MANAGE LEAVE PERIODS

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.

You must establish leave periods before you complete the Configure Leave Codes screen.

Location

To create a new leave period

To view or modify existing leave periods

Identification

Leave Cycle

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.

Description

Enter information that describes the purpose of the leave cycle.

Details

Frequency

From the drop-down list, select the frequency type of the leave cycle. The valid frequency types are:

Maximum Reg Hours Worked Basis

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).

Add Leave Period End Dates

Use the fields in this group box to provide the data that Costpoint uses to automatically fill in the Leave Period table.

Leave Year to be Added

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.

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.

First End Date

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.

Last 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.

Compute Last End Date

Click this button to calculate the last end date.

Add

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.

Leave Cycle Schedule

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.

Start Date

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.

End Date

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.

Open Flag

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.

Leave Year

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.