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humanresources:utilities:massupdate:leave
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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 which employees and records are to be copied to the current year.
| 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 one of the following types of leave changes to implement:
| 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. |
|---|---|
| Add Leave Code to Employees | |
| Delete Leave Code from Employees | |
| Increment Leave Earned to Employees |
humanresources/utilities/massupdate/leave.1512958513.txt.gz ยท Last modified: 2017/12/10 21:15 (external edit)