Note: In order for a sick bank withdrawal to be processed for an employee, the employee must first have the sick bank leave set up on the Leaves screen in the Employee File; the sick bank leave is added to the Leaves screen in the Employee File when completing a sick bank deposit.
From the Human Resources screen, select the Options menu and then Sick Bank Withdrawals.
At the Sick Bank Withdrawals screen, enter the ID of the employee to receive the withdrawal from the sick bank in the Employee ID field. If the ID is not known, click the down-arrow button to select the correct one, or press the Ctrl+F keys to access the search feature.
Enter the ID of the sick bank from which to make the withdrawal in the Sick Bank ID field. If the ID is not known, click the down-arrow button to select the correct one, or press the Ctrl+F keys to access the search feature.
Enter the date to show when the withdrawal was made in the Withdrawal Date field. Use the mm/dd/yyyy format or click the down-arrow button to select the desired date.
Note: The date entered here must be within a fiscal year of the sick bank leave and the leave selected for the withdrawal.
Enter the amount to decrease from the sick bank and give to the employee in the Number of Units field.
Note: If applicable, the number entered here must not be under the Sick Bank Withdrawal Minimum or above the Sick Bank Withdrawal Maximum as defined for the sick bank; also, the withdrawal cannot take the Total Balance of the sick bank below the Sick Bank Lower Limit.
Enter the ID of the pay code to use for the sick bank withdrawal entries posted to a batch of pay period entries in the Pay Code ID field. If the ID is not known, click the down-arrow button to select the correct one, or press the Ctrl+F keys to access the search feature.
Note: Only pay codes tied to the specified sick bank leave appear by default when searching, and can be selected or entered for this field.
Enter the ID of the leave for which to add the specified number of units for the employee from the sick bank withdrawal in the Sick Bank Leave ID field. If the ID is not known, click the down-arrow button to select the correct one. If applicable, the leave specified in the Default Main Leave ID field for the sick bank will appear in this field by default, but can be changed.
Note: Only the leaves the employee has set up that are not tied a main leave (within the Leave File) appear by default when searching, and can be selected or entered for this field.
Enter the description to use for the withdrawal in the Withdrawal Description field. The description can be up to 1,000 characters long. Leave the field blank to default to a generic description of "Sick Bank Withdrawal".
All the previous deposits and withdrawals for the sick bank that the specified employee has made appear in the Employee Sick Bank History List (on the bottom half of the screen).
Click the Execute button.
When prompted, select the pay period entries batch in which to post the sick bank withdrawal entries (for inclusion in a payroll calculation batch for posting) by double-clicking the desired batch.
Note: Only new (or empty) batches, or batches with other sick bank deposit and/or withdrawal entries, can be selected. If a batch does not exist, the Payroll Entry Batch screen will appear prompting for the batch information so that a batch can be created; in which case, complete the batch options and then click the Save button. The batches of pay period entries used with sick bank deposits and/or withdrawals will be set to Read Only.
When prompted to continue posting, click Yes.
Complete a payroll calculation and include the pay period entries batch containing the sick bank withdrawal entries; once the payroll calculation batch is updated, the entries for the withdrawal will become posted.