COMPUTE LEAVE ACCRUALS

Use this screen to compute and post the leave-related accruals. The leave accruals post to a temporary table first, which allows you to edit the leave amounts (see the documentation for the Maintain Leave Edit Table screen) before posting to the General Ledger (G/L), Leave History, and Leave Balance tables.

The options available for printing and computing the leave accruals are listed below.

You can compute leave accruals at any time within an open leave period but before posting leave accruals to the G/L. Employees with a status of "Inactive" or "Family Medical Leave" (in the Basic Employee Info screen in Costpoint Employee) are skipped.

If you are computing leave accruals based on hours worked in the anniversary year or pay balances in excess of the anniversary year ceiling, you must post labor before you compute leave accruals.

Select Leave Cycle

Cycle

Enter, or use Lookup to select, the leave cycle for which you want to compute leave accruals. This is a required field.

For any leave cycle code, there can be only one open time (leave) period.

For any given leave cycle code, only one leave cycle end date can be present in the Leave Journal. If an old leave cycle period is in the Leave Journal, you will need to post that leave cycle period before computing leave for the next leave period.

Employees for whom a record already exists in the Leave History table for the selected leave cycle/leave end date are not processed because they have already been posted to the G/L.

Leave Period End Date

This non-editable field displays the open leave period for the leave cycle.

Standard Leave Hours

This non-editable field displays the leave cycle's maximum number of hours that will be used to determine the accrued leave during the leave period when the leave code is based on hours worked (the Compute Method is "H" in the Leave Tables screen).

Select Employees

All Employees

Select this checkbox to indicate that all employees assigned to the specified leave cycle should be computed.  If you do not select this checkbox, you must enter at least one employee in the table below.

Employees for whom a record already exists in the Leave History table for the selected leave cycle/leave end date are not processed because they have already been posted to the G/L.

Employee

Enter, or use Lookup to select, the employee ID for which you wish to compute leave.

Name

This non-editable column displays the employee's name. If you did not select the All Employees checkbox, you must enter at least one employee ID in the table.

Warning: If you compute leave after editing records in the Maintain Leave Edit Table screen, you will lose the edits for those employees for whom leave was computed. The system always recomputes leave for the entire leave period, and the compute process updates the Leave Edit table.

Note: When you compute leave accruals by hours worked, the timesheets to be selected will be delineated by leave period start and end dates. Costpoint selects timesheets that fall within the current leave period date range. Costpoint always selects timesheets within the date range regardless of the Leave Computed flag in the Enter Timesheets screen, and recomputes leave for the entire period.

Journal Status

This non-editable field indicates whether or not the Journal Report has been printed in this session. If you change any of the previously selected criteria after printing the Journal Report, the field will be set to "Journal Not Printed," and you will have to print the Journal Report again before you can compute.

Note: When you select the Print button on the toolbar, the actual compute process does not take place. After printing the reports, you will still be in the application, and the screen will update the Journal Status. You can then select the Compute button on the toolbar to continue with the process.

Note: When you change any of the print options or selection criteria after having printed the Journal Report, the Journal Status is updated, and the Compute button on the toolbar grays out. You will have to print the journal reports again before you can compute. If you select the Print/Comp button on the toolbar after having changed a parameter, the report prints automatically as part of the compute process.

Tables Updated

Timesheet Header - LD_TS_HDR - The Leave Posted Flag is set to "Y" for those timesheets that were selected for accruing leave by hours worked

Employee Leave Journal - EMPL_LV_JNL - This table is created after you compute leave accruals.

Basic Employee Info - EMPL

Salary Info & History - EMPL_LAB_INFO

Employee Leave Accrual - EMPL_LV_ACCRL

Employee Leave Balance - EMPL_LV_BAL

Employee Leave History - EMPL_LV_HIST

Leave Period - LV_PD

Leave Period Schedule - LV_PD_SCH

Pay Types - PAY_TYPE

Timesheet Line - TS_LN