What This Does

  • Provides a means to locate, view and edit leave transactions as necessary.
  • Can be run to identify transactions by their status, to determine which have not been verified, and/or updated.
  • A range can be run on just one type of transaction, either Earned or Used.
  • Can be used to make edits to transactions that have not yet been verified.

Best Practices

  • Leave Transactions that are associated with substitute work transactions and employee absentee transactions should not be edited or deleted without updating all transactions.

Query Leave Transactions

  1. HR → Leave Management → Query → Leave Transactions; can also be accessed from: Maintenance → Year End → Query Leave Transactions
  2. Recommended ranging options on Range Tab:
    • Leave Description ID.
    • Personnel ID, if searching for transactions for one employee.
    • Fiscal Year, if searching for transactions for a particular fiscal year.
    • Entry Date, if searching for a group of transactions entered on specific dates.
    • Source User, if searching for transactions that were entered by a specific user.
  3. SelectTab:
    • Boolean selection allows users to query on the status of transactions or leave dock information.
    • Select booleans that read True if searching for transactions that have been verified, updated, leave dock computed and leave dock completed.
    • Select booleans that read False if searching for transactions that have not been verified, updated, leave dock computed or leave dock completed.
    • Example: If searching for transactions that have been verified, but not updated, check boolean for Select When Verified True, and uncheck Select When Verified False; also, check boolean for Select When Updated False, and uncheck Select When Updated True.
  4. Once all ranging is selected, click Select to run the query.
  5. Transactions will display in the browse window.
  6. If ranging needs to be changed, user can click on the search binocularsat the top of the browse window to make changes.
    • To return to the Year End Menu Solution, please click here