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Overview
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Posting Period must be open in order for leave or payment to be posted. Will produce an Error message when ran in Actual:
If trying to post PL to Pay, PL to Sick Leave or Part Time Sick Leave Accrual, the Effective Date has to match what month you are currently in. For Example, if you have September open and current but the actually date actual date is an October day, this error will occur. Have to make October Open or Current in Posting Period and use a October Effective Date
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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 of the employee Compensations are Active or Non-active.
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 Accrual or Projection?: The projection (P) 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.
Select the type of benefit to be accrued in the Benefit Accrual Options field. The following type of leave are available:
- All leave types.
- Vacation Personal leave
- Sick leave
- Personal leave
- All leave typesSick and Vacation
- Vacation leave
If a date is entered in the Specific Accrual Date field, the Accrual records will be added with the date specified. If a date is not entered, the system date will be placed under CORE/LEAVES/ACCUMULATIONS.
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The Include ineligible Positions field offers the following options:
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The
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Include ineligible Positions field offers the following options:
- Check to Include ineligible jobs. Jobs not eligible for benefit(s) will be included on the report.
- Leave Unchecked if to Exclude ineligible jobs. Only jobs eligible for benefit(s) selected will be included on the report.
The Sort field Options field offers the following options:
- Employee Name
- Employee Number
- Pay Group
- Building / Department
- Certified / Classified
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.
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The Select Employees field allows you to select specific Employees for reporting purposes. Highlight to This field is sorted by Last Name, First Name respectively. 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.
After you have all the selections entered, you will want to 
sample reports
Benefit Accrual Report
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- (This example report used the Benefit Accrual options of Sick and Vacation and is sorted by Employee Name)
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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If an Employee record is archived and the Personal Leave flag on the Position record is set to True the employee will NOT be included in the processing of Personal Leave accumulation. |
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
The
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The Include ineligible Positions? Include ineligible Positions? field offers the following options:
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- Employee Name
- Employee Number
- Pay Group
- Building / Department
- Certified / Classified
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.
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Personal Leave Reset Report
Convert Personal Leave To Pay Option
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-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. |
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 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.
The Sort By field offers the following options:
- Employee Name
- Employee Number
- Pay Group
- Building/Department
- Check Distribution
- Appointment Type
The Post to Future payroll? offers the following:
- Check to Include in Future payroll
- Leave unchecked if to Exclude from Future Payroll
Enter an Effective Date 
. The Effective Date is the date when the record should be paid. When this date is included within the run of the current payroll beginning and ending dates, the record will be included in the payroll. If no date is entered in the Effective Date field, the record will be included in the next payroll run.
In the Set the personal leave balance to zero field:
- Check to zero Personal leave balance
- Leave unchecked to retain Personal leave balance
The Convert personal leave option field offers two options: **Required Field**
- FlatRate - Pay a flat daily/hourly rate for unused personal leave days. Enter up to 4 rates:
- Four rates may be entered when using the flat rate option. For example, $50 may be entered in the Rate 1 field to pay the first unused personal day and $25 in the Rate 2 field for the second unused personal day payment.
- In the Rate Type field indicate whether the following:
- Daily - Process the rates as daily rates
- Hourly - Process the rates as hourly rates
- PositionRate - Use the daily/hourly position rate to calculate the pay for unused personal leave days.
- If using the daily/hourly job rate option, the payment will be based on the CORE/POSITION information. If the job is paid daily, the payment will be based on the daily rate value. If the job is paid hourly, the payment will be calculated by multiplying the hours per day times the hourly rate.
In the Percentage of Balance to Convert field enter a percent from .01-100.00 of the personal leave balance you wish to convert to pay. The percentage may be a fraction or whole number, but it may not be negative. The percentage is not a required field.
If you wish to NOT include partial days, the partial days are taken off right away, then the percentage will be calculated. If the user selects to zero out the personal leave balance, no matter what percent is entered, the personal leave balance will be set to zero.
In the Minimum balance to qualify for converting to pay enter the minimum value of personal days/hours required to qualify for converting the personal days to sick days. The employee's personal leave balance in CORE/LEAVES is compared to the minimum value entered when converting. If blank, any employee with a personal leave balance in CORE/LEAVES will be included.
The Include partial days/hours field allows the following options:
- Check to Include partial days/hours
- Leave unchecked to Exclude partial days/hours
If the option to include partial days/hours is selected, the entire balance of personal leave days will be used in the processing. If the
option to exclude partial days/hours is selected, only whole days will be converted and the partial days are forfeited.
The Include positions ineligible for personal leave offers the following options:
- Check to Include positions ineligible for personal leave
- Leave unchecked to exclude positions ineligible for personal leave
In the Appointment type field select from the following:
- Certified employees
- Classified employees
- All Appointment Types
The Specific contract start date from fields allow a range of contract start dates in be entered. Only those employees with a contract start date within the specified range, and that meet the other selection criteria, will be included. **Required Field**
The Specific contract stop date from fields allow a range of contract stop dates in be entered. Only those employees with a contract start date When the Payroll Payment - Current/Future is created, the pay account object code used is always 122 or 152 - depending on the Positions>Appointment Type. If the Positions>Appointment Type is set to Certified, the object code will be set to 122. If the Positions>Appointment Type is set to Classified, the object code will be set to 152. If a different object code is desired, the account can be updated by editing the Payroll Payments - Future/Current record.
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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.
The Sort By field offers the following options:
- Employee Name
- Employee Number
- Pay Group
- Building/Department
- Check Distribution
- Appointment Type
The Post to Future payroll? offers the following:
- Check to Include in Future payroll
- Leave unchecked if to Exclude from Future Payroll (will NOT 'Post to Current')
Enter an Effective Date . The Effective Date is the date when the record should be paid. When this date is included within the run of the current payroll beginning and ending dates, the record will be included in the payroll. If no date is entered in the Effective Date field, the record will be included in the next payroll run.
In the Set the personal leave balance to zero field:
- Check to zero Personal leave balance
- Leave unchecked to retain Personal leave balance
The Convert personal leave option field offers two options: **Required Field**
- FlatRate - Pay a flat daily/hourly rate for unused personal leave days. Enter up to 4 rates:
- Four rates may be entered when using the flat rate option. For example, $50 may be entered in the Rate 1 field to pay the first unused personal day and $25 in the Rate 2 field for the second unused personal day payment.
- In the Rate Type field indicate whether the following:
- Daily - Process the rates as daily rates
- Hourly - Process the rates as hourly rates
- PositionRate - Use the daily/hourly position rate to calculate the pay for unused personal leave days.
- If using the daily/hourly job rate option, the payment will be based on the CORE/POSITION information. If the job is paid daily, the payment will be based on the daily rate value. If the job is paid hourly, the payment will be calculated by multiplying the hours per day times the hourly rate.
In the Percentage of Balance to Convert field enter a percent from .01-100.00 of the personal leave balance you wish to convert to pay. The percentage may be a fraction or whole number, but it may not be negative. The percentage is not a required field.
If you wish to NOT include partial days, the partial days are taken off right away, then the percentage will be calculated. If the user selects to zero out the personal leave balance, no matter what percent is entered, the personal leave balance will be set to zero.
In the Minimum balance to qualify for converting to pay enter the minimum value of personal days/hours required to qualify for converting the personal days to sick days. The employee's personal leave balance in CORE/LEAVES is compared to the minimum value entered when converting. If blank, any employee with a personal leave balance in CORE/LEAVES will be included.
The Include partial days/hours field allows the following options:
- Check to Include partial days/hours
- Leave unchecked to Exclude partial days/hours
If the option to include partial days/hours is selected, the entire balance of personal leave days will be used in the processing. If the
option to exclude partial days/hours is selected, only whole days will be converted and the partial days are forfeited.
The Include positions ineligible for personal leave offers the following options:
- Check to Include positions ineligible for personal leave
- Leave unchecked to exclude positions ineligible for personal leave
In the Appointment type field select from the following:
- Certified employees
- Classified employees
- All Appointment Types
The Specific Contract Start Date From and Specific Contract Start Date To fields allow a range of start dates to be entered. Only those employees with a Compensation>Start Date within the specified range, and that meet the other selection criteria, will be included. **Required FieldFields** If running this option in the next fiscal year, last year's Compensation>Start Dates and Stop Dates should be entered.
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.
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-If applicable this process should to be process should be completed before the personal leave is reset for the fiscal year. -Archived Positions and Compensations will be excluded. |
The 'Personal Leave
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 Specific Contract Start Date From and Specific Contract Start Date To fields allow a range of contract start dates in to be entered. Only those employees with a contract start date Compensation>Start Date within the specified range, and that meet the other selection criteria, will be included. **Required Fields** The Select Pay Groups field allows you If running this option in the next fiscal year, last year's Compensation>Start Dates and Stop Dates should be entered.
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.
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 the unused personal leave balance minus 1 to sick days report
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
Part Time Sick Leave Accrual Option
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 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.
The Sort By field offers the following options:
- Employee Name
- Employee Number
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.
After you have all the selections entered, you will want to
Part Time Sick Leave Accrual Report
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.
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.
The Sort By field offers the following options:
- Employee Name
- Employee Number
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.
After you have all the selections entered, you will want to
Part Time Sick Leave Accrual Report
Info Messages
**No positions eligible for sick leave** - the employee will show service hours that would have counted towards part time sick accrual, if eligible. The report does not exclude employees who are ineligible for sick leave from the report. It will show them if they are setup as part time, but do not accrue leave if they are ineligible. Unchecking the accumulate based on hours flag on the sick leave view is the way to stop the employee from accruing part time sick leave. To do this, temporarily set the position as eligible for sick leave so that the sick leave view becomes available, change the flag, and then mark the position as ineligible. Even though the leave is not displayed because the employee is not eligible for sick leave, the sick leave entity still exists with the accumulate based on hours flag set to true. If changed to false, then the employee would not be on the report at all.