Use this screen to close the last leave period of the current leave year and open the first leave period of the next leave year for the selected leave cycle. Costpoint allows only one leave period per leave cycle to be open at any time. You must close one leave period before any activity for the next period can take place. You will also update the Maintain Leave Beginning Balances table in Costpoint Employee with beginning leave balances for the next leave year.
You can close the leave year only when you close the last leave period of the current leave year and the next leave year has been added to the Leave Periods table.
Enter, or use Lookup to select, the leave cycle you want to close. The description of the selected leave cycle displays in the untitled field to the right.
Use this group box control the sort of the Close Leave Year report.
Select this radio button to sort the report by employee ID.
Select this radio button to sort the report by employee name.
Data displays in this group box automatically after you select the Leave Cycle. The fields in this group box are non-editable and display the leave period that will be closed for the current year and the leave period that will be opened for the next leave year.
This field displays the current open leave period start date that will be closed when you run this screen.
This field displays the current open leave period end date that will be closed when you run this screen.
This field displays the year for the current open leave period that will be closed when you run this screen.
This field displays the leave period start date that will be opened when you run this screen.
This field displays the leave period end date that will be opened when you run this screen.
This field displays the year for the leave period that will be opened when you run this screen.
You can select this button on the toolbar when you first enter the screen. If you do, you will receive a message box asking if you really intend to close. If you answer OK, the journal report prints with the closing process following immediately. Selecting this option will close the last leave period of the current leave year. The Leave Period table will reflect the closing by changing the "Y" in the Open column to "N."
There are three edits in the closing process. Two hard edits prevent the leave year from being closed. The first occurs if there are current leave period transactions in the Leave Journal that have not been posted to the General Ledger, and the second occurs if the open leave period is not the last leave period of the current leave year. A soft edit occurs if there are no records in the Leave History for the current period.
When you first enter this screen, this button on the toolbar is grayed out. If you select this option after printing the journal report as part of this session (the option becomes available after printing), you will receive a message box asking if you really intend to close. If you answer OK, the closing process will proceed. Selecting this option will close the last leave period of the current leave year. The Leave Period table will reflect the closing by changing the "Y" in the Open column to "N."
Close Leave Year Report View - LV_PARMS_LDPLYCLS
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
Employee Leave Journal - EMPL_LV_JNL
Maintain Payroll Edit Table - EMPL_PAYROLL
Leave Periods - LV_PD
Leave Period Schedule - LV_PD_SCH
Leave Tables - LV_TABLE
Leave Table Schedule - LV_TABLE_SCH
Leave Type - LV_TYPE