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payroll:maintenance:leaveaccounttransaction:staffleavemaint

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payroll:maintenance:leaveaccounttransaction:staffleavemaint [2020/04/01 19:07] – created emorenopayroll:maintenance:leaveaccounttransaction:staffleavemaint [2020/08/20 01:54] (current) – emoreno
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 <div #message></div> <div #message></div>
  
-//**Human Resources > Maintenance > Leave Account Transaction > Staff Leave Maint**//+//**Payroll > Maintenance > Leave Account Transaction > Staff Leave Maint**//
  
 <WRAP round intro>This tab is used to add/change leave records for an employee before a payroll is run. When an employee is retrieved, the system displays the current leave balances (including unprocessed records) for each leave type. <WRAP round intro>This tab is used to add/change leave records for an employee before a payroll is run. When an employee is retrieved, the system displays the current leave balances (including unprocessed records) for each leave type.
  
 The input section of the tab allows you to add records or select existing records, processed and unprocessed, by pay date or date range. You can modify unprocessed records only. Leave that has been posted to payroll and negative units of leave are managed on the Leave Adjustment tab. Leave associated with a substitute is displayed but cannot be modified using this tab. You need to modify leave associated with a substitute on the Employee Substitute tab. The input section of the tab allows you to add records or select existing records, processed and unprocessed, by pay date or date range. You can modify unprocessed records only. Leave that has been posted to payroll and negative units of leave are managed on the Leave Adjustment tab. Leave associated with a substitute is displayed but cannot be modified using this tab. You need to modify leave associated with a substitute on the Employee Substitute tab.
-You must enter a pay date when updating leave data because leave sequencing on this tab is done in real time. When adding or changing records, the system issues a warning if:+You must enter a pay date when updating leave data because leave sequencing on this tab is done in real-time. When adding or changing records, the system issues a warning if:
  
   * You are using a date that has already been used.   * You are using a date that has already been used.
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 ====Create leave data:==== ====Create leave data:====
  
-^Retrieve an existing record.|++Search for a record.|{{page>general:hr_retrieveemployeedemo}}++|+^Retrieve an existing record.|{{page>general:hr_retrieveemployeedemo}}|
  
-In the display-only grid at the top of the tab, select the type of leave data to update.\\  \\  Click **Print Balance** to print a summary of all of the employee's beginning/current leave balances.\\  \\  In the free-form area between the grids, select either of the following methods to retrieve existing leave transactions or add new leave transactions:+VCV In the display-only grid at the top of the tab, select the type of leave data to update. 
 + 
 +VCV Click **Print Balance** to print a summary of all of the employee's beginning/current leave balances. 
 + 
 +VCV In the free-form area between the grids, select either of the following methods to retrieve existing leave transactions or add new leave transactions:
  
 {{page>general:paydate}} {{page>general:paydate}}
  
-Click **Save**.+VCV Click **Save** to save the changes.
  
  
 ====Other functions and features:==== ====Other functions and features:====
-^Retrieve |++Retrieve data.|{{page>general:retrieve}}++| +^Retrieve |{{page>general:retrieve}}| 
-^{{:images:mag_edit.gif|Spyglass Icon}}|Click to view additional information for a row.| +^{{:images:mag_edit.png?16|Spyglass Icon}}|Click to view additional information for a row.| 
-^{{:images:trash_delete.gif?15|Trashcan Icon}} |++Delete a row.|{{page>general:deletearow}}++|+^{{:images:trash_delete.gif|Trashcan Icon}} |{{page>general:deletearow}}|
 ^Documents|[[general:document_attachments|View or attach supporting documentation.]]| ^Documents|[[general:document_attachments|View or attach supporting documentation.]]|
  
payroll/maintenance/leaveaccounttransaction/staffleavemaint.1585768024.txt.gz · Last modified: 2020/04/01 14:07 (external edit)

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