Contents of the Manage Employee Leave Screen

Use the fields and options to configure the Manage Employee Photo File Locations screen.

Identification

Field Description
Employee

Enter, or click to select, the employee ID. The employee's name displays in the adjacent, unlabeled field.

Leave Details

Field Description
Leave Type

Enter, or click to select, the leave type to assign to this employee. You must first set up this leave type on the Manage Leave Types screen. This is a required field.

Used for Leave Payout

This non-editable checkbox populates after you enter a leave type on this screen. If the Use as Excess Leave Type checkbox is selected on the Manage Leave Types screen for the leave type you entered on this screen, this checkbox is automatically selected.

Used for Paid Family Leave This checkbox indicates whether or not the leave type's Use for Paid Family Leave checkbox is selected on the Manage Leave Types screen. If it is, the screen enables the Paid Family Leave subtask where you must enter at least one row in that subtask in order to save the record.
Leave Code

Enter, or click to select, a leave code for the Leave Type assigned for this employee. You must first establish the leave code on the Manage Leave Codes screen. This is a required field.

Leave Hire Date

Enter, or click to select, the leave hire date associated with the Leave Code. If you leave this field blank, Costpoint uses the Current Hire date entered for this employee on the Manage Employee Information screen.

Accrual Rate

Field Description
Rate

This non-editable field displays the estimated accrual rate for this employee, using the accrual method for the current open leave period.

  • P calculates leave accrued by the accrual rate specified by the leave pay period. 
  • H calculates leave accrued by the number of regular hours in the period multiplied by the accrual rate.

See the description for the Compute Method column on the Manage Leave Codes screen for more information.

Estimated Accrual

This non-editable field displays the estimated accrual rate, including both block grants and the Rate (P or H), for this employee.

Accrued Leave

Field Description
Beginning Balance

This non-editable field displays the leave year beginning balance related to this Leave Code for this employee. You initialize the beginning balance on the Manage Leave Beginning Balances screen.

YTD Accrual

This non-editable field displays the year-to-date leave accrual for this employee for the indicated Leave Code.

YTD Used

This field displays the year-to-date leave used for this employee for the indicated Leave Code.

Current Balance

This field displays the current-leave balance for this employee for the indicated Leave Code.

Deferred Leave

Field Description
Deferred Beginning  Balance

This field displays the leave-year beginning balance for this employee's deferred leave for the indicated Leave Code.

YTD Deferred

This field displays the year-to-date deferred leave balance for this employee for the indicated Leave Code.

Lost Leave

Field Description
Lost Beginning Balance

This field displays the leave-year beginning balance for this employee's lost leave for the indicated Leave Code.

YTD Lost

This field displays the year-to-date leave lost for this employee for the indicated Leave Code.

Cumulative Lost

This field displays the cumulative leave lost balance for this employee for the indicated Leave Code. Costpoint calculates this value by adding the previous two columns (Beginning Balance Lost + YTD Lost).

Subtask

Subtask Description
Paid Family Leave Click this subtask to enter charging details for Paid Family Leave processing.