Filter area will filter
the records based on the value of this field.The Leave Transactions tab on the Leave Balances form is a view-only form that displays actions that caused a withdrawal from an employee's balance for time off such as vacation, sick, and personal days. The form is updated when an action is posted by the ATTENDANCE service or an elapsed event or when the leave balance is manually updated on the Leave tab on the Employee form.
See Also:
Leave Transactions Field Descriptions
Carry Over
This field displays the total number of units carried forward from the balance in the previous balance period. Carry over is performed by the ACCRUAL service.
If the previous balance period is still open after carry over has occurred, and a change is made to the previous balance period, this change will affect the carry over amount in the current balance period as well. For example, an employee has a vacation balance of 50 hours at the end of the balance period. When the ACCRUAL service creates the balance record for the next period, these 50 hours carry over to the next period. However, the employee’s supervisor forgot to post the employee’s 40 hours of vacation during the last week of the previous balance period. When the supervisor posts these 40 hours, the balance in the previous period goes from 50 to 10. The carry over amount for the current period also changes from 50 to 10.
Earned
This field displays the total accrued units for the current balance period.
Used Paid
This field displays the total paid balance units that have been used. Balance units are marked as Used Paid when an event posts that is configured to draw from the specified Leave Type Code and it has the PAY_INDICATOR setting of Paid or Paid With Balance.
Used Un-Paid
This field displays the total paid balance units that have been used. Balance units are marked as Used Un-Paid when an event posts that is configured to draw from the specified Leave Type Code and it has the PAY_INDICATOR setting of Unpaid.
Post Date
This field displays when this transaction was posted.
Active
This check box indicates whether the record is active or not.
Update Date
This field displays when this record was created or updated.
The Start Date and End
Date fields in the Filter area will filter
the records based on the value of this field.
Updated By
This field displays who created or updated the record.
Click Main Menu > Self Service > Leave Balances.
Select the Leave Type Code for which you want to view transactions.
On the Leave
Transactions tab, click .
Use the Start Date and End Date fields to filter the leave transactions based on the Update Date.
If you enter a Start Date and an End Date, all balance transactions with an Update Date that falls within this range will display.
If you leave the Start Date blank and only enter an End Date, all leave transactions with an Update Date that is earlier than or equal to the End Date will display.
If you leave the End Date blank and enter only a Start Date, all balance transactions with an Update Date that is later than or equal to the Start Date will display.