Use the Leave tab to:
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Staff Maintenance - Leave tab key fields and buttons
Fields
Field | Description |
---|---|
Show Filters | Select to display the filters you can set. |
Leave Transactions area fields and buttons
Grid area fields
Field | Description |
---|---|
Leave | Leave code. |
Date Start | Date of The date the leave transactionstarts. |
Num Units | Number of units of leave in the transaction. |
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 | The date the leave ends. The name of this field is:
Note: Depending on your configuration, this may be the Last Day of leave, or the Date of ReturnYou can configure whether employees return to work on their last day of leave or the first day of work after leave using the Leave Date of Return is Last Day of Leave field on the Payroll tab of Synergetic Financial Maintenance. 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
Button | Description |
---|---|
Add a leave transaction. See Adding leave transactions. | |
Delete the highlighted leave transaction in the grid area. | |
Reverse the highlighted leave transaction in the grid area. | |
Modify the details of the highlighted leave transaction in the grid area. | |
Clear the filter settings to display all leave transactions. |
Filter fields
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
Grid area fields
Grid Field | Description |
---|---|
Leave | Leave code. |
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. |
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 |
---|---|
Set the leave entitlement date. | |
View payroll leave award details for the highlighted record. | |
Refresh the Leave Entitlements grid. | |
Delete the selected entitlement. | |
Clear the filter settings to display all leave entitlements. |
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