Amount	Enter the employee's lost transaction amount as of the first day of the leave year. This field is populated when a new record is entered or added when the leave year is closed. This field is available if you have a license for Costpoint Multi-currency (MU).
Beginning Balance Lost Amount	If there is a beginning balance of leave lost for this leave type, enter the dollar value.

Field	Description
New Leave Type	Enter, or click to select, the leave type to which the leave balances should be transferred. The Reconcile Leave Balances process moves the beginning balance, accrued, deferred, lost, and used data from the current leave type to the new leave type when the leave is computed for the specified leave period end date.
New Leave Code	Enter, or click to select, the leave code to which the leave balances should be transferred. The Reconcile Leave Balances process moves the beginning balance, accrued, deferred, lost, and used data from the current leave type/leave code to the new leave type/new leave code when the leave is computed for the specified leave period end date.
Leave Period End Date	Enter, or click to select, the leave period end date on which the leave balances should be transferred. The Reconcile Leave Balances process moves the beginning balance, accrued, deferred, lost, and used data from the current leave type to the new leave type when the leave is computed for the specified leave period end date.
Leave Type Transferred	This disabled checkbox is used to indicate whether or not the leave was transferred to the new leave type. The Reconcile Leave Balances process selects this checkbox when leave balances are transferred from this employee/leave type/leave year combination to the new leave type.