Use this screen to establish leave codes that represent a predetermined schedule for accruing the leave types that are established in the Leave Types screen (for example, vacation, sick, holiday, and other leave). This table associates the leave types with a leave code, with each leave code representing a method or predetermined schedule of accruing leave. The characteristics that apply to the leave type also apply to the leave code. Therefore, if you make any changes to the leave type characteristics, you must also make them to the leave codes, within the Leave table.
You must establish leave codes before you can assign leave codes to employees and before you compute leave accruals.
Enter the various leave codes that you wish to use to further define the method or predetermined schedule for accruing leave. You can establish several leave codes for each (major) leave type. The code is a six-character alphanumeric, user-defined field. Be sure to assign the leave code to the appropriate leave type, because the characteristics of the leave type also apply to the leave code (for example, leave period ceiling). This is a required field.
Enter up to a 30-character alphanumeric description for this leave code in this required field.
From this drop-down box, select the (major) leave type that will be assigned to this leave cycle. This drop-down box is populated from the Leave Types screen. This is a required field.
Enter, or use Lookup to select, the leave code for paying out excess leave balances.
Use this group box to determine the basis for calculating the number of days to defer employee leave accruals.
Select this radio button if the starting basis for calculating the number of days to defer is the employee's Current Hire date in the Basic Employee Info screen in Costpoint Employee.
Select this radio button if the starting basis for calculating the number of days to defer is the employee's Lv Hire Date in the Employee Leave screen in Costpoint Employee.
Enter the number of days to defer the availability (usage) of leave by an employee in this four-digit numeric field. This deferral applies even though the employee is accruing credit for leave earned, based on the employee's leave-hire date or hire date.
Example: Company policy may allow leave to accrue from an employee's hire date, but may require a 90-day waiting period from the hire date before an employee can begin to use the accrued leave.
Select this checkbox to include negative balances in leave year carryover. If this checkbox is not selected, the negative balances will be brought to zero.
Use this table to set up leave information for this leave code. After entering all leave codes, select the Save button on the toolbar. Costpoint sorts the entries in Months of Service order. At least one row of information is required. You can use as many rows as necessary.
Enter the number of months of completed service required to be eligible for this line. This column determines which line of the table is applicable to an employee. After an employee completes the designated months of service, the employee's leave accrual rate changes beginning with the leave period that contains the employee's anniversary date (the anniversary date calculation depends upon which selection you made in the Months of Service Calculation group box in the Leave Settings screen - Lv Period Start Date or Lv Period End Date). For example, if you enter "012" in this field, the employee will accrue the leave rate after completing 12 months of service. The table below shows the possible period when the new accrual rate will take effect.
|
Hire Date |
Method |
One Year |
Leave Period |
Effective Period |
|
02/01/94 |
Start |
02/01/95 |
02/01/95 - 02/14/95 |
02/01/95 - 02/14/95 |
|
02/02/94 |
Start |
02/02/95 |
02/01/95 - 02/14/95 |
02/15/95 - 02/28/95 |
Notice, in the example, that if the months-of-completed-service anniversary date coincides exactly with the pay period start date, the employee will receive the new accrual rate. However, if the anniversary date is after the start date, the new rate will not become effective until the next pay period.
When you select Lv Period Start Date in the Months of Service Calculation group box in the Leave Settings screen, the start dates for semi-monthly payroll periods are the 1st and the 16th of the month. This should not change.
From the drop-down select one of the following methods to calculate leave accruals:
A - Annually on Hire Date — Block grant type of leave accrual - REPEATS ANNUALLY - based upon the number of months since the employee's leave hire date (or hire date if the Leave Hire Date in the Employee Leave screen is blank). The block grant is effective for the leave period in which the anniversary of the employee's leave hire date (or hire date if the Leave Hire Date in the Employee Leave screen is blank) falls.
B - One Time on Hire Date — Block grant type of leave accrual - ONE TIME ONLY - based upon the number of months since the employee's leave hire date (or hire date if the Leave Hire Date in the Employee Leave screen is blank).
C - Annually on Block Grant Date — Block grant type of leave accrual - REPEATS ANNUALLY - based upon the number of months of service since the hire date or (MM/DD). The block grant is effective for the leave period in which this block grant date falls. If the block grant date falls within the current leave period, it will be effective for the current leave period.
D - One-time on Block Grant Date — Block grant type of leave accrual - ONE TIME ONLY - based upon the number of months of service since the hire date or leave hire date, AND the date specified in the D-Method Date column. This method follows the logic of the "C" method, except it is effective as a ONE TIME ONLY type of block grant.
E - Annually on Hire Date (Posted Hours) — When the system computes leave, if the employee's anniversary month/day falls within the leave period being computed and the leave type assigned to the employee has this compute method, the system multiplies the employee's total hours worked within the anniversary year by the accrual rate to determine the leave period accrual.
H - Regular Hours — Calculates the leave accrued by the number of regular hours worked in the period multiplied by the accrual rate. Overtime hours are not used. The appropriate rate to use depends on the number of months since the leave hire date or the hire date (if leave hire date is zeros).
P - Leave Period — Calculates the leave accrued by the accrual rate specified for the leave period. Like the "H" method, the appropriate rate to use depends on the number of months of service.
Enter the reference date when a block of leave is to be distributed to all employees covered under this subtype schedule. This column is for Compute Method "C" (MM/DD).
Enter the reference date on which a block of leave is to be distributed to all employees covered under this subtype schedule. This column is for Compute Method "D" (MM/DD/YYYY).
Enter the rate or amount, in hours, at which an employee accrues leave, based upon the Compute Method selected. If you entered "H" in the Compute Method column, the system will multiply the rate entered here by the timesheet regular hours or the Lv Hours Ceiling (from the Leave Periods screen), whichever is less, to arrive at the leave period accrual rate. For example, if leave is accrued weekly and the maximum amount that can be accrued per leave period is 1.54, enter .0385 in this field. The employee will accrue .0385 hours of leave for each regular hour worked, up to the maximum of 1.54 hours (.0385 X 40 Lv Hours Ceiling). Any hours over the 40 standard leave hours will not be used in the leave accrual calculation. If the Compute Method is "P," the amount entered here will be the accrual rate per leave period.
State the rate or amount in hours, even if you are tracking by dollars.
If you selected the Leave Period radio button in the Ceiling Method group box in the Leave Types screen, enter the maximum amount of unused leave an employee can carry over to the next leave period during the year. For example, if the ceiling method for vacation is Leave Period, Costpoint uses this ceiling. If you are tracking by hours, enter hours in this field. Likewise, if you are tracking by dollars, enter a dollar ceiling.
Enter the maximum amount of unused leave an employee can carry over to the next leave year. The Close Leave Year screen uses this amount when closing the leave year, regardless of the Leave Period ceiling. However, if you set the ceiling method to Leave Period in the Leave Types screen, the Year Ceiling should not exceed the Leave Period Ceiling. If you are tracking by hours, enter hours in this field. If you are tracking by dollars, enter a dollar ceiling.
Carry-over ceilings are valid for methods "H" and "P" and block grants "A" and "C" only. However, Costpoint adds any ceilings entered for methods "A" and "C" to a "P" or "H" ceiling for the affected employee (and to the other "A" or "C" ceiling, respectively - if applicable). "A" and "C" ceilings do not track separately; Costpoint adds the "A" and "C" ceilings only to "P" or "H" ceilings.
Therefore, it is best to code the carry-over ceiling as "zero" if you have already coded a carry-over ceiling to a method "P" or "H." If you do not have a method "P" or "H," a carry-over ceiling for a method "A" or "C" is appropriate.
Do not code a very high limit for an "A" or "C" ceiling if you also have a "P" or "H" ceiling; the result will be a very high limit for the "P" or "H" ceilings because Costpoint adds the ceilings together.
Changes to this screen update the following table:
Leave Table - LV_TABLE
Leave Table Schedule - LV_TABLE_SCH
Leave Type - LV_TYPE