CREATE LEAVE PAYOUT TIMESHEETS
Use this screen to generate a type L-payout timesheet for payout of leave balances for employees who terminated within the selected leave cycle and for whom no type L-payout timesheets exist. This type L-payout timesheet is similar to a type R (Regular) timesheet, and payout is included in the employee's next paycheck that corresponds with the employee's timesheet date.
Costpoint processes the type L-payout timesheets according to the leave period assignment and termination date found on the Manage Employee Information screen. The leave type defines the proper accrual or expense and project account, if applicable, for the timesheet as outlined on the Configure Leave Types screen. If you selected the Eligible for Leave Payout Upon Termination check box (and the Payout Pay Type field is populated) on the Manage Leave Types screen, the employee(s) who are assigned this leave type are eligible for leave payout processing in accordance with the settings in this screen. You can select the appropriate pay type for each leave type indicated. The leave cycle end date that you select cannot exist on the View Leave History screen with a LVA Journal code.
You can compute and report multi-state withholding taxes, based on the regulations specific to each state.
Use this screen after entering all current termination data on the Manage Employee Information screen and before computing payroll.
To create a leave payout timesheet, complete the following steps:
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On the Configure Leave Settings screen, use the Leave Payout: Final Accrual Validation Type group box to tell Costpoint what do if an employee's final leave accrual has not been computed or posted:
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Require Final Leave Period Accrual — If you select this option, the Create Leave Payout Timesheets applications generates an error message when you attempt to pay out a leave balance for an employee/leave type where the final leave accrual has not been computed or posted for that employee/leave type combination. You cannot proceed with leave payout if the final leave accrual has not been computed or posted.
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Warn if Final Leave Period Accrual Not Computed — If you select this option, the Create Leave Payout Timesheets application generates a warning message when you attempt to pay out a leave balance for an employee/leave type where the final leave accrual has not been computed or posted for that employee/leave type combination. You have the option of continuing with the processing or discontinuing the process so that you can rectify the missing accrual.
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No Validation — If you select this option, the Create Leave Payout Timesheets application generates no warning or error message when you attempt to pay out a leave balance for an employee/leave type where the final leave accrual has not been computed or posted for that employee/leave type combination. You can select this option if you do not process accruals for a terminated employee's final leave period.
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On the Configure Leave Types screen, create a leave type for leave payout. In the Leave Payout Options group box, select the Eligible for Leave Payout Upon Termination check box and fill out the Payout Pay Type field.
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On the Employee Info tab of the Manage Employee Information screen, enter the employee's date of termination.
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Execute the Compute Leave Accruals application for the terminated employee. Review the Compute Leave Accruals report. If necessary, use the Manage Leave Edit Table screen to edit the leave accruals.
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Execute the Post Leave Accruals screen to post the leave-related accruals to the General Ledger (GL).
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On the Create Leave Payout Timesheets screen, specify the selection parameters for the L-payout timesheet and run the application process.
Location
Identification
Use the fields in this block to create a new parameter ID or to retrieve
a previously saved parameter ID. A parameter ID represents a set of screen
selection parameters. After you have saved a parameter ID and its related
parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes
more efficiently and with greater consistency. The saved parameters are
also useful and necessary when you want to run the process as part of
a batch job. Many users save a unique set of parameters for each different
way they run a report or process. When you select a previously saved parameter
ID or parameter description, the associated saved screen selection parameters
automatically display as selection defaults. The page setup and print
options are also included in the saved parameter ID if there are any.
You can change any of the associated selection defaults as necessary.
Parameter ID
Enter, or click 
to select, a parameter
ID of up to 15 alphanumeric characters. Choose characters for your parameter
ID that help identify the type of selections you made in the screen, such
as PERIOD or QUARTERLY.
When you save your record, all the selections made in the screen are
stored with the parameter ID. Later, you can retrieve the parameter using
Query.
You can use the parameter to run the process more efficiently because
you can select the parameter ID with its previously defined screen selections.
After the default selections display in the screen, you can override the
defaults.
Description
Enter, or click to select, a parameter
description of up to 30 alphanumeric characters.
Selection Ranges
Use this block to enter information regarding leave and timesheet cycles to which you want to add type L-payout timesheets.
Employee
Use these fields to select employees for leave payout processing.
Option
From the drop-down list, select the range of employee IDs to include for timesheet processing. Valid options are:
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All — Select this option to include all employees IDs in the process.
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One — Select this option to include only one employee ID in the process. Enter the employee ID in the Start field.
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Range — Select this option to include a range of employees IDs in the process. This range begins with the employee ID in the Start field and ends with the employee id in the End field.
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From Beginning — Select this option to include the first employee ID up to the employee ID in the End field.
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To End — Select this option to include the employee ID in the Start field up to the last employee ID.
Start
Enter, or click 
to select, the starting employee ID for the range you want to include. If you select All or From Beginning in the Option field, this field is disabled.
End
Enter, or click to select, the ending employee ID for the range you want to include. If you select All, One, or To End in the Option field, this field is disabled.
Non-Contiguous Ranges
Select this check box if you want to process a series of non-contiguous employee IDs. Selecting this check box enables the Employee Non-Contiguous Ranges subtask.
Use the Employee Non-Contiguous Ranges subtask to generate a contiguous selection.
Leave Cycle
Option
This field always displays One.
Start
Enter, or click to select, the leave cycle for which leave payout timesheets are created.
Dates
Option
This field always displays Range.
Start
Enter, or click 
to select, the earliest termination date to be processed. Any employees who have a termination date that is later than or the same as this date and earlier than or the same as the End date are selected for processing.
End
Enter, or click to select, the latest termination date to be processed. Any employees who have a termination date that is earlier than or the same as this date and later than or the same as the Start date are selected for processing.
Options
Select by
Use this group box to select employee IDs or a specific leave cycle for processing.
Employee
Select this option to select specific employees for processing. When you select this option, the Non-Contiguous check box and the Option drop-down list are enabled in the Employees fields, whereas the Leave Cycle fields are cleared and disabled.
Leave Cycle
Select this option to select a specific leave cycle for processing. When you initialize the screen, this option is the default selection. When you select this option, the Leave Cycle fields are enabled, and the Employee fields are cleared and disabled.
Leave Balance Option
From the drop-down list, select the leave types to process. Valid options are:
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Balance less than zero — Select this option to process only those with balances that are less than zero.
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Balance greater than zero — Select this option to process only those with balances that are greater than zero.
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All Balances — Select this option to process all balances that are not equal to zero, including both negative and positive leave balances.
Process
Leave Payout for Termination
Select this option to create a leave payout timesheet for terminated employees with unused leave balances.
Leave Payout for Ceiling
Select this option to create a leave payout timesheet for employees with a ceiling excess payable balance.
Generate
Timesheet Date
Enter, or click to select, the L-payout timesheet date.
Accounting Period
Fiscal Year
Select the fiscal year for the L-payout timesheet.
Period
Select the period for the L-payout timesheet.
Subperiod
Select the subperiod for the L-payout timesheet.
Create
If you click 
after having printed the report as part of this session (this button becomes available after printing), you will receive a message asking if you really intend to create. If you click OK, the create process proceeds. When you first enter this screen, this button is unavailable.
Print/Create
You can click 
when you first enter this screen. You receive a message asking if you really intend to create. If you click OK, the report prints, and the create process follows immediately.
Subtasks
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Subtask
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Description
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Employee Non-Contiguous Ranges
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Click this link to open the Employee Non-Contiguous Ranges subtask and apply a non-contiguous range of employee IDs. Use this subtask after selecting the Non-Contiguous check box.
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