Adjusting Leave Balances

Note:  If desired, to access the Employee File from Negotiations (if applicable), select the Payroll menu from the Negotiations screen and then Employees.

Note:  If this field is selected, a comment stating the units were converted from days to hours or hours to days will automatically be added in the Comments field for the updated leave requests.

Note:  For the Beginning Balance field, the Copy Previous Year Beginning Balance field, and the Copy Previous Year Ending Balance field, only one can be selected.

Tip:  The Copy Previous Year Ending Balance field must be selected in order to carry over the ending balance to the new year even if the leave for the employees have the Carry Over Balance field selected on the Leaves screen in the Employee File.

Note:  For the Beginning Balance field, the Copy Previous Year Beginning Balance field, and the Copy Previous Year Ending Balance field, only one can be selected.

Tip:  If needed, the number entered in this field can be negative to decrease the balance for the leave; however, an adjustment to reduce the balance for a leave is typically completed by utilizing the Taken field instead.

Note:  For the Beginning Balance field, the Copy Previous Year Beginning Balance field, and the Copy Previous Year Ending Balance field, only one can be selected.

Note:  If creating a new year for the leave and the Copy Previous Year Beginning Balance field or the Copy Previous Year Ending Balance field is selected, the number entered for this field will also be the maximum number that is carried over to the new year.

Note:  If Create New Year is specified as the Adjust Option and an employee who does not currently have the leave is selected, the leave will be added to the employee for the new year.

Note:  If creating a new year for a leave and the leaves already exist for the specified year, a message will appear asking to skip or overwrite the existing leaves; click Skip to ignore those employees who already have the leave for the specified year (only employees who do not already have the leave for the year will be adjusted), click Overwrite to replace the existing leaves with the specified information, or click Cancel to go back and edit the selected employees.

Note:  If any employees that appear in the Employee Leaves List should not be adjusted, edit the selected employees in the Employee Selection List.  If applicable, if the entries shown in the Adjust Leaves Entries List need to be adjusted, edit the fields of information available at the top of the Adjust Leave Balances screen.  Then after making changes, click the Display button again to refresh the list of employees (and entries, if applicable) that will be adjusted.

Tip:  If needed, move the splitter bars on the screen in order to view all the fields and lists on the Adjust Leave Balances screen.

Note:  If deleting a leave year that has entries for the selected employees, the message will list the employees with entries for that leave year.