Leave - Expiration of Leave Rollover Balance/Return Date Calculation By Pay Type/View Projected Leave Entitlements/Opening Balances/Leave Taken/Restrict Leave Overbooking By
The following updates/new features were added to:
- Expiration of Leave Rollover Balance.
- Return Date Calculation By Pay Type.
- View Projected Leave Entitlements.
- Opening Balances, Vacation and Other Cumulative Leave Rules, Non-Vacation/Non-Cumulative Leave Rules.
- Leave Taken.
- Restrict Leave Overbooking By.
1. Expiration of Leave Rollover Balance
A new feature, Expiration of Leave Rollover balance, which resets the Leave Opening Balance after a specified period in days or on a designated date, was added. A new button, Restore Expired, which allows the Expired Amount to be re-added to the Start Balance and the field Expired Amount were added to the Opening Balances screen.
Step 1: Enable Feature
System Configurations>>Feature Management>>Expiration of Leave Rollover Balance
Step 2: Create Leave Expiration Record
Benefits>>Leave>>Leave Setup>>Leave Types>>Leave Types>>[Select Leave Type]>>(+)>>Leave Expiration
- By default, the Leave Expiration Method is set to Use Expiration Period, where leave will expire after the number of days entered. If the Use Expiration Date is selected, the leave will expire on the exact date entered.
Step 3: Restore Expired (optional)
Benefits>>Leave>>Leave Overrides>>Opening Balances>>[Select Record]>>Restore Expired
2. Return Date Calculation By Pay Type
A new feature, Return Date Calculation By Pay Type, was added. This allows for different leave return date calculation methods to be set for Salaried and Non-Salaried employees for any given Leave Type.
If, however, an employee has been changed from Salaried to Non-Salaried or vice versa, then the Return Date Parameters (Benefits>>Leave>>Leave Setup>>Return Date Parameters) should be used to define the Return Date calculation method for the specific employee and any other employee exceptions.
Step 1: Enable Feature
System Configurations>>Feature Management>>Return Date Calculation By Pay Type
Step 2: Create Leave Types
Select Return Date parameters for Salaried and Non-Salaried employees by completing the following fields:
- Calculate Return Date Using (Salaried).
- Calculate Return Date Using (Non-Salaried).
Benefits>>Leave>>Leave Setup>>Leave Types>>Leave Types
Step 3: Request Leave/Verify the Return Date
The system will check to determine if the employee is salaried or non-salaried.
Personnel>>Employees>>[Select Employee]>>Payroll Related
Home>>My Benefits>>My Leave
Benefits>>Benefits>>Leave>>Leave Transactions>>Leave Taken
3. View Projected Leave Entitlements
The Cumulative and Non-Cumulative Leave balances are generating correctly when Earned at Rollover is flagged as Yes.
Step 1: Flag Earned at Rollover
Benefits>>Leave>>Leave Setup>>Leave Types>>Leave Types>>[Select Leave Type]
Step 2: Recalculate Leave Balances
Benefits>>Leave>>Leave Transactions>>Recalculate Leave Balances
Step 3: View Projected Leave Entitlements.
Benefits>>Leave>>Leave Transactions>>View Projected Leave Entitlements
4. Opening Balances, Vacation and Other Cumulative Leave Rules, Non-Vacation/Non-Cumulative Leave Rules
The following modifications were made:
- Mass Delete was added to Opening Balances, Vacation and Other Cumulative Leave Rules, and Non-Vacation/Non-Cumulative Leave Rules screens.
- Import functionality was added to Vacation and Other Cumulative Leave Rules and Non-Vacation/Non-Cumulative Leave Rules screens.
- Import screens were added for Vacation/Cumulative Leave Rules Override and Non-Vacation/Non-Cumulative Leave Rules Override (System Configurations>>Company Imports).
Benefits>>Leave>>Leave Overrides>>Opening Balances
Benefits>>Leave>>Leave Overrides>>Vacation and Other Cumulative Leave Rules
Benefits>>Leave>>Leave Overrides>>Non-Vacation/Non-Cumulative Leave Rules
Benefits>>Leave>>Leave Overrides>>Non-Vacation/Non-Cumulative Leave Rules>>[Audit]
5. Leave Taken
The following screens were modified to use Available From Leave Earned rather than Total Balance to determine if Leave will be overbooked:
- Home>>My Benefits>>My Leave>>Request Leave.
- Benefits>>Leave>>Leave Transactions>>Leave Taken.
- Benefits>>Leave>>Leave Transactions>>Self Service Leave Requests.
- User Self Service>>Dept Administrators>>Leave>>Leave Taken.
- User Self Service>>Dept Administrators >>Leave>>Self Service Leave Requests.
- User Self Service>>Dept Administrators >>Leave>>Employee Leave>>Select Employee>>’View’>>Request Leave.
- User Self Service>>Timekeeper>>Timesheets>>Current.
- User Self Service>>Timekeeper>>Timesheets>>Unapproved After Post.
- HRplus Time>>Timesheets>>Timesheets>>Current.
- HRplus Time>>Timesheets>>Timesheets>> Unapproved After Post.
Benefits>>Leave>>Leave Transactions>>Leave Taken
6. Restrict Leave Overbooking By
A new feature, Restrict Leave Overbooking By, was added to restrict Leave Request amounts to an employee’s Total Balance. If disabled, it will be restricted to Available from Leave Earned.
Step 1: Enable Feature
System Configurations>>Feature Management>>Restrict Leave Overbooking By
Step 2: Flag Restrict Overbooking
Flag Restrict Overbooking as Yes.
Benefits>>Leave Setup>>Leave Types>>Leave Types
Step 2: Submit a Leave Request
Submit a Leave Request exceeding the Total Balance. The system will display a warning message “You cannot request more leave than you have available”.
Home>>My Benefits>>My Leave>>Request Leave
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