Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Import Employee Leave Adjustments

Use this screen to import leave adjustments into the Manage Leave Edit Table screen.

When you run the Import Employee Leave Adjustments process, the leave adjustments post to the Employee Leave Journal table (EMPL_LV_JNL). You can then edit the leave amounts on the Manage Leave Edit Table screen before posting to the general ledger (G/L), Employee Leave History table, and Employee Leave Balance table. The adjustment records will be assigned to the leave cycle's open leave period with a record type of ADJUST and a transaction description of IMPORTEDADJUST.

Timesheet or payroll administrators can use this screen to import pre-posted adjustments to employee leave. This can be useful when errors exist in the data setup and you need to create adjustments for certain or all employee leave balances.

The following are guidelines for using this application:

  • You will not be able to import leave adjustment records if an ACCRUAL, DEFER, LOST, or PAYOUT record already exists in Manage Leave Edit Table screen for the employee/leave type / Leave Period.
  • You will not be able to import leave adjustment records if a record exists in the Manage Leave Edit Table screen for any employee in the leave cycle and the leave period is not the same as the open leave period.
  • Costpoint needs to track unused hours each period. Therefore, you cannot run this process for an employee with a leave code that has a Compute Method of U-Units of Hours Worked.
Note:

To be able to import leave adjustments, you must ensure that the following releases (or applicable later versions) are installed and operational:

  • Costpoint 7.1.1 System Jar 050
  • Costpoint 7.1.1 PATCH3684
  • Import Employee Leave Adjustments (cp711_ldpledit_001.zip)
  • Manage Leave Edit Table (cp711_ldmledit_009.zip)
  • Post Leave Accruals (cp711_ldplhf_015.zip)