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Contents of the Manage Leave Edit Table Screen

Use the fields and options to configure the Manage Leave Edit Table screen.

Identification

Field Description
Employee

Enter, or click  to select, the ID of the employee whose leave information you wish to select for review. The employee's name displays in the unlabeled field to the right.

Leave Cycle This field loads from the Employee Leave Journal when you execute the Compute Leave Accruals screen.

Leave Details

Field Description
Leave Type

Enter, or click to select, the leave type. This field loads from the Employee Leave Journal when you execute the Compute Leave Accruals screen.

Leave Code If the record was generated by the Compute Leave application, this data field displays employee's Leave Code.
Record Type

From the drop-down list, select the type of this leave record:

  • ACCRUAL: This option indicates that the transaction resulted from the posting of accrued leave.
  • DEFER: This option indicates that the transaction resulted from the posting of deferred leave.
  • LOST: This option indicates that the transaction resulted from the posting of lost leave.
  • PAYOUT: This option indicates that the transaction moves the excess-over-ceiling hours and amount to a Leave Payout leave type.
  • ADJUST: This option indicates that the transaction resulted from the importing of leave adjustment using Import Employee Leave Adjustments screen.
Accrued Hours

This field displays the hours associated with the leave accrual transaction. The number of accrued hours populates this field when you execute the Compute Leave Accruals screen.

Accrued Transaction Amount

Enter the accrual amount that applies to the employee's transaction currency. The amount populates this field when leave is computed. This field is available if you have a license for Costpoint Multicurrency (MU).

Accrued Amount

This field displays the monetary amount associated with the leave accrual transaction. The amount populates this field when you execute the Compute Leave Accruals screen.

Deferred Hours

This field displays the hours associated with the deferred leave transaction. The number of deferred hours populate this field when you execute the Compute Leave Accruals screen.

Deferred Transaction Amount

Enter the deferred amount that applies to the employee's transaction currency. The amount populates this field when leave is computed. This field is available if you have a license for Costpoint Multicurrency (MU).

Deferred Amount

This field displays the monetary amount associated with the deferred leave transaction. The amount populates this field when you execute the Compute Leave Accruals screen.

Lost Hours

This field displays the hours associated with the leave lost transaction. The number of lost hours populate this field when you execute the Compute Leave Accruals screen.

Lost Transaction Amount

Enter the lost amount that applies to the employee's transaction currency. The amount populates this field when leave is computed. This field is available if you have a license for Costpoint Multicurrency (MU).

Lost Amount

This field displays the monetary amount associated with the leave lost transaction. The amount populates this field when you execute the Compute Leave Accruals screen.

Regular Hours Basis

This field displays the number of regular (non-overtime) hours on the timesheets for the leave period when the accrual method is hours worked (the Compute Method is H on the Configure Leave Tables screen).

Overtime Hour Basis

Enter the number of overtime hours used to calculate the accrual. This option applies when computing leave types with a compute method of E-Annually on Hire Date (Posted Hours).

Expense Account

This field displays the expense account to which leave will be posted.

Expense Project

This field displays the project to which leave expense will be posted.

Expense Organization

This field displays the expense organization to which leave will be posted.

Accrual Account

This field displays the account to which accrued leave will be posted.

Accrual Project

This field displays the project to which accrued leave will be posted.

Accrual Organization

This field displays the organization to which accrued leave will be posted.

Description Enter a short description for this record.
Notes Enter a detailed description for this transaction.
Leave Year This field displays from the Leave Period Journal for the current open leave period.
Start Date This date displays from the Leave Period Journal for the current open leave period.
End Date This date displays from the Leave Period Journal for the current open leave period.
Tracked By This field displays the method for tracking leave, by either monetary amount or hours, in effect for the leave type at the time of computing leave. This loads from the Configure Leave Types screen. The method for tracking leave populates this field when you execute the Compute Leave Accruals screen.
Ceiling Method This field displays ceiling method in effect for the leave type at the time of computing leave. This loads from the Manage Leave Types screen. The ceiling method populates this field when you when you execute the Compute Leave Accruals screen.
Calculate Functional Amounts

Click this button to apply the settings specified in the Exchange Rates subtask.

Note: If the transaction currency on the current leave edit record is not correct due to the rate date, you need to enter the correct rate date and apply the correct rates in the Exchange Rates subtask.

Subtask

Subtask Description
Exchange Rates Select this link to open the Exchange Rates subtask for the current record.