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payroll:maintenance:staffjobpaydata:leavebalance
Leave Balance - HRS3100
Payroll > Maintenance > Staff Job/Pay Data > Leave Balance
This tab is used to maintain the status of each type of leave which applies to a given employee. These categories include updated totals for leave earned and leave used, and a leave balance for the various kinds of leave, both state and local.
Leave information is maintained on the Payroll > Tables > Leave page and must be updated prior to using this tab.
Note: The tab is available for maintenance of the current year leave balance only. The tab is not accessible when in the next year frequency.
Reminder: Be sure to verify the accuracy of leave information for returning employees.
Add leave balance data:
| Retrieve an existing record |
Begin typing the employee name or number. As you type the data, a drop-down list of corresponding data is displayed. Select an employee and click Retrieve. Or, click Directory to perform a search in the Employees Directory. Note: The employee autosuggest field includes employees whose records were created in Personnel but do not have a Pay Info or Job Info record. If the employee number does not exist in the system, a message is displayed prompting you to create a new employee. Click Yes. |
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Click +Add to add a row.
| Field | Description |
|---|---|
| Leave Type | Click  to select the two-digit code identifying the specific type of leave being recorded for the selected employee. The Leave Type - Status lookup sort order is by status, and then leave code. |
| Begin | Type the amount of leave for the employee at the beginning of the current pay period. |
| Earned | Type the amount of leave earned by the employee as of the current pay period. |
| Used | Type the amount of leave used by the employee during the current year as of the current pay period. |
| Balance | Displays the amount of leave still available for use by the employee as of the current pay period. The number displayed is calculated by the system based on the options selected for the leave type. |
Click Save.
Other functions and features:
| Retrieve |
The Retrieve button is also used to retrieve information from the last save. If you click Retrieve, any unsaved changes are lost. |
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Click to delete a row. The row is shaded red to indicate that it will be deleted when the record is saved.
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| Documents | View or attach supporting documentation. |
payroll/maintenance/staffjobpaydata/leavebalance.txt · Last modified: 2020/08/04 20:58 by emoreno