Note: In order for the Leave Balance option to be available in Web Link, a user must be defined with rights to view leaves and have the Employee ID field completed (within the User Security option in the School Accounting System).
Select the Employee Information menu, Leaves, and then Leave Balance.
At the Leave Balance screen, enter which year(s) to display for the leaves (Current Year or All Years) in the Leave Years to Display field, or click the down-arrow button to select the correct one, if applicable. To show only the current year for leaves (based on the current date of the web server and the Start/End Dates of the leaves), enter Current Year. To show multiple years of leaves (for all the years with a Start Date on or after the designated date specified within the Web Link Setup Options option in the School Accounting System), enter All Years. The display option of All Years is only available to users if Selective Years is specified in the Years to Display field in the Web Link Setup Options option in the School Accounting System. The default of Current Year will appear, but can be changed if applicable.
The balances for the applicable leaves and leave year(s) appear in the Leaves List.
Tip: The leaves that appear for an employee include only those that are defined to display within Web Link, as specified on the Web Link Leave Options screen in the Leave File in the School Accounting System, and can be overridden individually for an employee on the Leaves screen in the Employee File in the School Accounting System, if needed.
Note: The Posted Balance reflects the Beginning Balance amount, plus the Posted Earned amount, less the Posted Taken amount. If the Display Unposted Leave Balances field is selected within the Web Link Setup Options option in the School Accounting System, the totals for the unposted entries also appear for Unposted or Approved, Pending Approval, Unsubmitted, and Total Balance. The Unposted or Approved total includes all absence entries (including approved leave request entries) in unposted batches of Employee Absences, Pay Period Entries, and Time Cards, and approved leave request entries not yet brought into a batch. The Pending Approval total includes all the leave request entries that have been submitted but not yet approved. The Unsubmitted total includes the leave request entries that have not yet been submitted (and leave requests that have been rejected or recalled and not yet cancelled or deleted). The Total Balance reflects the Posted Balance, less the Unposted or Approved amount, less the Pending Approval amount, less the Unsubmitted amount.
To view the detail information for a leave (and for a specific year if multiple years are selected to display), click once on the appropriate leave (and year, if applicable).
All the entries made for the leave for the employee, including the absence entries in Employee Absences, Pay Period Entries, or Time Cards, entries posted from the Adjust Leave Balances option, and entries for leave requests (if applicable), display in the Leave Detail List. If the Display Unposted Leave Balances field is selected within the Web Link Setup Options option in the School Accounting System, the unposted entries also display in addition to the posted entries. Posted entries are those included in a Payroll calculation batch that has been updated.
Note: The absence entries included in posted batches of Employee Absences or Pay Period Entries (those processed as part of an updated Payroll check cycle) and the entries posted from the Adjust Leave Balances option display here with a checkmark in the Posted column. The absence entries in unposted batches of Employee Absences or Pay Period Entries (including approved leave request entries selected and brought into a batch of Employee Absences or Pay Period Entries) display here without a checkmark in the Posted or Pending Approval columns. The absence entries in unposted batches of Time Cards display here with a comment of "(Time Card Entry)" and without a checkmark in the Posted or Pending Approval columns. The leave request entries that have been approved but not yet selected and brought into a batch of Employee Absences or Pay Period Entries display here with a comment of "Leave Request Entry" and without a checkmark in the Posted or Pending Approval columns. The leave request entries that have been submitted but not yet approved display here with a comment of "Leave Request Entry" and a checkmark in the Pending Approval column. The unsubmitted leave request entries display here with a comment of "Leave Request Entry Unsubmitted" and without a checkmark in the Posted or Pending Approval columns.
To print the information, complete the print function as normal from within your Internet browser (for example, select the File menu and then Print).