Use this subtask 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 initializing Costpoint and update it when the leave year is closed.
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 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.
This non-editable checkbox populates 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 Maintain Leave Beginning Balances screen, this check box is automatically selected.
Enter the leave year to which this beginning balance applies.
Enter the amount, in dollars, of the beginning balance for this Leave Type. If the employee has a zero beginning balance, enter "0.00."
Enter the beginning balance, in hours, for this Leave Type. If the employee has a zero beginning balance, enter "0.00."
If there is a beginning balance of leave lost for this Leave Type, enter the dollar value.
If there is a beginning balance of leave lost for this Leave Type, enter the number of hours lost.
If there is a beginning balance of deferred hours for this Leave Type, enter the dollar value.
If there is a beginning balance of deferred hours for this Leave Type, enter the number of deferred hours.