Costpoint Online Help

Using the Help Search

Contents of the Manage Leave Periods Screen

Use the fields and options to configure the Manage Leave Periods screen.

Field	Description
Leave Cycle	Enter the leave cycle code. Each active employee must be assigned to one of these leave cycles on the Manage Employee Information screen. You can establish an unlimited number of leave cycles and use a maximum of four alphanumeric characters to define this code.
Description	Enter information that describes the purpose of the leave cycle.
Frequency	From the drop-down list, select the frequency type of the leave cycle. The valid frequency types are: Bi-Weekly: Two weeks in the leave period (14 days) Monthly: Leave period ending at the end of the month Semi-Monthly: Leave periods ending on the 15th and end of month Weekly: One week in the leave period (seven days)
Max Regular Hours	Enter the maximum number of hours that Costpoint uses to determine the accrued leave during the leave period when the leave code is based on regular (non-overtime) hours worked (that is, if the Compute Method is H on the Configure Leave Codes screen). Costpoint determines the accrued leave amount by multiplying the leave accrual rate (on the Configure Leave Codes screen) by the timesheet regular hours or the value in this field, whichever is less. Enter 999,999,999,999.99 if there is no limit on the number of regular work hours that can be used to calculate the leave accrual when the Compute Method is H.
Open Leave Period	The Open Leave Period fields display the start and end date of the leave cycle's open leave period. In Form View, the following fields are unlabeled and separated by a To label. Open Leave Period Start Date: This field displays the start date of the leave cycle's open leave period. If you manually change the open leave period in the Leave Periods subtask, this value will be updated. If there is no open leave period, this field will be blank. Open Leave Period End Date: This field displays the end date of the leave cycle's open leave period. If you manually change the open leave period in the Leave Periods subtask, this value will be updated. If there is no open leave period, this field will be blank.

Add Leave Periods

Use the fields in this group box to provide the data that Costpoint uses to automatically fill in the Leave Period table.

Field	Description
Leave Year	Use this field to designate the Leave Year you wish to add to the Leave Period table. This field is optional and works with the Number of Leave Periods, First End Date, and Last End Date fields. It relates to the automatic filling of the Leave Period table with the specified number of leave periods.
Number of Periods	Enter the number of leave periods to be added. All periods will be linked to the specified leave year, so it is recommended that you add one leave year at a time. For example, if you would like to add an entire year of leave periods and the leave cycle is semi-monthly, you would enter 24 in this field. This value is required if you are using the Add Leave Periods button to generate new leave periods.
First End Date	Enter, or click to select, the date to be used as the starting point for adding records to the Leave Periods table. After you click the Add Leave Periods button, Costpoint determines the leave period dates based on this date and the values in the Frequency and Number of Periods fields. If entries already exist in the table, this date must be the end date of the period following the last period in the table.
Last End Date	This non-editable field displays the end date of the last leave period that will be added when you click the Add Leave Periods button. This value will default based on the Number of Periods, First End Date and Frequency. This value is provided to help you ensure the leave periods being added to the table are as expected.
Add Leave Periods	Click this button to insert entries into the Leave Periods table. First fill in the Number of Leave Periods, the First End Date, and the Leave Year fields, then click this button to add the new periods to the Leave Periods table.

Leave Periods

This table displays the period start and end dates, a check box to indicate which leave period is open, and the leave year to which the leave period is assigned. At least one row of information is required.

Field	Description
Start Date	Enter, or click to select, the start date of the leave period. If there are existing leave periods, this date must be the day after the prior period's End Date. You can also use the Add Leave Periods feature to add one or multiple leave periods to the table.
End Date	Enter, or click to select, the end date of the leave period. You can also use the Add Leave Periods feature to add one or multiple leave periods to the table.
Open	Select this check box to indicate that the leave period is open. The open leave period will be processed when the Compute Leave process is run for the leave cycle. Only one leave period can be open for a given leave cycle at a time. If you select this check box for a leave period, the application will automatically clear the check box for all other leave periods.
Leave Year	Enter the leave year to which this period is assigned. The leave year can be different from the calendar year in the period end date. This field will be disabled if accrued leave has been posted to the period through the Post Leave Accruals process or used leave has been posted to the leave period through the Post Labor process.

JavaScript must be enabled in order to use this site.Please enable JavaScript in your browser and refresh the page.

Contents of the Manage Leave Periods Screen

Use the fields and options to configure the Manage Leave Periods screen.

Field	Description
Leave Cycle	Enter the leave cycle code. Each active employee must be assigned to one of these leave cycles on the Manage Employee Information screen. You can establish an unlimited number of leave cycles and use a maximum of four alphanumeric characters to define this code.
Description	Enter information that describes the purpose of the leave cycle.
Frequency	From the drop-down list, select the frequency type of the leave cycle. The valid frequency types are: Bi-Weekly: Two weeks in the leave period (14 days) Monthly: Leave period ending at the end of the month Semi-Monthly: Leave periods ending on the 15th and end of month Weekly: One week in the leave period (seven days)
Max Regular Hours	Enter the maximum number of hours that Costpoint uses to determine the accrued leave during the leave period when the leave code is based on regular (non-overtime) hours worked (that is, if the Compute Method is H on the Configure Leave Codes screen). Costpoint determines the accrued leave amount by multiplying the leave accrual rate (on the Configure Leave Codes screen) by the timesheet regular hours or the value in this field, whichever is less. Enter 999,999,999,999.99 if there is no limit on the number of regular work hours that can be used to calculate the leave accrual when the Compute Method is H.
Open Leave Period	The Open Leave Period fields display the start and end date of the leave cycle's open leave period. In Form View, the following fields are unlabeled and separated by a To label. Open Leave Period Start Date: This field displays the start date of the leave cycle's open leave period. If you manually change the open leave period in the Leave Periods subtask, this value will be updated. If there is no open leave period, this field will be blank. Open Leave Period End Date: This field displays the end date of the leave cycle's open leave period. If you manually change the open leave period in the Leave Periods subtask, this value will be updated. If there is no open leave period, this field will be blank.

Add Leave Periods

Use the fields in this group box to provide the data that Costpoint uses to automatically fill in the Leave Period table.

Field	Description
Leave Year	Use this field to designate the Leave Year you wish to add to the Leave Period table. This field is optional and works with the Number of Leave Periods, First End Date, and Last End Date fields. It relates to the automatic filling of the Leave Period table with the specified number of leave periods.
Number of Periods	Enter the number of leave periods to be added. All periods will be linked to the specified leave year, so it is recommended that you add one leave year at a time. For example, if you would like to add an entire year of leave periods and the leave cycle is semi-monthly, you would enter 24 in this field. This value is required if you are using the Add Leave Periods button to generate new leave periods.
First End Date	Enter, or click to select, the date to be used as the starting point for adding records to the Leave Periods table. After you click the Add Leave Periods button, Costpoint determines the leave period dates based on this date and the values in the Frequency and Number of Periods fields. If entries already exist in the table, this date must be the end date of the period following the last period in the table.
Last End Date	This non-editable field displays the end date of the last leave period that will be added when you click the Add Leave Periods button. This value will default based on the Number of Periods, First End Date and Frequency. This value is provided to help you ensure the leave periods being added to the table are as expected.
Add Leave Periods	Click this button to insert entries into the Leave Periods table. First fill in the Number of Leave Periods, the First End Date, and the Leave Year fields, then click this button to add the new periods to the Leave Periods table.

Leave Periods

This table displays the period start and end dates, a check box to indicate which leave period is open, and the leave year to which the leave period is assigned. At least one row of information is required.

Field	Description
Start Date	Enter, or click to select, the start date of the leave period. If there are existing leave periods, this date must be the day after the prior period's End Date. You can also use the Add Leave Periods feature to add one or multiple leave periods to the table.
End Date	Enter, or click to select, the end date of the leave period. You can also use the Add Leave Periods feature to add one or multiple leave periods to the table.
Open	Select this check box to indicate that the leave period is open. The open leave period will be processed when the Compute Leave process is run for the leave cycle. Only one leave period can be open for a given leave cycle at a time. If you select this check box for a leave period, the application will automatically clear the check box for all other leave periods.
Leave Year	Enter the leave year to which this period is assigned. The leave year can be different from the calendar year in the period end date. This field will be disabled if accrued leave has been posted to the period through the Post Leave Accruals process or used leave has been posted to the leave period through the Post Labor process.