Use this screen to generate leave payout timesheets.
Earned leave or earned vacation paid to an employee leaving the company may constitute a leave payout, for example.
There must be a date in the Termination field of the Employee User Flow application (People\Maintain\Employee) before you can create leave payout timesheets; in addition, this date must fall within an open leave period in order for these records to be processed.
If you selected the Eligible for Leave Payout checkbox (and the Leave Payout Pay Type field is populated) in the Leave Types screen (People\Configure\Leave), the employee(s) who are assigned this leave type are eligible for leave payout processing.
You may use this screen to generate leave payout type timesheets for payout of leave balances for employees who terminated within the selected termination date range, or for employees who have a leave payable balance that is greater than zero (from year ceiling excess). This leave payout type timesheet is similar to an"R" (Regular) timesheet, and payout is included in the employee's next paycheck that corresponds with the employee's timesheet date.
This application includes logic that allows you to compute and report tax withholdings for multiple states.
Use the Employee Non-Contiguous Ranges subtask to enter non-contiguous employee records that require leave payout activity. If you are not entering non-contiguous records, use of this subtask is not required.
You can cancel this process at any time; however, if you are satisfied with your record specifications, you must click the Action icon to execute this process.
Three conditions are evaluated before this process is executed:
There must be a date in the Termination field in the Employee User Flow screen. This date must fall within an open leave cycle.
A previous leave payout timesheet cannot exist.
The dates in leave cycle Start and End fields cannot exist in the Leave History Inquiry screen (People\Review\Leave) for terminated employees with an "LVA" (leave code) in the Journal field.
You also must use the Create Leave Payout Timesheets screen before you execute the Compute Payroll program.
Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. Once you have saved a parameter ID and its related parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. Many users save a unique set of parameters for each different way they run a report or process. If you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters will automatically display as selection defaults. You can change any of the associated selection defaults as necessary.
Enter, or use Query to select, a parameter ID of up to 15 alphanumeric characters. You should choose characters for your parameter ID that help identify the type of selections you made in the screen, such as “PERIOD” or “QUARTERLY.”
When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.
You can use the parameter to produce reports and run processes more efficiently because you can select the parameter ID with its previously defined screen selections. Once the default selections display in the screen, you can override the defaults as necessary.
Enter, or use Query to select, a parameter description of up to 30 alphanumeric characters.
Use the fields in this block to specify the employee, leave cycle, and dates associated with the leave payout timesheets you want to create.
Use this drop-down box to select the range option for your report. The following options are available:
All - Select this option to include all available records. The Start and End fields are disabled for this option.
One - Select this option to include only one record. You must enter that value in the Start field. The End field is disabled for this option.
Range - Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning - Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
To End - Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Enter, or use Lookup to select, the starting employee ID from which to start.
Enter, or use Lookup to select, the ending employee ID from which to end.
Select this checkbox if you want to include non-contiguous records.
This option includes one record. This field is non-editable.
Enter, or use Lookup to select, up to four alphanumeric characters to identify the leave cycle start.
This field populates automatically after you enter data in the leave cycle Start field. This field displays the name of the leave cycle.
This field is non-editable.
This option includes a record range. This field is non-editable.
Enter, or use Calendar Lookup to select, the earliest termination date to 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 date in the End field will be selected for processing.
Enter, or use Calendar Lookup to select, the latest termination date to 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 date in the Start field will be selected for processing.
Use the fields in this block to establish if "employee" data or "leave" data will be evaluated in order to create leave payout timesheets.
Select this radio button to indicate specific employee IDs for processing.
When you select this radio button, the Employees (Option) fields will be enabled, and the Start and End fields associated with the Leave Cycle (Option) will be cleared, if populated, and disabled.
Select this radio button to indicate 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 Leave Cycle(Option) fields will be enabled, and the Start and End fields associated with the Employees (Option) field will be cleared, if populated, and disabled.
Use the drop-down box to make a selection. Your choices are "Balance less than zero," "Balance greater than zero," and "All Balances."
There will be a systematic evaluation of all leave payout amounts. Based on your selection in the Leave Balance Option field, only specific leave payout timesheets will be created.
Select this radio button to indicate that the process is associated with a leave payout specific to a termination.
Select this radio button to indicate that the process is associated with a ceiling excess payout.
Use the fields in this block to specify the timesheet date and accounting period.
Enter, or use Calendar Lookup to select, the leave payout timesheet date.
Use the fields in this group box to specify the fiscal year, period, and subperiod. Your selection must be within an open accounting period.
Enter, or use Lookup to select, the fiscal year for the leave payout timesheet.
Period *
Enter, or use Lookup to select, the period for the leave payout timesheet.
Enter, or use Lookup to select, the subperiod for the leave payout timesheet.
* A red asterisk denotes a required field.
Click on this link to open the Employee Non-Contiguous Ranges subtask, where you can enter non-contiguous employee records that require leave payout activity. If you are not entering non-contiguous records, use of this subtask is not required.
Changes to this screen update the TS_HDR (Timesheet Header) and TS_LN (Timesheet Lines) tables.
Sources tables whose data is evaluated before the Create Leave Payout Timesheets process is executed include the following:
EMPL (Basic Employee Info)
PAY_TYPES (Pay Types)
LV_TYPE (Leave Types)
LV_TABLE (Employee Leave Table)
LV_TABLE_SCH (Employee Schedule Table)
EMPL_LV_BAL (Employee Leave Balance)
EMPL_LV_HIST (Employee Leave History)
EMPL_LV_JNL (Employee Leave Journal)
EMPL_LV_ACCRL (Employee Leave Accrual)
TS_PD (Timesheet Period)
ACCT (Accounts)
ACCT_PD (Accounting Period)
SUB_PD (Subperiod)
ACCT_ORG (Maintain Account/Org Links)
ORG (Organization)
EMPL_LAB_INFO (Salary Information and History)