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Accruing leave for one employee at a time, the Accumulations option can be used. Accruing leave will be reflected on the employees' 'Balance' and and 'Unreported Accumulation' fields on the CORE/LEAVES record immediately. Once the next payroll is completed, the 'Unreported Accumulation' field will be cleared. The system will go off the actual date (todays date) it was entered and not the Transaction date that was entered, to update the balance.
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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 edit. Example - First Name 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 with San in the first name will appear. You can then click on the next to the Accumulation record you are searching for to view the data relating to this employee or click on the to edit the record or to delete the record.
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- From the Core menu select 'Leaves'
- Then select 'Accumulation.'
- Click on
- Select an Employee, Position and
- Select a Position (filtered to only include eligible positions for selected leave)
- Select a Leave to add by clicking on the arrows.
- The Leave Unit will automatically be added.
- Can enter a 'Description' or leave blank.
- Enter a 'Length' for the Accrual.
- 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)
- Click on
Edit Employee Accumulation Leave
Only fields that are allowed to be edited will be displayed.
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