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Panel

Table of Contents


This option allows you to add, delete, and/or modify employee sick, vacation, personal leave accrual information and view current leave balances.

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The Accumulations Grid allows the user to search for existing employees. You can either enter in the Number or a few characters in any of the grid headings and all occurrences of that search will show up and then you can choose the item(s) you are wanting to view or a few characters in any of the grid headings and all occurrences of that search will show up and then you can choose the item(s) you are wanting to view or edit.  Example - First Name  is one of my grid options. If I type in %San (% is use as a wildcard) in the First name field, all occurrences of anyone with  San in the first name will appear. You can then click on the Image Removed next to the Accumulation record you are searching for to view the data relating to this employee or click on the Image Removed to edit the record or Image Removed to delete the record.

Image Removed

Include Archived Employees

To include archived employees, click on Image Removed.

Create a Accumulation Record

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edit.  Example - First Name  is one of my grid options. If I type in %San (% is use as a wildcard) in the First name field, all occurrences of anyone with  San in the first name will appear. You can then click on the Image Added next to the Accumulation record you are searching for to view the data relating to this employee or click on the Image Added to edit the record or Image Added to delete the record.

Image Added

Include Archived Employees

To include archived employees, click on Image Added.

Create a Accumulation Record

  1. From the Core menu select 'Leaves'
  2. Then select 'Accumulation'
  3. Click on Image Added
    1. To create a single Accumulation, the Close option can be checked Image Added .  If the Create New option is checked, click the Image Added checkbox to uncheck it and then click on the Close box. Image Added
    2. To create multiple Accumulations, the Create New option should be checked Image Added .  If the Close option is checked Image Addedclick the checkbox to uncheck it and then click on the Create New box Image Added
  4. Select Employee, Position and Leave to add by clicking on the  arrows.
  5. The Leave Unit will automatically be added.
  6. Can enter a 'Description' or leave blank
  7. Enter a 'Length' for the Accrual. 
  8. Enter a 'Transaction Date' for the posting date (Date can be added for any month.  Does not require an Open posting period to be open)
  9. Click on to save desired changes to the Employee's Accumulation, click on Cancel to not post changes and return to the Accumulations grid.

Image RemovedImage Added

Edit Employee Accumulation Leave

Only fields that are allowed to be edited will be displayed.

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