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8. To Exit out of screen, click on in the far top right hand corner
Setting up Advance Sick Leave
Go to System/Rules and Enable the rule Prevent the Advanced Sick Leave balance from going past the Max Advanced allowed.
Go to System/Configuration/Advanced Leave Configuration-
Check the field if the Max Advanced is always available. Accumulations will decrease the 'Advance Units Used' in Leaves and will allow the employee to reuse the advance sick days during period selected.
Leave unchecked if the Max Advance will be available only once,. Accumulations will not affect the 'Advance Units Used' in Leaves and the employee is only allowed to use the sick advance days during period selected.
Set up the Period Options-The Period Options are the date range when the advance sick will be counted. Select one of the following:
- Fiscal Year (July through June)
- Calendar Year (January through December)
- Custom Period, provide start and end dates
If using Custom Period enter the Custom Start Date and Custom End Date in the fields provided.
Manually add or Mass Load-Mass Load#Leaves the Max Advance Leave amount available for employee(s)
If using Attendance/Absence Importing and employee will go negative, district will have to check 'Allow Negative Leave Balance' to insure the import file completes without any errors.
Note |
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The Advanced Units Used will reset automatically to zero based on the period selected on the Advanced Leave Configuration. The Max Advance amount will be available to the employee again but if the employee is no longer eligible the district will need to clear that field manually. |
Edit Employee Leaves
Only fields that are allowed to be edited will be displayed.
- Search desired Employee on grid
- Click on to edit the Employee
- Make desired changes
- Click on to save desired changes to the Employees Leave, click on Cancel to not post changes and return to the Leaves grid
Delete Employee Leaves
- Search desired Employee on grid to delete
Click on to delete the Employee Leave
Click on to confirm deletion or Cancel to not delete Leaves
Changing employee from Hourly Sick Leave to Daily Sick Leave
All leave units for the employee must be the same (all Daily or all Hourly)
To convert an employee's Sick Leave Balance and Current Service Hours:
- In the Employee Screen, uncheck the Part Time flag
- Update Accum Per Month accordingly (Based on district accum)
- Change Leave Unit to Daily for Sick, Personal and Vacation
- Change Max Leave amount to XXX (use what district allows for Max Leave for Sick)
- Uncheck Accumulate Based on Hours flag
- Remove the Current Service Hours
- Remove the Service Hours Accumulation
- Click on Save, when asked for Hours in Day, enter the employee's daily hours from the Compensation that was used for the previous hourly accrual, click on Save.
- This will update the balance from hours to days
- Go to Accumulations and add an Accumulation record for the additional days needed to get the employee's balance to the correct amount. This amount will then show in the Unreported accumulation, for next time payroll is ran with this employee included.
Changing employee from Daily to Part-Time Sick Leave
All leave units for the employee must be the same (all Daily or all Hourly)
To convert an employee's Sick Leave Balance to Hourly:
Check Part-Time flag in the Employee’s record
Modify Leaves record
Remove ‘Accum Per Month’ amount
Change Leave Unit to Hourly for Sick, Personal and Vacation
- Add up how many hours they have so far (that's not included in the Sick Balance) and add this in the Current Service hours.
Change Max Leave Amount to XXXX (what they use for Hourly employees)
Check ‘Accumulate Based on Hours’
Add ‘Service Hours Accumulation’ (4.60)
Click on Save, when asked for Hours in Day, enter the employee's Daily Hours from the Compensation that was used for the previous accrual, click on Save.
- This will update the balance from days to Hours
- Use the Processing/Benefit update and projection/Part Time Sick Leave Accrual to determine part-time employee's sick leave accumulations based on 80 hours of service.