to select, the employee ID. The employee's name displays in the adjacent, unlabeled field.Use this screen to initialize an employee's beginning leave balances and to correct beginning leave balances, if necessary, after closing the leave year. Use this screen when you initialize Costpoint and update it when the leave year closes.
Enter, or click to select, the employee ID. The employee's name displays in the adjacent, unlabeled field.
Enter, or click to select, the employee's leave type to which this beginning balance applies. Enter all of this employee's leave types, even if there is a zero beginning balance.
Enter the leave year to which this beginning balance applies.
This non-editable check box populates after you enter a leave type on this screen. If the Use as Excess Leave Payout Leave Type check box is selected on the Configure Leave Types screen for the leave type you selected, this check box is automatically selected.
Enter the beginning balance, in hours, for this Leave Type. If the employee has a zero beginning balance, enter 0.00.
Enter the employee's transaction amount as of the first day of the leave year. This field is populated when a new record is entered or added when the leave year is closed. This field is available if you have a license for Costpoint Multi-currency (MU).
Enter the amount, in dollars, of the beginning balance for this Leave Type. If the employee has a zero beginning balance, enter 0.00.
If there is a beginning balance of deferred hours for this Leave Type, enter the number of deferred hours.
Enter the employee's deferred transaction amount as of the first day of the leave year. This field is populated when a new record is entered or added when the leave year is closed. This field is available if you have a license for Costpoint Multi-currency (MU).
If there is a beginning balance of deferred hours for this Leave Type, enter the dollar value.
If there is a beginning balance of leave lost for this Leave Type, enter the number of hours lost.
Enter the employee's lost transaction amount as of the first day of the leave year. This field is populated when a new record is entered or added when the leave year is closed. This field is available if you have a license for Costpoint Multi-currency (MU).
If there is a beginning balance of leave lost for this Leave Type, enter the dollar value.
Enter, or click to select, the leave type to which the leave balances should be transferred. The Compute Leave process moves the beginning balance, accrued, deferred, lost, and used data from the current leave type to the new leave type when the leave is computed for the specified leave period end date.
Enter, or click to select, the leave code to which the leave balances should be transferred. The Compute Leave process moves the beginning balance, accrued, deferred, lost, and used data from the current leave type/leave code to the new leave type/new leave code when the leave is computed for the specified leave period end date.
Enter, or click to select, the leave period end date on which the leave balances should be transferred. The Compute Leave process moves the beginning balance, accrued, deferred, lost, and used data from the current leave type to the new leave type when the leave is computed for the specified leave period end date.
This disabled check box is used to indicate whether or not the leave was transferred to the New Leave Type. The Compute Leave process selects this check box when leave balances are transferred from this employee/leave type/leave year combination to the new leave type.
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Exchange Rates |
Click this link to add, edit, and/or view exchange rate information for leave beginning balances. |