Note: The following instructions are to create a new year for a leave for an individual employee. To create a new year for a leave for a group of employees, use the Adjust Leave Balances option instead.
From the Payroll or Human Resources screen, select the Maintenance menu and then Employees.
Note: If desired, to access the Employee File from Negotiations (if applicable), select the Payroll menu from the Negotiations screen and then Employees.
At the Employees screen, enter the ID of the employee for which to create the new leave year in the Employee ID field. If the ID is not known, click the down-arrow button or the Find button to select the correct one.
Click the Leaves tab.
In the Employee Leaves List located at the bottom of the screen, double-click on the leave for which to create a new year.
The information for the selected leave appears in the appropriate fields; if desired, make any necessary changes before starting the new year and click the Save button.
Specify the new fiscal year to create by entering the desired starting date of the fiscal year in the Start Date field. Use the mm/dd/yyyy format or click the down-arrow button to select the desired date.
After advancing out of the field, a prompt will appear asking to copy the most recent year's leave; click Yes.
The new year for the specified leave is created for the selected employee and appears on the screen; if desired, the beginning balance can be adjusted by entering the amount to use as the beginning balance in the Beginning Balance field.
Click the Save button if changes were made to the leave after the new year was created.