Navigation: Leave>> Leave Transactions>> View Leave Entitlements
Once the Recalculation (How To Recalculate Leave Balances ) is complete, we can view the employee’s entitlements via the View Leave Entitlements screen.
- Use the search bar to find the employee for whom the Recalculation was performed.
- Click on the plus sign to the left of the employee’s record to expand. Here, you can view the employee’s Leave Entitlements.
- Select the ‘Cumulative Leave’ tab to see entitlements for Vacation Leave or Other Cumulative Leave, or select the ‘Non-Cumulative Leave’ tab to see entitlements for Leave Types such as Sick, Compassionate etc.
Note, use this Tab to view recalculated Balances for the present date i.e. when performing the Recalculation, you did not enter a date in the Recalculate Until field.
To have a better understanding of the data displayed, hover your cursor over the figures to see how they were calculated.
Leave Year: The Leave Year can be determined via three factors:
- The Date Selected in the Reset Leave On field when building the Leave Type is the Employee’s Anniversary Date.
- The Date Selected in the Reset Leave On field when building the Leave Type is a Set Date. In this instance, the Leave Year for the Leave Type will reflect the set date that was specified.
- An Opening Balance for the Leave with a Start Date was entered. In this case, the Opening Balance Date will be the Start Date of the Leave Year.
Note, in all three cases, it is possible for the employee’s Leave Year for the particular Leave Type to be different from the actual Calendar Year.
- Leave Balance at Rollover: This refers to the Brought Forward Leave. Formula: Opening Balance + Leave Earned from the OB date to the Date at which the Leave rolls over i.e. either the employee’s anniversary date or the set calendar date).
- Total Projected Leave Formula: Leave Balance at Rollover + Leave Projected for the Current Leave Year
- Leave Earned This Year (Projected for this year) Formula: Total Earned YTD - Leave Taken this Leave Year - Pay in Lieu (Of Leave Taken)
- Total Earned YTD Formula: Leave Balance at Rollover + Leave Earned This Year
- Leave Taken This Year: The number of Posted Leave Taken days for the Current Leave Year.
- Pay in Lieu (Of Leave Taken): The number of ‘bought out’ Leave Days for the Current Leave Year.
- Total Balance Formula: Total Earned YTD - Leave Taken this Leave Year - Pay in Lieu (Of Leave Taken).
- Available Balance Formula: Leave Balance at Rollover - Leave Taken this Leave Year - Pay in Lieu (Of Leave Taken).
- Leave Booked: Leave that is approved but not Posted.
- Once you have performed recalculations for Non-Cumulative Leave, you can also view the employee’s entitlements here.
In this example, the Company’s Rules regarding Uncertified Sick Leave is that all employees are entitled to 12 days per year. The employee, however, started working with the company on January 8th of the current Leave year (2018). The application, therefore, has prorated the employee's Entitlement from January 8th.
Recalculations can also be done at any point after the initial recalculation and can be carried out for the Present Date, a Past Date or a Future Date.