Use this screen to create, edit, or view employee leave beginning balances.
You must create at least one record in this screen when you initialize Costpoint to identify the leave year; however, you do not need to establish a record for each employee during this initialization.
The leave year is validated when you execute the Compute Leave Accruals (People\Transactions\Leave) and Close Leave Year programs.
When you compute leave accruals or post labor (for used leave) for the first time, the system automatically creates the remaining employee records, based on the leave type assigned for the current leave year.
You can also use this screen to create records for new employees who were allowed to retain unused leave from a previous employer, as the result of an acquisition, for instance.
When you close the leave year, new lines are added for each leave type assigned to each employee with a "carried over" leave balance for the new leave year. After you close the leave year, you can edit these records if the beginning balance for the new year is inaccurate.
You must initialize the Leave Types screen (People\Configure\Leave) and the Employee User Flow screen (People\Maintain\Employee) before you can add or edit data in this application.
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Warning: Rights to this screen should be given sparingly. Since leave totals are calculated cumulatively, you want to ensure the validity of the data in this application. |
Use the field in this block to identify the employee whose leave beginning balance you want to create, edit, or view.
Employee *
Enter, or use Lookup to select, the employee ID. The employee name displays in the adjacent, non-editable field.
Use the fields in this screen to create, edit, or view leave balance information. Leave beginning balances are represented in hours or dollars, depending on the tracking method selected in the Track Leave group box of the Leave Types screen.
Enter, or use Lookup to select, the leave type to which this beginning balance applies.
Enter all of this employee's leave types, even if there is a zero beginning balance.
Enter the leave year to which this beginning balance applies.
This non-editable checkbox populates conditionally when you enter a leave code.
If you selected the Use as Excess Leave Payout Leave Type checkbox in the Leave Types screen (People\Configure\Leave) - as it relates to the leave code you enter in this application - this checkbox automatically selects.
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, of the beginning balance 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.
Beginning Balance Deferred Amount
If there is a beginning balance of deferred hours for this leave type, enter the dollar value.
Beginning Balance Deferred Hours
If there is a beginning balance of deferred hours for this leave type, enter the number of deferred hours.
* A red asterisk denotes a required field.
Changes to this screen update the EMPL_LV_BAL (Employee Leave Balance) table.
The following are source tables whose data is evaluated after you select the employee ID:
EMPL (Basic Employee Info)
EMPL_LV_ACCRL (Employee Leave Accruals)
LV_PD_SCH (Leave Period Schedule)
LV_TYPE (Leave Types)
