Use this screen to assign leave codes and leave-related hire dates to an individual employee. Several other fields and balances related to employee leave are also displayed on this screen.
Before you can assign an employee's leave information here, you must set up the Basic Employee Info screen, add the beginning balances in the Maintain Leave Beginning Balances screen, and establish the leave types in the Leave Tables screen and the leave codes in the Leave Settings screen (both in Costpoint Leave).
Enter, or use Lookup to select, the employee ID. The field to the right will display the employee name from the main screen.
Enter, or use Lookup to select, the leave type to assign to this employee. This leave type must have been previously set up in the Leave Types screen in Costpoint Leave. This is a required field.
Enter, or use Lookup to select, a leave code for the Leave Type assigned for this employee. This leave code must have been previously set up in the Leave Tables screen in Costpoint Leave. This is a required field.
This non-editable checkbox is populated after you enter a leave type in this screen. If the Use as Excess Leave Payout Leave Type checkbox is selected in the Leave Types screen (People\Leave\Leave Controls) for the leave type you entered in the Employee Leave screen, this check box is automatically selected.
Enter the leave hire date associated with the Leave Code. If you leave this field blank, the Current Hire date entered for this employee in the Basic Employee Info screen will be used.
This non-editable field displays the estimated accrual rate for this employee using either the "P" or "H" accrual method for the current open leave period (see the Compute Method column in the Leave Tables screen in Costpoint Leave).
"P" calculates leave accrued by the accrual rate specified by the leave pay period. "H" calculates leave accrued by the number of regular hours in the period multiplied by the accrual rate.
This non-editable field displays the estimated accrual rate, including both block grants and the "P" or "H" Rate, for this employee.
This non-editable field displays the leave year beginning balance related to this Leave Code for this employee. You initialize the beginning balance in Maintain Leave Beginning Balances screen.
This non-editable field displays the year-to-date leave accrual for this employee for the indicated Leave Code.
This field displays the year-to-date leave used for this employee for the indicated Leave Code.
This field displays the current-leave balance for this employee for the indicated Leave Code.
This field displays the year-to-date deferred leave balance for this employee for the indicated Leave Code.
This field displays the leave-year beginning balance for this employee's deferred leave for the indicated Leave Code.
This field displays the leave-year beginning balance for this employee's lost leave for the indicated Leave Code.
This field displays the year-to-date leave lost for this employee for the indicated Leave Code.
This field displays the cumulative leave lost balance for this employee for the indicated Leave Code. The system calculates this value by adding the previous two columns (Lost Beg Bal + Lost YTD).