From the Manage Leave Periods screen you can create new leave periods, view existing leave periods, establish the control parameters used for leave period-related functions, and identify the period of time used for controlling leave accruals. You can also have leave cycle start and end dates calculated automatically.
To view or modify existing leave periods
Enter the leave cycle code. Each active employee must be assigned to one of these leave cycles on the Manage Employee Information screen. You can establish an unlimited number of leave cycles and use a maximum of four alphanumeric characters to define this code.
Enter information that describes the purpose of the leave cycle.
From the drop-down list, select the frequency type of the leave cycle. The valid frequency types are:
Bi-Weekly — Two weeks in the leave period (14 days)
Monthly — Leave period ending at the end of the month
Semi-Monthly — Leave periods ending on the 15th and end of month
Weekly — One week in the leave period (seven days)
Enter the maximum number of hours that Costpoint uses to determine the accrued leave during the leave period when the leave code is based on hours worked (that is, if the Compute Method is H on the Configure Leave Codes screen). Costpoint determines the accrued leave amount by multiplying the leave accrual rate (on the Configure Leave Codes screen) by the timesheet regular hours or the value in this field, whichever is less.
Enter the standard leave hours in this field when the method of accrual is by regular hours worked or 99,999.99 when the method of accrual is by pay period (Compute Method P on the Configure Leave Codes screen).
Use the fields in this group box to provide the data that Costpoint uses to automatically fill in the Leave Period table.
Use this field to designate the Leave Year you wish to add to the Leave Period table. This field is optional and works with the Number of Leave Periods, First End Date, and Last End Date fields. It relates to the automatic filling of the Leave Period table with the specified number of leave periods.
Enter the number of leave periods to be automatically filled in the Leave Period table. This field is optional and works with the First End Date field. This feature calculates the leave period start and end dates and automatically fills in the Leave Period table. Select Add to activate this feature, in conjunction with this field and the First End Date field.
Refrain from adding more periods than there are in your leave year (defined in the Leave Year to be Added field), or you may have the wrong leave year assigned to some of the leave periods.
Enter, or click to select, the date that is the starting point for the Leave Period table. Costpoint uses the Frequency and Number of Leave Periods fields to calculate the dates and hours in each period and adds them to the table. If entries already exist in the table, Costpoint adds the additional entries immediately following the most recent leave period end date.
This non-editable field displays the last period end date that Costpoint places in the table when you click the Add button. The system derives this value from the Number of Leave Periods, the First End Date, and the Frequency fields.
Click this button to calculate the last end date.
Click this button to insert entries into the Leave Cycle Schedule table. First fill in the Number of Leave Periods, the First End Date, and the Leave Year to be Added fields, then click this button. Costpoint adds the rows following the previously existing End Date.
This table displays the start dates, the end dates, an Open flag, and the leave period year for each leave period. At lease one row of information is required.
Costpoint calculates this from the End Date column and from the Frequency. You can enter, or click to select, a start date for a new line on the table.
This column displays the end date of the leave period. You can enter, or click to select, a date; or you can use the automatic feature to add to it.
Select this check box to identify which leave period (row of the table) is open or active. Only one leave period can be open at a time.
This column displays the leave year in which the specific End Date falls. The leave year can be different from the calendar year in the period end date.