Use this screen to establish leave codes that represent a predetermined schedule for accruing the leave types that are established on the Manage Leave Types screen (for example, vacation, sick, holiday, and other leave). This table associates the leave types with a leave code, with each leave code representing a method or predetermined schedule of accruing leave. The characteristics that apply to the leave type also apply to the leave code. Therefore, if you make any changes to the leave type characteristics, you must also apply these changes to the leave codes, within the leave table.
View or Modify Existing Leave Codes
Enter the leave code that you wish to use to further define the method or predetermined schedule for accruing leave. You can establish several leave codes for each leave type. The code is a six-character alphanumeric, user-defined field. Be sure to assign the leave code to the appropriate leave type, because the characteristics of the leave type also apply to the leave code (for example, leave period ceiling). This is a required field.
Enter a description to associate with the leave code in this field.
Enter, or click 
to select, the leave type that is assigned to this leave cycle. This field loads from the Manage Leave Types screen.
Enter, or click to select, the leave code for paying out excess leave balances.
Select this check box to include negative balances in the leave year carryover. If this check box is not selected, the negative balances are brought to zero.
Use the options in this group box to determine the basis for calculating the number of days to defer employee leave accruals.
Select this option if the starting basis for calculating the number of days to defer is the employee's Current Hire date on the Manage Employee Information screen.
Select this option if the starting basis for calculating the number of days to defer is the employee's Leave Hire Date on the Manage Employee Leave screen.
Enter the number of days to defer the availability (usage) of leave by an employee in this four-digit numeric field. This deferral applies even though the employee is accruing credit for leave earned, based on the employee's leave-hire date or hire date.
For example, company policy may allow leave to accrue from an employee's hire date, but may require a 90-day waiting period from the hire date before an employee can begin to use the accrued leave.
Use this section to designate a certain number of hours worked by employees as a leave hours basis.
Enter, or click to select, the leave modifier code for leave accruals based on hours. The options in this field load from the Configure Leave Modify Codes application. The leave modifier rules apply the leave table when you execute the Compute Leave Accruals screen. The Leave Modifier code is only required for the Leave Table when the leave accrual is based on hours.
Select this check box to enable the Eligible Labor Locations subtask, which allows you to select specific Labor Locations to include in the leave basis.
Use this table to set up leave information for this leave code. After you enter all leave code information, click 
on the toolbar. Costpoint sorts the entries by the Months of Service field. At least one row of information is required. You can use as many rows as necessary.
Enter the number of months of completed service required to be eligible for this line. This column determines which line of the table is applicable to an employee. After an employee completes the designated months of service, the employee's leave accrual rate changes beginning with the leave period that contains the employee's anniversary date (the anniversary date calculation depends upon which selection you made in the Months of Service Calculation group box on the Configure Leave Settings screen—Leave Period Start Date or Leave Period End Date). For example, if you enter 012 in this field, the employee accrues the leave rate after completing 12 months of service. The table below shows the possible period when the new accrual rate takes effect.
|
Hire Date |
Method |
One Year |
Leave Period |
Effective Period |
|
02/01/94 |
Start |
02/01/95 |
02/01/95 – 02/14/95 |
02/01/95 – 02/14/95 |
|
02/02/94 |
Start |
02/02/95 |
02/01/95 – 02/14/95 |
02/15/95 – 02/28/95 |
Notice, in the example, that if the months-of-completed-service anniversary date coincides exactly with the pay period start date, the employee receives the new accrual rate. However, if the anniversary date is after the start date, the new rate does not become effective until the next pay period.
When you select Leave Period Start Date in the Months of Service Calculation group box on the Configure Leave Settings screen, the start dates for semi-monthly payroll periods are the 1st and the 16th of the month.
From the drop-down list, select one of the following methods to calculate leave accruals:
A-Annually on Hire Date — This is a block grant type of leave accrual, which repeats annually based upon the number of months since the employee's leave hire date (or hire date if the Leave Hire Date on the Manage Employee Leave screen is blank). The block grant is effective for the leave period in which the anniversary of the employee's leave hire date (or hire date if the Leave Hire Date onthe Manage Employee Leave screen is blank) falls.
B-One-Time on Hire Date — This is a block grant type of leave accrual, which occurs one-time only based upon the number of months since the employee's leave hire date (or hire date if the Leave Hire Date on the Manage Employee Leave screen is blank).
C-Annually on Block Grant Date — This is a block grant type of leave accrual, which repeats annually based upon the number of months of service since the hire date or (MM/DD). The block grant is effective for the leave period in which this block grant date falls. If the block grant date falls within the current leave period, it is effective for the current leave period.
D-One-Time on Block Grant Date — This is a block grant type of leave accrual, which occurs one-time only based upon the number of months of service since the hire date or leave hire date, and the date specified in the One-Time (D) Block Grant Date column. This method follows the logic of the C method, except it is effective as a one-time only type of block grant.
E-Annually on Hire Date (Posted Hours) — When Costpoint computes leave, if the employee's anniversary month/day falls within the leave period being computed and the leave type assigned to the employee has this compute method, Costpoint multiplies the employee's total hours worked within the anniversary year by the accrual rate to determine the leave period accrual.
H-Regular Hours — This method calculates the leave accrued by the number of regular hours worked in the period multiplied by the accrual rate. Overtime hours are not used. The appropriate rate to use depends on the number of months since the leave hire date or the hire date (if leave hire date is zero).
P-Leave Period — This method calculates the leave accrued by the accrual rate specified for the leave period. Like the H method, the appropriate rate to use depends on the number of months of service.
U-Units of Hours Worked — This method calculates the leave accrued based on the number of employee's hours worked.
Enter the amount of the employee's hours worked as the basis of the accrual. You can only use this field when you select U (Unit of Hours) as the compute method.
Enter the reference date when a block of leave is to be distributed to all employees covered under this subtype schedule. This column is for compute method C (MM/DD).
Enter the reference date on which a block of leave is to be distributed to all employees covered under this subtype schedule. This column is for Compute Method D (MM/DD/YYYY).
Enter the rate or amount, in hours, at which an employee accrues leave, based on the Compute Method selected. If you select H in the Compute Method column, Costpoint multiplies the rate entered here by the timesheet regular hours or the Maximum Reg Hours Worked Basis field value (on the Leave Periods screen), whichever is less, to arrive at the leave period accrual rate. For example, if leave is accrued weekly and the maximum amount that can be accrued per leave period is 1.54, enter .0385 in this field. The employee accrues .0385 hours of leave for each regular hour worked, up to the maximum of 1.54 hours (.0385 * 40 Maximum Reg Hours Worked). Any hours over the 40 standard leave hours are not used in the leave accrual calculation. If the Compute Method is P, the amount entered here is the accrual rate per leave period.
State the rate or amount in hours, even if you are tracking by monetary amount.
If you select the Leave Period option from the Ceiling Method drop-down list on the Manage Leave Types screen, enter the maximum amount of unused leave an employee can carry over to the next leave period during the year. For example, if the ceiling method for vacation is Leave Period, Costpoint uses this ceiling. If you are tracking by hours, enter hours in this field. Likewise, if you are tracking by monetary amount, enter a dollar ceiling.
Enter the maximum amount of unused leave an employee can carry over to the next leave year. The Close Leave Year screen uses this amount when closing the leave year, regardless of the Leave Period Ceiling. However, if you set the ceiling method to Leave Period on the Leave Types screen, the Year Ceiling must not exceed the Leave Period Ceiling. If you are tracking by hours, enter hours in this field. If you are tracking by monetary amount, enter a dollar ceiling.
Carryover ceilings only applies to methods H and P; and block grants A and C only. However, Costpoint adds any ceilings entered for methods A and C to a P or H ceiling for the affected employee (and to the other A or C ceiling, respectively, if applicable). A and C ceilings do not track separately; Costpoint adds the A and C ceilings only to P or H ceilings.
Therefore, it is best to code the carryover ceiling as "zero" if you already coded a carry-over ceiling to a method P or H. If you do not have a method P or H, a carryover ceiling for a method A or C is appropriate.
|
Subtask |
Description |
|
Eligible Labor Locations |
Select this button to open the Eligible Labor Locations subtask for the current record. You can only access the Eligible Labor Locations subtask if you select the Base Hours Worked on Eligible Labor Locations check box. |
on the toolbar.
on the toolbar. The Identification form displays.
to display existing leave codes.