Contents of the Manage Leave Beginning Balances Screen
Use the fields and options to configure the Manage Leave Beginning Balances screen.
Contents
Field | Description |
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Employee |
Enter, or click
|
Leave Details
Field | Description |
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Leave Type |
Enter, or click
|
Leave Year |
Enter the leave year to which this beginning balance applies. |
Payout Leave Type |
This non-editable check box populates after you enter a leave type on this screen. If the Payout Leave Type check box is selected on the Manage Leave Types screen for the leave type you selected, this check box is automatically selected. |
Beginning Balances
Field | Description |
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Hours |
Enter the beginning balance, in hours, for this leave type. If the employee has a zero beginning balance, enter 0.00. |
Transaction Amount |
Enter the employee's transaction amount as of the first day of the leave year. This field is populated when a new record is entered or added when the leave year is closed. This field is available if you have a license for Costpoint Multi-currency (MU). |
Amount |
Enter the amount, in dollars, of the beginning balance for this leave type. If the employee has a zero beginning balance, enter 0.00. |
Deferred Hours |
If there is a beginning balance of deferred hours for this leave type, enter the number of deferred hours. |
Deferred Transaction Amount |
Enter the employee's deferred transaction amount as of the first day of the leave year. This field is populated when a new record is entered or added when the leave year is closed. This field is available if you have a license for Costpoint Multi-currency (MU). |
Deferred Amount |
If there is a beginning balance of deferred hours for this leave type, enter the dollar value. |
Lost Hours |
If there is a beginning balance of leave lost for this leave type, enter the number of hours lost. |
Lost Transaction Amount |
Enter the employee's lost transaction amount as of the first day of the leave year. This field is populated when a new record is entered or added when the leave year is closed. This field is available if you have a license for Costpoint Multi-currency (MU). |
Lost Amount |
If there is a beginning balance of leave lost for this leave type, enter the dollar value. |
Balance Transfer Information
Enter, or click
to select, the leave type to which the leave balances should be transferred. The Reconcile Leave Balances process moves the beginning balance, accrued, deferred, lost, and used data from the current leave type to the new leave type when the leave is computed for the specified leave period end date.
Field | Description |
---|---|
New Leave Type |
Enter, or click
|
New Leave Code |
Enter, or click
|
Leave Period End Date |
Enter, or click
|
Leave Type Transferred |
This disabled check box is used to indicate whether or not the leave was transferred to the New Leave Type. The Reconcile Leave Balances process selects this check box when leave balances are transferred from this employee/leave type/leave year combination to the new leave type. |
Subtask
Subtask | Description |
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Exchange Rates | Click this link to add, edit, and/or view exchange rate information for leave beginning balances. |