Use this screen to generate a type L-payout timesheet for payout of leave balances for employees who terminated within the selected leave cycle and for whom no type L-payout timesheets exist. This type L-payout timesheet is similar to a type "R" (Regular) timesheet, and payout is included in the employee's next paycheck that corresponds with the employee's timesheet date.
The system processes the Type L-payout timesheets according to the leave period assignment and termination date found in the Basic Employee Info screen in Costpoint Employee. The leave type defines the proper accrual or expense and project account, if applicable, for the timesheet as outlined in the Leave Types screen in Costpoint Leave. If you have selected the Eligible for Leave Payout checkbox (and the Leave Payout Pay type field is populated) in the Leave Types screen in Costpoint Leave, the employee(s) who are assigned this leave type are eligible for leave payout processing in accordance with the settings in this screen. You can select the appropriate pay type for each leave type indicated. The leave cycle end date that you select cannot exist in the Leave History Inquiry screen in Costpoint Leave with a LVA Journal code.
This screen contains functionality that will allow you to compute and report multi-state withholding taxes, based on the regulations specific to each state.
Use this screen after you have entered all current termination data into the Basic Employee Info screen in Costpoint Employee and before computing payroll.
Use this group box to enter information regarding leave and timesheet cycles to which you want to add type L-payout timesheets.
Use this group box to select employee IDs or a specific leave cycle for processing.
Select this radio button to select specific employees for processing. When you select this radio button, the List Mode checkbox and the Range Option drop-down box will be enabled in the Employees group box, whereas the Leave Cycle group box and fields will be cleared and disabled.
Select this radio button to select a specific leave cycle for processing. When you initialize the screen, this radio button is the default selection. When you select this radio button, the fields in the Leave Cycle group box will enabled, and the contents in the Employee group box will be cleared and the fields disabled.
Select this radio button to create a leave payout timesheet for terminated employees with unused leave balances.
Select this radio button to create a leave payout timesheet for employees with a ceiling excess payable balance.
Enter, or use Lookup to select, the leave cycle for which leave payout timesheets will be created. This field becomes enabled after you select the Leave Cycle radio button in the Select By group box.
Use the fields in this group box to select employees for leave payout processing.
Select this checkbox if you want to process a series of non-contiguous employee IDs. Selecting this checkbox will enable the Apply and Remove pushbuttons. The Range Option drop-down box will be enabled and default to "One," and the From field will also be enabled.
Begin by using the Range Option, From, and To fields to generate a contiguous selection. Once the selection is created, apply it to the list by selecting the Apply pushbutton. The selection now appears in the list box. You can repeat this as many times as necessary to create the desired non-contiguous selection list. To remove one of the contiguous selections, highlight it in the list box and select the Remove pushbutton. The order of the selections in the list box has no effect on the report sort order.
Use this drop-down box to select the range of employee IDs to include for timesheet processing. Valid options are "All," "One," "Range," "From Beginning," and "To End." The default for this field when the List Mode checkbox is selected is "One."
Enter, or use Lookup to select, the starting employee ID for the range you want to include. If you select "All" or "From Beginning" in the Range Option field, this field will be disabled.
Enter, or use Lookup to select, the ending employee ID for the range you want to include. If you select "All," "One," or "To End" in the Range Option field, this field will be disabled.
Select this pushbutton to apply a non-contiguous range of employee IDs to the list box. This pushbutton is enabled only when the List Mode checkbox is selected. Let's say you want to process/print one employee ID along with a separate range of employee IDs. Select "From" as the Range Option, populate the From field with the employee ID, and then select Apply. To add a separate range of employee IDs, continue to select "Range" as the Range Option, populate the From and To fields with the second range of employee IDs that you want to process/print, and select Apply. Both the single employee ID and range of employee IDs will appear in the text box.
Select this pushbutton to remove a highlighted range of non-contiguous employee IDs from the list box. This pushbutton is enabled only when you select the List Mode checkbox.
This display-only box lists employee ID ranges to be processed. The employee IDs that were selected using the Apply pushbutton will display in this list box; you can remove them by highlighting the range and selecting the Remove pushbutton. You can populate this list box only if you selected the List Mode checkbox.
From the drop-down box in this field, select the leave types that you would like to process.
Balance less than zero — Select this option to process only those with balances that are less than zero.
Balance greater than zero — Select this option to process only those with balances that are greater than zero.
All Balances — Select this option to process all balances that are not equal to zero, including both negative and positive leave balances.
Enter the earliest termination date that will be processed. Any employees who have a termination date which is later than or the same as this date and earlier than or the same as the To date will be selected for processing. This field is required.
Enter the latest termination date that will be processed. Any employees who have a termination date which is earlier than or the same as this date and later than or the same as the From date will be selected for processing. This field is required.
Enter, or use Lookup to select, the L-payout timesheet date. This is a required field.
Select the fiscal year for the L-payout timesheet. This is a required field.
Select the period for the L-payout timesheet. This is a required field.
Select the subperiod for the L-payout timesheet. This is a required field.
If you select the Create button on the toolbar after having printed the report as part of this session (this button becomes available after printing), you will receive a message asking if you really intend to create. If you answer OK, the create process will proceed. When you first enter this screen, this pushbutton is unavailable.
You can select this button on the toolbar when you first enter this screen. You will receive a message asking if you really intend to create. If you answer OK, the report prints, and the create process follows immediately.
Changes to this screen update the following tables:
Timesheet Header - TS_HDR
Timesheet Line - TS_LN