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Trace: • 1099_perform_1099_record_maintenance • Address leave • Update accrual expense table • Address leave • (If applicable) Update substitute information
general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:addressleave

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general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:addressleave [2023/06/08 18:40] – emorenogeneral:humanresources:checklists:firstpayrolloftheschoolyearchecklist:addressleave [2025/06/27 19:26] (current) – emoreno
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-1. This step clears the **Leave Used** and **Leave Earned** fields and rolls the ending balances to the following year beginning balances:\\ +1a. This step clears the **Leave Used** and **Leave Earned** fields and rolls the ending balances to the following year beginning balances:
  
 {{:general:step_19_first_py_of_sy_mass_update_leave_1.png|Mass Update Leave Tab}} {{:general:step_19_first_py_of_sy_mass_update_leave_1.png|Mass Update Leave Tab}}
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   * Under **Method**, select **Zero Leave Values for Employees**.   * Under **Method**, select **Zero Leave Values for Employees**.
   * Under **Leave Earned** and **Leave Used**, select all leave types to be set to zero for the new school year. Be sure to process both options at the same time to prevent inaccurate balances.   * Under **Leave Earned** and **Leave Used**, select all leave types to be set to zero for the new school year. Be sure to process both options at the same time to prevent inaccurate balances.
-  * Do not select **End Balance** unless you want to set the balance to zero for that leave type. If this field is not selected, the 2022-2023 ending balances are rolled to the beginning balance fields for the 2023-2024 school year. +  * Do not select **End Balance** unless you want to set the balance to zero for that specific leave type. If this field is not selected, the 2024-2025 ending balances are rolled to the beginning balance fields for the 2025-2026 school year. 
   * Click **Execute**.   * Click **Execute**.
-  * Print the report.+  * Review and print the report.
 \\ \\
-1a. You may have leave codes for which you want to zero the end-of-year balance. For example, Jury Duty, School Business, etc.+1b. You may have leave codes for which you want to zero the end-of-year balance. For example, Jury Duty, School Business, etc.
  
-</div>+{{:general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:step_19_first_py_of_sy_mass_update_leave_1b.png|Mass Update Leave Tab}}
  
 +  * Under **Pay Status**, select **Active**.
 +  * In the **Pay Type** field, select //E Exclude Substitute//.
 +  * Under **Method**, select **Zero Leave Values for Employees**.
 +  * Select **Leave Earned**, **Leave Used**, and **End Balance** for all leave types you want to zero out completely and not carry forward ending balances. 
 +  * Click **Execute**.
 +  * Review and print the report. 
 +  * If the report is accurate, click **Process** to complete the changes. 
 +</div>
 +\\
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-2. This step automatically adds leave types to active employees who do not have the leave type assigned on their leave balance record. This step must be completed before leave is mass incremented in step 3.\\    +2. This step automatically adds leave types to active employees who do not have the leave type assigned on their leave balance record. This step must be completed before leave is mass incremented in step 3. 
 +\\  \\    
 {{:general:step_19_first_py_of_sy_mass_update_leave_2.png|Mass Update Leave Tab}} {{:general:step_19_first_py_of_sy_mass_update_leave_2.png|Mass Update Leave Tab}}
 +\\
   * Under **Pay Status**, select **Active**.   * Under **Pay Status**, select **Active**.
   * In the **Pay Type** field, select //E Exclude Substitute//.   * In the **Pay Type** field, select //E Exclude Substitute//.
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   * Repeat this step for each leave type to be added before it is incremented in step 3.   * Repeat this step for each leave type to be added before it is incremented in step 3.
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-\\+\\  
 3. This step increments leave earned to employees: 3. This step increments leave earned to employees:
 +\\  \\
 {{:general:step_19_first_py_of_sy_mass_update_leave_3.png|Mass Update Leave Tab}} {{:general:step_19_first_py_of_sy_mass_update_leave_3.png|Mass Update Leave Tab}}
  
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   * If the report is accurate, click **Continue**.    * If the report is accurate, click **Continue**. 
   * The second report displays the newly incremented leave earned and the new ending balances. Click **Process**.   * The second report displays the newly incremented leave earned and the new ending balances. Click **Process**.
 +\\
 {{:general:step_19_first_py_of_sy_mass_update_leave_4_.png|Increment Leave Earned Report}} {{:general:step_19_first_py_of_sy_mass_update_leave_4_.png|Increment Leave Earned Report}}
  
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   * Click **OK**.   * Click **OK**.
 \\ \\
-For new employees, leave balances must be individually updated from their service record information on the [[payroll:maintenance:staffjobpaydata:leavebalance|Payroll > Maintenance > Staff Job/Pay Data > Leave Balance]] tab.    +For new employees, leave balances must be individually updated from their service record information on the [[payroll:maintenance:staffjobpaydata:leavebalance|Payroll > Maintenance > Staff Job/Pay Data > Leave Balance]] tab.  
general/humanresources/checklists/firstpayrolloftheschoolyearchecklist/addressleave.1686249642.txt.gz · Last modified: 2023/06/08 18:40 by emoreno

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