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

  • HR → Leave Management → Maintenance → Change/Set → Re-establish Unprocessed Amounts --or-- HR → Leave Management → Maintenance → Year End → Re-establish Unprocessed Leave Amounts
  • Can range on Personnel ID and Leave Description ID if re-establishing for one employee and one Leave ID.
  • If running at year end, recommend running without ranges, to ensure that all unprocessed amounts (which did not cl
  • HR → Leave Management → Query → Leave Transactions; can also be accessed from: Maintenance → Year End → Query Leave Transactions
  • 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.
  • Recommended options on Select Tab:
    • 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.
  • Once all ranging is selected, click Select to run the Query.
  • Transactions will display in the Browse Window.
  • If Ranging needs to be changed, user can click on the Search Binoculars at the top of the Browse Window to make changes.
  • To return to the Year End Menu Solution, please click here


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