328-2 Leave allocation.htm

This Menu has allocated Employee Leave information.

Leave can be allocated by the following in this screen:

Automatically using Generation or
Manually inserting new line records for different leave types for individual employees.

Figure 1: Employee Leave Allocation Screen

Employee Leave Allocation contains the following types of information.

Fields

Description

Leave Code

The different types of leave the employee is entitled too.

Allocation

Leave Entitlement. This is setup in the Leave Code menu for each leave defined above.

Date From

For a new employee, this date is generated from the Start Date field in the Employee Profile screen. When an Leave anniversary is reached, the system automatically updates this field when the Pay Sequence containing Leave anniversary date is closed

Date To

When the End date falls within the next Pay Period to be closed, the balance of the Leave is carried over into the Leave Brought Forward field (including that period's accrual). The Leave balance field is then re-set to zero.

Brought Fwd

Displays the total of all Leave units (hours or days) brought forward from previous Leave periods. When the employee's Leave date to falls within the next pay Period to be closed, the balance field is carried over into Brought Forward (including that period's accrual). The Balance field is then re-set to zero.

Accrual

This field shows the progressive accrual of leave units during the current Leave period. The system automatically updates this field whenever a Pay Period is closed with the number of units that an employee has accrued in that Pay Period. The manner in which this field is updated is determined by the Leave record setup. If a leave is setup as one-time accrual, this field will display the entitlement figure.

Taken

The system automatically updates this field when employee takes leave. It updates the field with the number of Leave units paid to an employee in their current Leave period.

Balance (Hrs) / (Days)

Displays the total number of units an employee is entitled too. The entitlement will be displayed in days and hours.

Balance: (Brought Forward + Accrual) – Taken

Table 1: Field Descriptiosn for Employee Leave Allocation

Fields	Description
Leave Code	The different types of leave the employee is entitled too.
Allocation	Leave Entitlement. This is setup in the Leave Code menu for each leave defined above.
Date From	For a new employee, this date is generated from the Start Date field in the Employee Profile screen. When an Leave anniversary is reached, the system automatically updates this field when the Pay Sequence containing Leave anniversary date is closed
Date To	When the End date falls within the next Pay Period to be closed, the balance of the Leave is carried over into the Leave Brought Forward field (including that period's accrual). The Leave balance field is then re-set to zero.
Brought Fwd	Displays the total of all Leave units (hours or days) brought forward from previous Leave periods. When the employee's Leave date to falls within the next pay Period to be closed, the balance field is carried over into Brought Forward (including that period's accrual). The Balance field is then re-set to zero.
Accrual	This field shows the progressive accrual of leave units during the current Leave period. The system automatically updates this field whenever a Pay Period is closed with the number of units that an employee has accrued in that Pay Period. The manner in which this field is updated is determined by the Leave record setup. If a leave is setup as one-time accrual, this field will display the entitlement figure.
Taken	The system automatically updates this field when employee takes leave. It updates the field with the number of Leave units paid to an employee in their current Leave period.
Balance (Hrs) / (Days)	Displays the total number of units an employee is entitled too. The entitlement will be displayed in days and hours. Balance: (Brought Forward + Accrual) – Taken