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How To View Projected Leave Entitlement

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Leave>> Leave Transactions>> View Projected Leave Entitlements

View Projected Leave Entitlement

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:

  1. 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.
  2. 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.
  3. 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.

Step 1: Enter Leave Details to be Recalculated

In this example, we have chosen to perform the recalculation for a specific Department.

Note, this example was done in November 2024 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.

Step 2: Search for an Employee

  • 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.

Step 3: View the Projected Leave

  • 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 2024, (Jan 1st, 2025) and the Recalculate Until Date of  Jan 24th, 2025.

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