to select, the G/L expense account against which to charge the leave expense. This account is validated against the Chart of Accounts.Use this screen to define and set up the controls for handling the different types of leave. A leave type is a major classification for tracking leave. For example, Vacation is a leave type. You can have several vacation leave accrual schedules, all of which tie to one leave type—Vacation. Use this screen to control the method for leave ceilings and for tracking leave (by hours or monetary amount); to specify the accrual and expense accounts for recording leave in the General Ledger (G/L); and to describe the leave type code.
Enter alphanumeric characters to define the leave type code. You can associate leave types with a leave code on the Configure Leave Codes screen.
Enter a description to associate with this leave type code.
Enter a short description of the leave type code.
Select this check box to indicate that this is a holiday leave type. If you select the Use as Excess Leave Payout Leave Type check box in the Leave Payout Options group box, Costpoint disables this check box.
If you prorate salaried employees, you must have a separate leave type for holidays to ensure that the prorate calculation is performed accurately.
Select this check box to indicate that this leave type is exclusively for Family and Medical Leave Act (FMLA) leave tracking usage. If you select this check box, the Related FMLA Leave Type field becomes available.
Timesheet line types determine the tracking of normal leave usage, FMLA leave, or both. There are three different timesheet line types:
A — This timesheet line has hours and monetary amount, or only monetary amount, and tracks normal leave usage.
L — This is an hours-only timesheet line that records FMLA leave or leave without pay.
B — This timesheet line is a combination of the A and the L types. There are hours and monetary amount and it tracks both FMLA leave and normal leave usage.
Select this check box if the leave type is used to track payable excess leave balances.
Select this check box to include this leave type when employee leave balances are exported to Shop Floor Time.
Enter, or click to select, the G/L expense account against which to charge the leave expense. This account is validated against the Chart of Accounts.
Enter, or click to select, the project associated with this expense account, if applicable. This is validated against the project, organization, or account.
Enter, or click to select, the G/L accrual account against which to charge the leave accrual. When taking leave, charge it to this accrual account on the timesheet line. This account is validated against the Chart of Accounts. Only fill this field if you are expensing leave when accrued.
Enter, or click to select, the project associated with this accrual account, if applicable. This is validated against the project, organization, or account.
Use the fields in this group box to select the method for tracking leave.
Select this option to record leave accrued and leave used by hours. This is the most common way of tracking leave. This method uses hours for the accruals and for leave used. The system converts leave balances to monetary amount by multiplying the number of hours by the employee's rate of pay on the Manage Employee Salary Information screen.
Select this option to record leave accrued and leave used by monetary amount. This method accrues leave by monetary amount and leave used is charged by monetary amount. The value of leave accrued is stored in monetary amount at the rate at which it is earned. The same occurs for the usage of leave; it is recorded in monetary amount at the rate in effect at the time the leave is used.
From the drop-down list, select a sort value (1 through 8) for the leave type. This determines the order in which the leave type information prints on leave statements, paychecks, and payment advice. Only leave types with sort values 1 though 4 are included on paychecks and payment advices. Leave types with sort values 1 through 8 are included on statements.
Enter, or click to select, the leave type that you have designated as FMLA leave. If there is a timesheet line type of either L or B, the leave taken is included in tracking the FMLA leave type stated here. You can only select this field if you select the Use as FMLA Leave Type check box.
For example, an employee has approval for FMLA leave. This employee has vacation hours that he can apply toward his FMLA leave, and he will receive pay for these hours. This field, in conjunction with the timesheet line type of B, allows Costpoint to credit the employee's vacation leave balance and credit these hours toward the FMLA Leave Type, allowing a tracking of available hours.
From the drop-down list, select one of the following options to determine the leave ceilings.
Leave Period — Select this option to use the method of controlling the leave accruals/balances ceilings by leave period. This method compares the leave balance of each employee against the leave period ceiling established on the Configure Leave Codes screen. Accruals for any leave period are allowed only up to the leave period ceiling.
Year — Select this option to use the method of controlling leave accruals/balances ceilings by leave year. This method compares the leave balance of each employee against the leave year ceiling at leave year-end. This method affects the employees' leave balances only when you close the leave year. It does not affect leave accruals during the year. Employee's leave balances may go above the ceiling at any time during the year, but when you close the leave year, the carryover limit of leave balances is the leave year ceiling amount. You specify the leave year ceilings on the Configure Leave Codes screen.
Lost Leave Tracking — Select this option to use the method of comparing the leave balance of each employee against the leave period ceiling. Accruals for any leave period are allowed only up to the leave period ceiling. The Leave Lost field stores any amounts accrued over the ceiling and "lost" to the employee.
No Ceiling — Select this method to specify the use of no-leave ceilings.
Use the options in this group box to specify whether to use the Leave Year option, the Anniversary Year option, or neither of the two. You can also specify the Leave Balance Floor value.
Select this check box to specify the leave year option.
Select this check box to specify the anniversary year option.
Select this check box if neither the leave year nor anniversary year is an option.
Select this check box if the leave balances in excess of the leave or anniversary year are paid to employee. You cannot use this check box if you select the Use as Excess Leave Payout Leave Type check box.
Select this check box to include the leave type when creating leave payout timesheets for terminated employees.
Enter, or click to select, the leave type to which the anniversary or leave year ceiling excess is transferred.
Enter, or click to select, the pay type to be used for payment of excess leave or unused leave upon termination. This field becomes active only if you select the Pay balance upon termination check box.
Enter the leave balance floor in monetary amount or hours. You cannot use this field you select the Use as Excess Leave Payout Leave Type check box.
The data you enter here represents the maximum total of negative leave that is allowed. For example, you might enter -40.00 if the employer allows its employees to have a deficit of –40 hours. If the employer does not allow negative leave balances, Enter 0 in this field.
Costpoint uses your entry to determine whether the employee can enter a leave account on the timesheet after the employee has reached this amount.
If the available leave, less the entered amount, is below the leave balance floor entered in this field, the timesheet's validation may trigger a warning or error message depending on your selection of options in the Floor Edit Method group box.
Use the options in this group box to establish how leave entries are validated when this leave type's leave accrual account is entered on the employee's timesheet and when the available leave, less the entered amount, is below the leave balance floor.
Select this option to determine that there is no validation of the leave balance floor. If the available leave less the leave entry is below the leave balance floor amount, Costpoint accepts the entry without displaying any message or warning that the entered amount is below the leave balance floor.
Select this option to control the leave balance floor validation by having Costpoint display a warning message before accepting the entry. If the available leave, less the leave entry, is below the leave balance floor amount, the entry is accepted after you acknowledge a warning message that the entered amount is below the leave balance floor.
Select this option to control the leave balance floor validation by having Costpoint display an error message and not allowing the timesheet entry to be accepted. If the available leave, less the leave entry, is below the leave balance floor amount entered above, the entry is not accepted.