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

Contents of the Compute Leave Accruals Screen

Use the fields and options to configure the Compute Leave Accruals screen.

Identification

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. After 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. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Use the options in this group box to specify the leave cycle.

Leave Cycle

Field Description
Range Type

This field displays One which means you can only compute leave accruals for a single leave cycle at a given time.

Start

Enter, or click to select, the leave cycle for which you want to compute leave accruals.

For any leave cycle code, there can be only one open time (leave) period.

For any given leave cycle code, only one leave cycle end date can be present in the Leave Journal. If an old leave cycle period is in the Leave Journal, you must post that leave cycle period before computing leave for the next leave period.

Employees for whom a record already exists in the Leave History table for the selected leave cycle/leave end date are not processed because they were already posted to the G/L.

Leave Period End Date

This field displays the open leave period for the leave cycle.

Max Regular Hours

This field displays the leave cycle's maximum number of hours that is used to determine the accrued leave during the leave period when the leave code is based on hours worked (the Compute Method field contains H on the Configure Leave Codes screen).

Leave Type

Field Description
Range Type From the drop-down list, select the range of leave types to computed. Valid options are All or One.

Select One when you have a leave type that must be computed before or after an employee's other leave types. For example, You can use this functionality if your employee has a leave type for Paid Family Leave that must be accrued before it can be charged on timesheets; but the employee also has a leave type that is based on hours worked and must be computed after timesheets are entered or imported.

If you select One as the range type, enter the leave type to be computed in the Leave Type - Start field.

Start

If you select One in the Leave Type - Range Type field, enter, or click to select, the leave type to be computed. This field is enabled only if the Leave Type - Range Type is One.

If your employee has multiple leave types and you only compute leave for one of those leave types, you will still be able to compute the other leave types in the future. However, please note that the same leave type cannot be posted to Leave History more than once for the same employee and leave period.

All Employees

Select this checkbox to indicate that all employees assigned to the specified leave cycle must be computed. If you do not select this checkbox, you must enter at least one employee in the Compute Leave Accrual subtask table window.

Employees for whom a record already exists in the Leave History table for the selected leave cycle/leave end date are not processed because they were already posted to the G/L.

Options

Terminated Employee Exclusion Method

From the options in this group box, select the method to be used when excluding terminated/Inactive employees from computation of leave.

Field Description
Exclude employees terminated prior to the open leave period (regardless of Status)

Select this option so that any employees that have a termination date that is prior to the first day of the open leave period will not be included when processing.

For example, if the Leave Cycle’s open leave period is 01/16/2015 to 01/31/2015, any of the Leave Cycle’s employees which have a termination date prior to 01/16/2015 will not be included. If you select this method and the employee’s status from Manage Employee Information is Inactive, that status will be ignored. If the employee’s Status is Inactive Accruing Leave, then the leave will still be accrued for that employee.

Exclude employees terminated prior to or within the open leave period (regardless of Status)

Select this option so that any employees that have a termination date that is prior to or the same as the last day of the open leave period will not be included when processing.

For example, if the Leave Cycle’s open leave period is 01/16/2015 to 01/31/2015, any of the Leave Cycle’s employees which have a termination date prior to or the same as 01/31/2015 will not be included. If you select this method and the employee’s Status from Manage Employee Information is Inactive, it will be ignored. If the employee’s Status is Inactive Accruing Leave, then the leave will still be accrued for that employee.

Exclude employees with status of 'Inactive' and terminated prior to the open leave period

Select this option so that any employees that have a Status of Inactive and a termination date that is prior to the first day of the open leave period will not be included when processing.

For example, if the Leave Cycle’s open leave period is 01/16/2015 to 01/31/2015, any of the Leave Cycle’s employees which have a termination date prior to 01/16/2015 will not be included.

Exclude employees with status of 'Inactive' and terminated prior to or within the open leave period

Select this option so that any employees that have a Status of Inactive and a termination date that is prior to or the same as the last day of the open leave period will not be included when processing.

For example, if the Leave Cycle’s open leave period is 01/16/2015 to 01/31/2015, any of the Leave Cycle’s employees which have a termination date prior to or the same as 01/31/2015 will not be included.

Exclude employees with status of 'Inactive' (regardless of Termination Date)

Select this option so that any employees that have a Status of Inactive will not be included when processing. The termination date will be ignored when this method is used.

Subtask

Subtask Description
Employees Select this link to open the Employees subtask for the current record.