Leave - HRS3400

Human Resources > Utilities > Mass Update > Leave

This tab is used to update leave data for groups of employees by a variety of criteria including pay type, pay grade, primary campus, payroll frequency, and employee number. The Leave tab allows users to add, delete, and zero leave values for all types of leave that are currently established on the Leave Type Description tab of the Leave table. Users may update leave data including totals for leave earned, leave used, and leave balance for the various types of leave, both state and local. Once leave data is altered using this tab, changes are reflected in the individual leave records.

Mass update leave:

Under Parameters, select the appropriate parameters for the employees whose leave data is to be changed.

TIP: Prior to processing a mass update, capture a screenshot of the used parameters for future reference.

Field	Description
Pay Status	Select whether active, inactive, or both groups are to be included in the process.
Pay Type	Click to select the one-digit pay type to be included in the process. The system is set to All.
Job Code	Click to select the four-digit job code to be included in the process. The system is set to All.
Accrual Code	Click to select the one-character accrual code to be included in the process. The system is set to All.
Pay Grade	Type the three-digit pay grade to be included in the process.
Prior Yr Emp Date	Type a date in the MMDDYYYY format for the previous school year reemployment date. The system will select all employees who were hired on or before that date. If there is no reemployment date from the previous school year, the system will use the employee's original employment date.
Primary Campus	Click to select the three-digit primary campus to be included in the process. The system is set to All.
Pay Campus	Click to select the three-digit pay campus to be included in the process. The system is set to All.
Contract Begin Date	Click to select the exact contract begin date to be included in the process.
Contract End Date	Click to select the exact contract end date to be included in the process.
Contract Months	Type the contract months to be included in the process.
Payoff Date	Click to select the payoff date to be included in the process.
Payroll Freq	Click to select the one-digit payroll frequency to be included in the process. The system is set to the current logged-on payroll frequency. A specific payroll frequency must be selected; otherwise, no data displays.
Salary Concept	Click to select the salary concept to be used in the process. The system is set to All. However, when calculating salaries, a specific salary concept must be selected (e.g., A - Use annual salary table, D - Use hourly/daily rate table, or M - Use mid-point table). If All is selected, the system will not perform salary calculations.
Extract ID	Click to select a three-character, locally assigned code (e.g., En1 = English 1, AL2 = Algebra 2, HI4 = History 4) for grouping employees. The code is used to tag employee records for a batch process (e.g., copy or extract). Each employee must have the Extract ID set in the Employment Info tab before they can be selected using this function.
Employee Nbr	If you want to update data for only one employee, type the employee number, if known. If the employee number is not known or multiple employees are needed, click to select employees.

Under Method, select the type of leave change to be implemented.

Zero Leave Values for Employees	A list of leave type codes and descriptions currently associated with the selected employees' records are displayed under Zero Leave Values for Employees. This type of leave adjustment is performed primarily at the end of the school year to prepare the leave balances for employees for the next year. Select Leave Earned for each leave type to change the leave earned value to zero, or leave blank not to affect the leave earned value. Select Leave Used for each leave type to change the leave used during the previous year to zero, or leave blank not to affect the leave used value. This allows you to calculate leave used for the coming year only. Select End Balance for each leave type to change the remaining balance for the leave type to zero. Use this option for a leave type if the balance is not carried forward from year to year (e.g., use it or lose it leave). If End Balance is selected, the system also selects Leave Used. The ending balance becomes zero and is carried forward as the beginning balance for the coming year. If End Balance is not selected, the remaining balance for the leave type is carried forward to the coming year (e.g., state leave). Leave balance is computed as the beginning balance plus leave earned minus leave used. Examples
Add Leave Code to Employees	Only active leave types from the Leave Type Description table can be added to the selected employees' records. Under Add Leave Code: In the New Code field, click to select the leave code to be added. In the Begin Balance field, type the beginning balance of the hours of the leave type. You may type three digits to the right of the decimal point. In the Leave Used field, type the leave used for the leave type. You may type three digits to the right of the decimal point. In the Leave Earned field, type the leave earned for the leave type. You may type three digits to the right of the decimal point. In the Ending Balance field, the system displays the ending balance of the leave type.
Delete Leave Code from Employees	A list of leave type codes and descriptions currently associated with the selected employees' records is displayed under Delete Leave Code from Employees. Locate the leave codes to be deleted from employees' records. Select Delete for each leave code to be removed from employees' records.
Increment Leave Earned to Employees	A list of leave type codes and descriptions currently associated with the selected employees' records is displayed under Increment Leave Earned to Employees. Only active leave types can be selected. This type of leave adjustment enables the user to mass increment selected employees' records anytime during the school year without processing a payroll. For example, if several employees start employment after leave has been incremented through payroll processing, use the Increment Leave Earned to Employees option to select the specific employees and update their leave records. Select Leave Earned for each leave type to increment the leave amount, or leave blank not to affect the leave earned value. In the Increment field, type the increment amount for the selected leave type. You may type three digits to the right of the decimal point. Click Execute. If the maximum ending balance is exceeded, the Pre Update Error Listing report is displayed. Review the report. Review the report using the following buttons: Click to go to the first page of the report. Click to go back one page. Click to go forward one page. Click to go to the last page of the report. The report can be viewed and saved in various file formats. Click to save and print the report in PDF format. Click to save and print the report in CSV format. (This option is not available for all reports.) When a report is exported to the CSV format, the report headers may not be included. Click X to close the report window. Some reports may have a Close Report, Exit, or Cancel button instead. Click Continue to proceed to the Increment Leave Earned for Employees report, which displays the list of employees eligible to be incremented. If you click Continue, then the system displays the Increment Leave Earned to Employees list of changes for review. Click Cancel to return to the Leave tab without making the changes. Click X to close the Human Resources report window.