PRINT LEAVE ACCRUAL REPORT
Use this screen to print the leave balances of each employee.
Costpoint updates the accrued leave for each leave period when you post the Leave Journal to the General Ledger (G/L). Print this report immediately after posting. As a minimum, print it after you post the Leave Journal for the payment of the last timesheets in the accounting period. You can then tie this report to the G/L accrued leave amounts at the end of the accounting period.
Because inactive employees do not appear on the report, it is important to review all accrued leave (that has a G/L liability) to ensure it is paid to employees in their final paychecks.
Location
Print Accrued Leave Reports
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 group box to define the report's effective date, leave year, leave cycle, leave type, and range of organization.
Effective Date
Option
This field displays the One option which indicates that you can only enter a single effective date.
Start
Enter, or click 
to select, the effective date of the report. The date specified in this field will not be used to select leave balances. The report will reflect each employee’s current leave balance, regardless of the date entered in this field. However, the Effective Date will be used to determine an employee’s hourly rate for the report.
Leave Year
Option
This field displays the One option which indicates that you can only enter a single leave year to include in the report.
Start
Enter the leave year for this report. The date specified here is for reference only and prints in the heading of the report. It does not affect the information on the Accrued Leave report.
Leave Cycles
Option
From the drop-down list select the range of leave cycles to include in the report. Valid options are:
Start
If you select One as you range option, enter, or click to select, the leave cycle that you want to include in the report.
Leave Types
Option
From the drop-down list select the range of leave types to include in the report. Valid options are:
Start
If you select One as you range option, enter, or click to select, the leave type that you want to include in the report.
Organization
Option
From the drop-down list, select the range of organizations that you want to include in the report. Valid options are:
-
All
-
One
-
Range
-
From Beginning
-
To End
From
If your range option is One, Range, or To End, enter, or click 
to select, the organization code with which you want to start the report.
To
If your range option is From Beginning or Range, enter, or click to select, the organization code with which you want to end the report.
Sort By
Use this group box to define the primary and secondary sort order of the report.
1st Sort
From the drop-down list, select the primary sort of the report. Valid option are:
-
Home Organization — This option sorts the report by the organization that is assigned to the leave codes on the Leave Edit table. If you select this option, you must then select either the Employee Name or Employee ID option in the 2nd Sort drop-down list. The report prints all levels of the organization.
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Employee Name — This option sorts the report by employee name.
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Employee ID — This option sorts the report by employee ID.
2nd Sort
The options that are active in drop-down list depend on your selection in the 1st Sort drop-down list.
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Employee Name — This option prints the report by employee name for employees within an organization. If you select Employee Name or Employee ID as a primary sort, Costpoint disables this option.
-
Employee ID — This option prints the report by employee ID for employees within an organization. If you select Employee ID or Employee Name as a primary sort, Costpoint disables this option.
-
None — Costpoint disables this option if you select Home Organization as your primary sort; You must select either Employee Name or Employee ID as a secondary sort. If you select Employee Name or Employee ID as a primary sort, this option automatically displays.
Options
Use this group box to print accrued leave for part-time employees and temporary employees, and to print leave lost on the report.
Include
Part-Time Employees
Select this check box to include part-time employees in this report.
Temporary Employees
Select this check box to include temporary employees in this report.
Leave Lost
Select this check box to include the information for leave lost in this report.
Deferred Leave
Select this check box to include information specific to deferred leave on this report.
Page Break
Page Break on Employee
Select this check box to insert a page break after each employee record.
on the toolbar to print the Accrued Leave Report.