Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Use the Leave tab to:

...

Expand
titleOpening the Leave tab

To open the Leave tab:

  1. Select Payroll > Current Pay Maintenance from the main menu.
    The Detail tab of the Current Pay Maintenance window is displayed.
  2. Open the required payroll employee. Either use the:
    • navigation buttons on the Current Pay Maintenance window
    • Current Pay Selector window.
  3. Click the Leave tab.
    The Leave tab of the Current Pay Maintenance window is displayed.
    Image RemovedImage Added


Current Pay Maintenance - Leave tab key fields and buttons

Leave Transactions area fields and buttons
Grid area fields

Anchor
O_24305
O_24305
Image Removed Image Added

Field

Description

Leave

Leave code.

Date Start

Date of the leave transaction.

Num Units

Number of units of leave in the transaction.
Note: Units can be shown as native units or as hours and days.

Balance

Remaining units of leave of that category.

Unit

Unit the leave is being measured in. For example, sick leave may be measured in days and long service leave may be measured in weeks.

Award

Award under which the leave is allocated.

Last Day

Last day of leave.
Note: Depending on your configuration, this may be the Last Day of leave, or the Date of Return. See Synergetic Financial Configuration - Payroll tab in the Finance manual.

Inc in Pay

Select to include the leave transaction in the employee's pay.

Sub Cat

Sub-category of the leave award code, if applicable.

Posting

Posting number of the employee payment.

Comment

Comments about the transaction.


Buttons

(on page ).

Button

Description

Anchor
O_24263
O_24263
Image Removed Image Added

Add a leave transaction. See Adding leave transactions

Anchor
H_3446H_3446

Anchor
O_24262
O_24262
Image Removed Image Added

Delete the highlighted leave transaction in the grid area.
Note: The leave transaction is permanently removed from history.

Anchor
O_24264
O_24264
Image Removed Image Added

Reverse the highlighted leave transaction in the grid area.
Note: Another leave transaction is created to reverse the effect of the highlighted transaction. Both transactions remain in history.

Anchor
O_24265
O_24265
Image Removed Image Added

Modify the details of the highlighted leave transaction in the grid area.

Image RemovedImage Added

Clear the filter settings to display all leave transactions.
Note: This button is only active when filter settings have been used.


Filter fields

Anchor
O_24309
O_24309
Image Removed Image Added
Show Transaction Types area fields

Field

Description

Entitlement Accrued

Clear to hide transactions where leave was accrued.

Leave Taken

Clear to hide transactions where leave was taken.

Adjustments

Clear to hide transactions where the entitlement balance was manually adjusted.

Set Balance at Date

Clear to hide transactions where the entitlement balance was manually set.

Show Date Range area fields

Field

Description

From

Select to only show transactions after the specified date.

To

Select to only show transactions before the specified date.

Show Leave Code area fields

Field

Description

Show All

Select to show all leave codes.

Select Leave Code

Select a single leave code to display.

Show Posting Number area fields

Field

Description

Show All

Select to show leave transactions from all postings.

Select Posting Number

Type in a posting number to show leave transactions from a single posting.

Show Units area fields

Field

Description

Native Units

Select to show all leave transactions in the units they were calculated in.

Hours and Days

Select to show all leave transactions in hours and days.


Leave Entitlements area fields and buttons

Anchor
O_24310
O_24310
Image Removed Image Added
Grid area fields

Field

Description

Leave

Leave code.
Note: Leave of the same code accrued under different awards is aggregated into one balance.

Balance

Amount of leave of this type available to the employee.

Units

Unit the leave balance is displayed in.

Last Txn

Date of the last transaction for this leave code.

Last Units Added

Number of units added in the last transaction.

Last Accrued

Date that leave was last accrued.

Fields

Field

Description

Preview Date

Date to which the leave entitlement balance is calculated. Defaults to today's date.
Note: This field is only editable if Include all projected entitlement accruals to preview date is selected.

Project entitlements to preview date (FTE only)

Select to include the projected balance of entitlements that have accrued by the Preview Date.

Include manual transactions beyond preview date

Select to include any manually entered leave transactions that occur after the Preview Date.

Include leave codes with no accrual values

Select to include leave codes that do not accrue leave. For example, leave without pay.


Buttons

Button

Description

Anchor
O_2294
O_2294
Image Removed Image Added

Set the leave entitlement date.
Tip: Also use this to preview the staff member's leave as at a given date. Only today's date or dates in the future can be used.

Anchor
O_13054
O_13054
Image Removed Image Added

Anchor
O_24271
O_24271
Image Removed Image Added

View payroll leave award details for the highlighted record.

Anchor
O_3496
O_3496
Image Removed Image Added

Anchor
O_7075
O_7075
Image Removed Image Added

Refresh the Leave Entitlements grid.

Anchor
O_6184
O_6184
Image Removed Image Added

Delete the selected entitlement.
Note: Entitlements with leave transactions attached cannot be deleted.

Anchor
O_24266
O_24266
Image Removed Image Added

Clear the filter settings to display all leave entitlements.
Note: This button is only active when filter settings have been used.

(on page ).

(on page ).

Button

Description

Anchor
O_10439
O_10439
Image Removed Image Added

Change payroll summary information. See Changing payroll summary information

Anchor
H_13048H_13048

Anchor
O_26338
O_26338
Image Removed Image Added

Import timesheets from the SynWeb staff kiosk. See Importing timesheets

Anchor
H_26314H_26314

 

Opening the Summary tab