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. Some reasons as to why you may need to carry out a Recalculation are as follows:
- If an employee is leaving the company shortly and you wish to see how much Leave s/he will have earned up to the Date of Separation so that this can be paid, perform a Recalculation for the employee using the Recalculate Until Date as the employee’s Separation Date.
- If an employee has left the company but, through human error, a Separation record was not entered into the application, perform a recalculation for the employee using the Recalculate Until date as his/her last day at the company. The result will show you how much Leave should be paid to the employee in the upcoming payroll.
- If an employee wishes to know how much Vacation or other Cumulative Leave she will have earned up to her last day of Maternity Leave, perform a recalculation using her last day of Maternity Leave in the Recalculate Until field. The employee, therefore, knowing how many days she will have available at this Projected Date, will be able to apply for the Vacation or Other Cumulative Leave starting at the end of her Maternity Leave.
Navigation: Leave>> Leave Transactions>> View Projected Leave Entitlements
In this example, we have chosen to perform the recalculation for a specific Department.
Note, this example was done in June 2018 and we, therefore, entered a future (Projected) date in the Recalculate Until field. In this case, we will navigate to the View Projected Leave Entitlements screen to view the calculations.
- Use the search bar to find any employee for whom the Recalculation was performed.
- Click on the plus sign next to the employee’s record to drill down and 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.
- In this example, we look at the employee’s Projected Vacation Leave.
- Notice the Leave Year Dates reflected are that of the Set Date in 2019, (Jan 1st, 2019) and the Recalculate Until Date of April 1st, 2019.