What This Does
- This report can be used to zero out all, or some, amounts in the leave masters and leave job masters for a specific employee
- Provides a method for removal of unprocessed amounts when all transactions have been verified and updated, yet amounts remain in the unprocessed category. (Unprocessed amounts must be cleared out before any move leave process can occur.)
- Provides a method to zero out the leave master and leave job when balances/amounts should not have been added and/or for terminated employees
- RANGE CAREFULLY, because no verification report is provided.
Best Practices
- Normal Procedure - Use of this process, is not considered to be a normal procedure.
- Stuck Amounts - This report is most used when amounts get stuck in the unprocessed category as a result of an error in procedures; it could also be used to clear balances for non-current employees.
- Query - Before zeroing/clearing unprocessed amounts, always query for leave transactions where updated is false; these transactions should be verified and updated prior to running this report.
- Ranging - RANGE CAREFULLY, always ranging on Personnel ID, because no verification report is provided.
Zero Leave Balances
Modules → HR → Leave Management → Maintenance → Change/Set → Zero Leave Balances
| FIELDS | Opt. | Rec. | Req. | Description |
| Zero Beginning Balances | - | - | ♦ | Select Boolean if Beginning Balance should be zeroed out |
| Zero Outside Organization | - | - | ♦ | Select Boolean if Outside Organization amount should be zeroed out |
| Zero Processed Earned | - | - | ♦ | Select Boolean if Processed Earned should be zeroed out |
| Zero Processed Used | - | - | ♦ | Select Boolean if Processed Used should be zeroed out |
| Zero Unprocessed Earned | - | - | ♦ | Select Boolean if Unprocessed Earned should be zeroed out |
| Zero Unprocessed Used | - | - | ♦ | Select Boolean if Unprocessed Used should be zeroed out |
| Opt. = Optional Rec. = Recommended Req. = Required | ||||
Range Criteria
RANGE CAREFULLY; NO VERIFICATION REPORT IS GENERATED
| FIELDS | Opt. | Rec. | Req. | Description |
| Personnel ID | - | - | ♦ | Select Boolean to range on Personnel ID (In most cases, will always range on Personnel ID) |
| Leave ID | - | - | ♦ | Select Boolean to range on Leave ID |
| Select When Current Employee False | ♦ | - | - | Select Boolean to include non current employees in the range |
| Select When Current Employee True | - | - | ♦ | Select Boolean to include current employees in the range |
| Opt. = Optional Rec. = Recommended Req. = Required | ||||
Note: If you do not see your desired results, run the Sync Leave Masters
Note: If Leave Jobs are inactivate, run the Inactivate Account Masters, Then run Zero Leave Balance to see if you get your expected results.