What This Process Does

  • Allows a balance to be capped on a Leave ID.
  • Creates a negative earned amount to reduce the ending balance.
  • May be used to cap a balance that was missed during the Move Leave Balance.
  • In order to run this process, there cannot be unprocessed amounts on the Leave ID.


Best Practices

  • At fiscal year end, using the Move Leave Balances process is recommended instead of the Cap Leave Balances process, because the Move Leave Balance can accomplish both capping balances and moving balances forward to the new fiscal year


Requirements

  • In order to run this process all leave transactions must be processed on the Leave ID that is selected


Cap Leave Balances

HR → Leave Management → Maintenance → Change/Set → Cap Leave Balances (or HR → Leave Management → Maintenance → Year End → Cap Leave Balances)


FIELDSOpt.Rec.Req.Description
Limit Type——♦Use drop down to choose appropriate choice:
  • Current Balance with Maximum: Select when entering a maximum flat amount allowed to remain in the Leave ID
  • Percentage: Select when entering a percentage that should remain in the Leave ID (percentage of balance)
  • Custom Formula: Custom formula would need to be entered to define method of maximum allowed to remain in the Leave ID
Fiscal Year——♦Enter the effective fiscal year in which the cap leave balances transaction should be placed; if working on balances at end of fiscal year, the fiscal year should be the previous (ending) fiscal year
Maximum Flat Amount Allowed———Enter the amount that should remain in the Leave ID balance
Maximum Percentage of Leave Allowed———Enter the percentage of the balance that should remain in the Leave ID
Custom Formula to Compute Limit———If flat amount or percentage maximum fields do not apply to leave policies, enter custom formula to define method of determining maximum allowed to remain in Leave ID
Leave Description ID———Use drop down to select Leave ID in which balance needs to be capped
Opt. = Optional  Rec. = Recommended  Req. = Required


  • Range appropriately to include employees that should have the Leave ID balance capped.
  • Usually when using the Cap Leave Balance process, would range on Personnel ID.
  • Select When Sick Pay Participant True and False can be used if wanting to include or exclude those that have this flag marked as true or false in Personnel Demographics (standard would be to leave both booleans selected/marked as true).
  • Once all ranging is completed, click Select.
  • Exception browse will display; if correct, click Continue; if incorrect, click Cancel and Abort.
  • If continuing, report will display; cancel and set flags to update database.