Contents of the Manage Leave Periods Screen

Use the fields and options to configure the Manage Leave Periods screen.

Field Description
Leave Cycle

Enter the leave cycle code. Each active employee must be assigned to one of these leave cycles on the Manage Employee Information screen. You can establish an unlimited number of leave cycles and use a maximum of four alphanumeric characters to define this code.

Description

Enter information that describes the purpose of the leave cycle.

Frequency

From the drop-down list, select the frequency type of the leave cycle. The valid frequency types are:

  • Bi-Weekly: Two weeks in the leave period (14 days)
  • Monthly: Leave period ending at the end of the month
  • Semi-Monthly: Leave periods ending on the 15th and end of month
  • Weekly: One week in the leave period (seven days)
Max Regular Hours

Enter the maximum number of hours that can be used to determine the maximum number of regular (non-overtime) hours that can be used in a leave period to compute a leave code that is based on an H-Hours Worked computation method. Costpoint determines the accrued leave amount by multiplying the leave accrual rate (on the Configure Leave Codes screen) by the timesheet regular hours or the value in this field, whichever is less.

Enter 999,999,999,999.99 if there is no limit on the number of regular work hours that can be used to calculate the leave accrual when the Compute Method is H-Hours Worked.

Estimated Hours

Enter the number of hours that will be used to determine an employee's estimated accrual hours on the Manage Employee Leave and Employee Leave Report applications. This value will only be used for leave codes with a Compute Method of H-Hours Worked or U-Unit of Hours Worked.

If the employee's leave accrual is based on H-Hours Worked, the estimated accrual will be calculated by multiplying the Estimated Hours by the leave code's Accrual Rate.

If the employee's leave accrual is based on U-Unit of Hours Worked, the estimated accrual will be calculated as follows:

  • Initial Number of Units = Estimated Hours / Unit of Hours
  • Number of Units = Round the Initial Number of Units down to the nearest whole number
  • Estimated Accrual = Number of Units x Accrual Rate
Open Leave Period
The Open Leave Period fields display the start and end date of the leave cycle's open leave period. In Form View, the following fields are unlabeled and separated by a To label.
  • Open Leave Period Start Date: This field displays the start date of the leave cycle's open leave period. If you manually change the open leave period in the Leave Periods subtask, this value will be updated. If there is no open leave period, this field will be blank.
  • Open Leave Period End Date: This field displays the end date of the leave cycle's open leave period. If you manually change the open leave period in the Leave Periods subtask, this value will be updated. If there is no open leave period, this field will be blank.

Add Leave Periods

Use the fields in this group box to provide the data that Costpoint uses to automatically fill in the Leave Period table.

Field Description
Leave Year

Use this field to designate the Leave Year you wish to add to the Leave Period table. This field is optional and works with the Number of Leave Periods, First End Date, and Last End Date fields. It relates to the automatic filling of the Leave Period table with the specified number of leave periods.

Number of Periods Enter the number of leave periods to be added. All periods will be linked to the specified leave year, so it is recommended that you add one leave year at a time. For example, if you would like to add an entire year of leave periods and the leave cycle is semi-monthly, you would enter 24 in this field. This value is required if you are using the Add Leave Periods button to generate new leave periods.
First End Date

Enter, or click to select, the date to be used as the starting point for adding records to the Leave Periods table. After you click the Add Leave Periods button, Costpoint determines the leave period dates based on this date and the values in the Frequency and Number of Periods fields. If entries already exist in the table, this date must be the end date of the period following the last period in the table.

Last End Date This non-editable field displays the end date of the last leave period that will be added when you click the Add Leave Periods button. This value will default based on the Number of Periods, First End Date and Frequency. This value is provided to help you ensure the leave periods being added to the table are as expected.
Add Leave Periods

Click this button to insert entries into the Leave Periods table. First fill in the Number of Leave Periods, the First End Date, and the Leave Year fields, then click this button to add the new periods to the Leave Periods table.

Leave Periods

This table displays the period start and end dates, a checkbox to indicate which leave period is open, and the leave year to which the leave period is assigned. At least one row of information is required.

Field Description
Start Date

Enter, or click to select, the start date of the leave period. If there are existing leave periods, this date must be the day after the prior period's End Date.

You can also use the Add Leave Periods feature to add one or multiple leave periods to the table.

End Date

Enter, or click to select, the end date of the leave period. You can also use the Add Leave Periods feature to add one or multiple leave periods to the table.

Open

Select this checkbox to indicate that the leave period is open. The open leave period will be processed when the Compute Leave process is run for the leave cycle. Only one leave period can be open for a given leave cycle at a time. If you select this checkbox for a leave period, the application will automatically clear the checkbox for all other leave periods.

Leave Year Enter the leave year to which this period is assigned. The leave year can be different from the calendar year in the period end date. This field will be disabled if accrued leave has been posted to the period through the Post Leave Accruals process or used leave has been posted to the leave period through the Post Labor process.