Use this screen to print the leave balances of each employee.
This report is executed after you post leave. The data provides year-to-date balances. For instance, you can retrieve year-to-date leave balances for employees, year-to-date "used" leave amounts, and year-to-date leave deferral amounts.
This report allows you to view "true" accumulated hours and the costs associated with them. This data is used as a source when comparing information in the General Ledger. This report is a source which is used to reconcile the General Ledger.
The report content is very useful to managers. This information can be distributed to managers in order to provide insight in terms of the number of leave hours available to their employees.
The system updates the accrued leave for each leave period when you post the leave journal to the General Ledger. You should print this report immediately after posting. As a minimum, you should print it after you post the leave journal for the payment of the last timesheets in the accounting period. You can then tie this report to the General Ledger accrued leave amount(s) at the end of the accounting period.
Because inactive employees do not display on the report, it is important to review all accrued leave (that has a G/L liability) to ensure it is paid to employees in their final paychecks.
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.
Effective Date
This option includes only one record. This field is non-editable.
Enter, or use Calendar Lookup to select, the effective date. This date displays in the report header but has no bearing on the accrued leave date range.
Leave Year
This option includes only one record. This field is non-editable.
Enter the leave year for this report. The date you specify here is for reference only and displays in the header of the report.
Leave Cycle
Use the drop-down box to make a selection. Your choices include "All" or "One." "All" is the system default.
Select "All" to include each leave cycle, and select "One" to designate a specific leave cycle.
Enter, or use Lookup to select, the leave cycle. If you entered "All" in the Option field, this field will be non-editable.
Leave Type
Use the drop-down box to make a selection. Your choices include "All" or "One." "All" is the system default.
Select "All" to include each leave cycle, and select "One" to designate a specific leave cycle.
Enter, or use Lookup to select, the leave type. If you entered "All" in the Option field, this field will be non-editable.
Organization
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 organization from which to start.
Enter, or use Lookup to select, the organization from which to end.
This group box allows you to designate the report sort order.
1st Sort *
Use the drop-down box to make a selection. Your choices include "Home Organization," "Employee Name," and "Employee ID."
Home Organization - Select this option to sort the report by the organization that is assigned to the leave code in the Leave Edit table. If your primary sort is by Home Organization, you must then select either Employee Name or Employee ID for your secondary sort. The report prints all levels of the organization.
Employee Name - Select this option to sort the report by employee name, as entered in the Employee User Flow screen (People\Maintain\Employee).
Employee ID - Select this option to sort the report by employee ID. Both the employee name and ID display on the report.
2nd Sort *
Use the drop-down box to make a selection. Your choices include "Employee Name," "Employee ID," and "None."
Employee Name - Select this option to sort the report by employee name, as entered in the Employee User Flow screen (People\Maintain\Employee).
Employee ID - Select this option to sort the report by employee ID. Both the employee name and ID display on the report.
None - Select this option to indicate there is no secondary sort.
The options that are available for selection in this field are contingent upon your selection in the 1st Sort field.
This group box displays additional report selection criteria.
Select this checkbox to include part-time employees in this report. If you leave this checkbox blank, the report content will exclude part-time employees.
Select this checkbox to include temporary employees in this report. If you leave this checkbox blank, the report content will exclude temporary employees.
Select this checkbox to include the information specific to the amount of leave lost in this report. If you leave this checkbox blank, the report content excludes information specific to the amount of leave that is lost.
Deferred leave represents leave that you have accrued but cannot use. For instance, new employees might have a 90-day probationary period in which they accumulate leave hours but are unable to use until this probation period ends.
Select this checkbox to include a page break each time the selected sort parameter changes.
This option is helpful if you want to distribute reports to employees.
The following are source tables for which data is evaluated when you execute reports in this screen:
Employee Leave Balance (EMPL_LV_BAL); this table contains the initialized beginning balances.
Employee Leave History (EMPL_LV_HIST); this contains all leave taken or accrued by an employee through your last posting.
Employee Leave Accrual (EMPL_LV_ACCRL)
Basic Employee Info (EMPL)
Salary Info & History (EMPL_LAB_INFO)
Leave Type (LV_TYPE)
Organizations (ORG)
Salary Info & History (EMPL_LAB_INFO)
Leave Types (LV_TYPE)
YTD Accrued Employee Leave History (EMPL_LV_HIST)