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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.

The Report Format options available:

  • PDF (download)
  • Comma Separated Values
  • Excel-Data

The Accrual or Projection?: The projection (P) option is the default option and is recommended to be ran first to allow for verification of data before the accrual is made.

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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 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.

The Report Format options available:

  • PDF (download)
  • Comma Separated Values
  • Excel-Data

Enter in the Specific Accrual Date

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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.

The Report Format options available:

  • PDF (download)
  • Comma Separated Values
  • Excel-Data

The Accrual or Projection? field allows a report to be generated prior to the converting taking place. The projection option is the default option and is recommended to be ran first to allow for verification of data before the conversion is made.

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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. 

The Report Format options available:

  • PDF (download)
  • Comma Separated Values
  • Excel-Data

The Accrual or Projection? field allows a report to be generated prior to the converting taking place. The projection option is the default option and is recommended to be ran first to allow for verification of data before the conversion is made.

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The Select Employees field allows for the selection of specific employees. Highlight to select those employees 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 employees 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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Criteria for employee to be included on the report:

For the part time sick leave accrual, we look for all non-archived employees who have an Active or Inactive position that matches the user selected pay groups from the report screen (if no pay groups are selected then all Active and Inactive positions are used).  We also check on the sick leave to see if the accumulate based on hours is true and the current service hours equal or greater than 80.  If these criteria are met, the employee will be on the report.  If an employee should not be accruing part time sick leave, uncheck the accumulate based on hours box and this will prevent the employee from being on the report and accruing sick leave.

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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.

The Report Format options available:

  • PDF (download)
  • Comma Separated Values
  • Excel-Data

The Accrual or Projection?:  The projection (P) option is the default option and is recommended to be ran first to allow for verification of data before the accrual is made.

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