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Contents of the Print Leave Accrual Report Screen

Use the fields and options to configure the Print Accrued Leave Reports screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Use this group box to define the report's effective date, leave year, leave cycle, leave type, and range of organization.

Effective Date

Field Description
Option

This field displays the One option which indicates that you can only enter a single effective date.

Start

Enter, or click to select, the effective date of the report. The date specified in this field will not be used to select leave balances. The report will reflect each employee’s current leave balance, regardless of the date entered in this field. However, the Effective Date will be used to determine an employee’s hourly rate for the report.

Leave Year

Field Description
Option

This field displays the One option which indicates that you can only enter a single leave year to include in the report.

Start

Enter the leave year for this report. The date specified here is for reference only and prints in the heading of the report. It does not affect the information on the Accrued Leave report.

Leave Cycles

Field Description
Option

From the drop-down list select the range of leave cycles to include in the report. Valid options are:

  • One: This option enables you to specify a single leave cycle to include in the report.
  • All: This option includes all leave cycles in the report.
Start

If you select One as you range option, enter, or click to select, the leave cycle that you want to include in the report.

Leave Types

Field Description
Option

From the drop-down list select the range of leave types to include in the report. Valid options are:

  • One: This option enables you to specify a single leave type to include in the report.
  • All: This option includes all leave types in the report.
Start

If you select One as you range option, enter, or click to select, the leave type that you want to include in the report.

Organization

Field Description
Option

From the drop-down list, select the range of organizations that you want to include in the report. Valid options are:

  • All
  • One
  • Range
  • From Beginning
  • To End
From

If your range option is One, Range, or To End, enter, or click to select, the organization code with which you want to start the report.

To

If your range option is From Beginning or Range, enter, or click to select, the organization code with which you want to end the report.

Sort By

Use this group box to define the primary and secondary sort order of the report.

Field Description
1st Sort

From the drop-down list, select the primary sort of the report. Valid option are:

  • Home Organization: This option sorts the report by the organization that is assigned to the leave codes on the Leave Edit table. If you select this option, you must then select either the Employee Name or Employee ID option in the 2nd Sort drop-down list. The report prints all levels of the organization.
  • Employee Name: This option sorts the report by employee name.
  • Employee ID: This option sorts the report by employee ID.
2nd Sort

The options that are active in drop-down list depend on your selection in the 1st Sort drop-down list.

  • Employee Name: This option prints the report by employee name for employees within an organization. If you select Employee Name or Employee ID as a primary sort, Costpoint disables this option.
  • Employee ID: This option prints the report by employee ID for employees within an organization. If you select Employee ID or Employee Name as a primary sort, Costpoint disables this option.
  • None: Costpoint disables this option if you select Home Organization as your primary sort; You must select either Employee Name or Employee ID as a secondary sort. If you select Employee Name or Employee ID as a primary sort, this option automatically displays.

Options

Use this group box to print accrued leave for part-time employees and temporary employees, and to print leave lost on the report.

Include

Field Description
Part-Time Employees

Select this check box to include part-time employees in this report.

Temporary Employees

Select this check box to include temporary employees in this report.

Leave Lost

Select this check box to include the information for leave lost in this report.

Deferred Leave

Select this check box to include information specific to deferred leave on this report.

Page Break

Field Description
Page Break on Employee

Select this check box to insert a page break after each employee record.