Adding leave transactions

Leave is added and deducted with leave transactions. Use the Leave Details window to add a leave transaction for an employee.

Opening the Leave Details window

Open the Leave tab of Payroll Maintenance. See Payroll Maintenance - Leave tab.
The Leave tab of Payroll Maintenance displayed.
Click in the Leave Transactions area.
The Leave Details window is displayed.

Leave Details window key fields and buttons
Fields

Field	Description
Employee	The name of the employee.
ID	The employee's Synergetic ID.
Transaction Type	The type of leave transaction:
	Type	Description
	Leave Taken	Record leave taken by an employee.
	Adjustment: Add Leave	Add to an employee's leave entitlement.
	Adjustment:Deduct Leave	Deduct leave from an employee's entitlement.
	Calculate Adjustment	Set an employee's entitlement to a specified balance. Note: Synergetic will calculate how many units should be added or deducted to reach the New Balance.
	Set Leave Balance at Date	Set the employee's leave entitlement balance to this value at the specified date. Note: The leave balance is zeroed and set to the specified balance on this date. Once this transaction has been entered, you cannot enter any manual leave transactions before this date. All future leave accruals are calculated from this date. Synergetic prompts you with a confirmation if you set the balance at a future date.
Leave Code	Type of leave. For example: annual leave long service leave leave without pay rostered day off sick leave.
Number of units	Number of time units (e.g. days) of leave.
Start Date	The date the leave starts. Note: This field is only visible if the Leave Taken Transaction Type is selected.
Transaction Date	The date the leave transaction will occur. Note: This field is only visible if an Adjustment Transaction Type is selected.
Number of Units	Number of units of leave to be added or deducted. Note: If the Calculate Adjustment Transaction Type is selected, this field is the final balance required for the selected leave code, not the number of units to subtract or add.
Finish Date	The date the leave ends. The name of this field is: Finish Date when employees return to work on their last day of leave Return Date when employees return to work on the first day of work after their leave. Note: You 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. Note: You can set this manually, or click to calculate the Finish/Return Date based on the Start Date and the Number of Units. Estimated Finish/Return Dates do not account for public holidays. This field is only visible if the Leave Taken Transaction Type is selected.
Include in Future Pays	Select this to include the staff member in future pay runs for their pay group during the period they are on leave. By default, employees are excluded from all pay runs while they are on leave. Note: Staff not automatically included in pays past the date of their return. You must manually select to include in future pays past this date.
Sub Category	If required, leave award codes can have sub-categories to break them down further.
Comment	Add a comment to describe the transaction.
Posting Number	Posting number that this leave transaction is included in.
Award Code	The award the employee is currently under.
F.T.E.	The full-time equivalency factor.
Works Full Days	Select if the employee works full days. Note: If selected, the number of hours the employee typically works per day is displayed to the right.
Current Balance	The current balance of the selected leave code. Note: This field is only displayed once a Leave Code has been selected.
Transaction	The amount of leave to be added or deducted in this transaction. Note: This field is only displayed once a Leave Code has been selected.
New Balance	The projected balance of the selected leave code after the current transaction. Note: This field is only displayed once a Leave Code has been selected.

Buttons

Button	Description
	Estimate the Return Date based on the Start Date and Number of Units taken in leave. Note: This estimation does not account for public holidays. You should always check that the estimated Return Date is correct. This field is only visible if the Leave Taken Transaction Type is selected.
	Add the leave transaction. Note: If the employee has an approved leave application that is not confidential, the Assign Leave Taken to Application window is displayed to allow you to assign the leave transaction to the application. Multiple transactions can be assigned to a single leave application, but a warning is displayed when the available units are exceeded or if the leave type and dates do not match. Once transactions have been linked to an application they can unlinked provided you have the required security permissions.
	Close the Leave Details window without adding the transaction.
	Unlink the sel

Leave is added and deducted with leave transactions. Use the Leave Details window to add a leave transaction for an employee.

Opening the Leave Details window

Open the Leave tab of Payroll Maintenance. See Payroll Maintenance - Leave tab.
The Leave tab of Payroll Maintenance displayed.
Click in the Leave Transactions area.
The Leave Details window is displayed.

Leave Details window key fields and buttons
Fields

Field	Description
Employee	The name of the employee.
ID	The employee's Synergetic ID.
Transaction Type	The type of leave transaction:
	Type	Description
	Leave Taken	Record leave taken by an employee.
	Adjustment: Add Leave	Add to an employee's leave entitlement.
	Adjustment:Deduct Leave	Deduct leave from an employee's entitlement.
	Calculate Adjustment	Set an employee's entitlement to a specified balance. Note: Synergetic will calculate how many units should be added or deducted to reach the New Balance.
	Set Leave Balance at Date	Set the employee's leave entitlement balance to this value at the specified date. Note: The leave balance is zeroed and set to the specified balance on this date. Once this transaction has been entered, you cannot enter any manual leave transactions before this date. All future leave accruals are calculated from this date. Synergetic prompts you with a confirmation if you set the balance at a future date.
Leave Code	Type of leave. For example: annual leave long service leave leave without pay rostered day off sick leave.
Number of units	Number of time units (e.g. days) of leave.
Start Date	The date the leave starts. Note: This field is only visible if the Leave Taken Transaction Type is selected.
Transaction Date	The date the leave transaction will occur. Note: This field is only visible if an Adjustment Transaction Type is selected.
Number of Units	Number of units of leave to be added or deducted. Note: If the Calculate Adjustment Transaction Type is selected, this field is the final balance required for the selected leave code, not the number of units to subtract or add.
Finish Date	The date the leave ends. The name of this field is: Finish Date when employees return to work on their last day of leave Return Date when employees return to work on the first day of work after their leave. Note: You 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. Note: You can set this manually, or click to calculate the Finish/Return Date based on the Start Date and the Number of Units. Estimated Finish/Return Dates do not account for public holidays. This field is only visible if the Leave Taken Transaction Type is selected.
Include in Future Pays	Select this to include the staff member in future pay runs for their pay group during the period they are on leave. By default, employees are excluded from all pay runs while they are on leave. Note: Staff not automatically included in pays past the date of their return. You must manually select to include in future pays past this date.
Sub Category	If required, leave award codes can have sub-categories to break them down further.
Comment	Add a comment to describe the transaction.
Posting Number	Posting number that this leave transaction is included in.
Award Code	The award the employee is currently under.
F.T.E.	The full-time equivalency factor.
Works Full Days	Select if the employee works full days. Note: If selected, the number of hours the employee typically works per day is displayed to the right.
Current Balance	The current balance of the selected leave code. Note: This field is only displayed once a Leave Code has been selected.
Transaction	The amount of leave to be added or deducted in this transaction. Note: This field is only displayed once a Leave Code has been selected.
New Balance	The projected balance of the selected leave code after the current transaction. Note: This field is only displayed once a Leave Code has been selected.

Buttons

Button

Description

Estimate the Return Date based on the Start Date and Number of Units taken in leave.

Note: This estimation does not account for public holidays. You should always check that the estimated Return Date is correct. This field is only visible if the Leave Taken Transaction Type is selected.

Add the leave transaction.

Close the Leave Details window without adding the transaction.