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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 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.
- Personal leave
- Sick leave
- Sick and Vacation
- Vacation leave
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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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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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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
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- Employee Name
- Employee Number
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- 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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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:
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- 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
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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.
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- Certified employees
- Classified employees
- All Appointment Types
The Specific contract start date from 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 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 within the specified range, and that meet the other selection criteria, will be included. **Required Field**Fields** 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. |
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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 Specific Contract Start Date From and Specific Contract Start Date To 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 Fields**The Select Pay Groups field allows you to select specific Pay Groups for reporting purposes. Highlight to select those pay groups 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 Fields** 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 to the Selected box. You can choose none or any number of pay groups of employees to report on. To remove from the selected box, use to move it back to the available box.
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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.
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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