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Employees will be on the report/updated if the employee is eligible for the leave type for the leave type selected, regardless if the employee Compensations are Active or Non-active. 

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The 'Benefit Accrual Report' is the default file name for the Accrual report. This can be changed by entering a new file name in the Report Title field.

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Benefit Accrual Report- (This example report used the Benefit Accrual options of Sick and Vacation and is sorted by Employee Name)

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Reset Personal Leave Option

Employees will be on the report/updated if the employee is eligible for the leave type for the leave type selected, regardless if the employee Compensations are Active or Non-active.

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The Reset or Projection:  The projection option is the default option and is recommended to be ran first to allow for verification of data before the reset takes place.

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Personal Leave Reset Report 

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Convert Personal Leave To Pay Option

Note

-Employee must have an Active compensation to find the necessary info to pay

-If applicable this process should to be completed before the personal leave is reset for the fiscal year.


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The 'Personal Leave To Pay Report' is the default file name for the report. This can be changed by entering a new file name in the Report Title field.

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Convert Unused Personal Leave To Pay Report

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Error

When running in Actual, if an Error occurs, this means an employee's pay account is not valid.  The employees above this employee will post correctly but anyone below including this employee will not post.  View the error message and correct the employee's account in Payroll Account.  Then rerun in projection, check the report and if all looks correct run in actual:

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Note

-If applicable this process should to be completed before the personal leave is reset for the fiscal year.

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The 'Personal Leave To Sick Leave Report' is the default file name for the report. This can be changed by entering a new file name in the Report Title field. 

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The Select Pay Groups field allows you to select specific Pay Groups for reporting purposes. Highlight to select those pay groups that you wish to report on from the Available box and move it over  to the Selected box.  You can choose none or any number of pay groups to report on.  To remove from the selected box use  to move it back to the available box.


Convert Unused Personal Leave To Sick Leave Sample Reports:

Convert one personal leave day to one sick day report

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Convert 50% of the unused personal leave to sick days report

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Convert the unused personal leave balance minus 1 to sick days report

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Carry over one personal leave day, and convert the remainder of the personal leave days minus 1 sick days report

Keep one personal leave day and convert the remainder to sick leave

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Part Time Sick Leave Accrual Option

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The 'Part Time Sick Leave Accrual Report' is the default file name for the Accrual report.  This can be changed by entering a new file name in the Report Title field.

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Part Time Sick Leave Accrual Report

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