From the Human Resources screen, select the Maintenance menu, and then Sick Banks.
At the Sick Banks screen, click the New Record button.
Note: For any field equipped with the repeat function, click the Repeat button or press the Ctrl+R keys to repeat the previous entry for the specified field. The repeat function is only available after your initial entry.
Enter a unique ID for the sick bank in the Sick Bank ID field. The ID can be alphanumeric and up to 10 characters long (no spaces).
Note: To have the system automatically assign the ID using the first 10 characters (letters and numbers only) of the description, leave the ID field blank; once the record is saved, the ID will be assigned.
Enter the description for the sick bank in the Sick Bank Description field. The description can be up to 30 characters long.
If applicable, in the Default Main Leave ID field, enter the ID of the leave to have selected by default when processing sick bank deposits and withdrawals. If the ID is not known, click the down-arrow button to select the correct one. Typically, the Default Main Leave ID field is only completed if the sick bank will be tied to only one leave (for example, tied only to sick leave); otherwise, if the sick bank will be tied to multiple leaves, leave this field blank.
Note: Only leaves with the Main Leave ID field blank in the Leave File appear by default when searching, and can be selected or entered for this field.
If the sick bank will only operate for a certain period of time, enter the date the sick bank takes effect in the Sick Bank Starting Date field. Use the mm/dd/yyyy format or click the down-arrow button to select the desired date.
Note: If a date is entered in this field, all deposit entries made to this sick bank must be on or after this date.
If the sick bank will only operate for a certain period of time, enter the date the sick bank expires in the Sick Bank Ending Date field. Use the mm/dd/yyyy format or click the down-arrow button to select the desired date.
Note: If a date is entered in this field, all deposit entries made to this sick must be before or on this date.
If applicable, enter the beginning balance of the sick bank in the Sick Bank Initial Balance field. The amount entered in this field will be added to both the Posted Balance and the Total Balance.
If applicable, enter the number that the Total Balance of the sick bank must not go below in the Sick Bank Lower Limit field; otherwise, leave this field blank if the sick bank does not have a lower limit.
Tip: To allow the sick bank balance to go negative (without any warning), leave the Sick Bank Lower Limit field blank; however, to prevent the sick bank balance from going negative, enter 0 in the field.
If applicable, enter the number that the Total Balance of the sick bank must not go above in the Sick Bank Upper Limit field; otherwise, leave this field blank if the sick bank does not have an upper limit.
If applicable, enter the minimum number of units per employee that can be deposited into the sick bank at one time in the Sick Bank Deposit Minimum field; otherwise, leave this field blank if the sick bank does not have a minimum deposit.
If applicable, enter the maximum number of units per employee that can be deposited into the sick bank at one time in the Sick Bank Deposit Maximum field; otherwise, leave this field blank if the sick bank does not have a maximum deposit.
If applicable, enter the minimum number of units per employee that can be withdrawn from the sick bank at one time in the Sick Bank Withdrawal Minimum field; otherwise, leave this field blank if the sick bank does not have a minimum withdrawal.
If applicable, enter the maximum number of units per employee that can be withdrawn from the sick bank at one time in the Sick Bank Withdrawal Maximum field; otherwise, leave this field blank if the sick bank does not have a maximum withdrawal.
If desired, enter any additional information to track for the sick bank in the Comments field. The comment can be up to 1,000 characters long.
Select the Create Pay Code field to have the system automatically add a pay code in Payroll using the same ID and description as the sick bank, and also have the pay code tied to the sick bank leave. A checkmark will appear in the box if the field is selected. SUI recommends that the Create Pay Code field is selected when adding a new sick bank.
Note: If this field is not selected at this time, a pay code tied to the sick bank leave will need to be added manually prior to making any deposits or withdrawals for the sick bank (or this field must be selected at a later time and then the record saved).
Click the Save button.
Note: When the sick bank is saved, a sick bank leave is automatically added to the Leave File in Payroll, and a sick bank pay code is automatically added to the Pay Code File in Payroll (only if the Create Pay Code field was selected). The Posted Balance and Total Balance fields appear in the upper right corner of the screen to show the balance for the sick bank; the Total Balance includes both posted and unposted entries.
If desired, click the Deposit Information tab to view the deposits made to the sick bank, or the Withdrawal Information tab to view the withdrawals made to the sick bank.