general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:addressleave
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| Both sides previous revisionPrevious revisionNext revision | Previous revision | ||
| general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:addressleave [2024/06/11 19:35] – emoreno | general:humanresources:checklists:firstpayrolloftheschoolyearchecklist:addressleave [2025/06/27 19:26] (current) – emoreno | ||
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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 specific leave type. If this field is not selected, the 2023-2024 ending balances are rolled to the beginning balance fields for the 2024-2025 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**. | ||
| * Review and print the report. | * Review and print the report. | ||
| Line 32: | Line 32: | ||
| * If the report is accurate, click **Process** to complete the changes. | * If the report is accurate, click **Process** to complete the changes. | ||
| </ | </ | ||
| + | \\ | ||
| <div keep> | <div keep> | ||
| 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/humanresources/checklists/firstpayrolloftheschoolyearchecklist/addressleave.1718134530.txt.gz · Last modified: 2024/06/11 19:35 by emoreno