What This Does
- These processes move Leave from one Leave Job Master to another
- Enables the user to move one Leave ID to a new job or all Leave IDs to a new job
Requirements
- Primary Job Change - When an employee's primary job with Leave Allowed is changed, the leave must be moved from the original job number to the new job number; this creates Leave Job Masters for the new job and inactivates the old Leave Job Masters, moving the leave balances to the new job
- IMPORTANT -
- Updated Transactions - All leave transactions associated with the current job must be updated before running these processes
- Leave Allowed - Employee's new Job Master must have Leave Allowed set to True
- Previous Job and Leave Job - Previous job and leave job must be active to move from one job to another
Move Leave from One Job to Another
Modules → HR → Leave Management → Maintenance → Change/Set → Move Leave from One Job to Another
- After all fields are completed click on select and a device window will produce
- View report and/or print and then cancel report and set flags to update database or cancel if incorrect
- After this process is run, the original/old Leave Job Master will be marked as inactive
FIELDS | Opt. | Rec. | Req. | Description |
Personnel ID | - | - | ♦ | Type in the Personnel ID |
Fiscal Year | - | - | ♦ | Type in appropriate fiscal year |
Current Leave Job Number | - | - | ♦ | Type in current leave job number |
New Job Number | - | - | ♦ | Type in new leave job number |
Range on Leave Description ID | - | - | ♦ | Recommendation is to move all leave IDs to the same leave job, so this boolean would not be selected; however ranging on a specific leave ID is available |
Opt. = Optional Rec. = Recommended Req. = Required |
Change Jobs - Job Number by Leave ID
Modules → HR → Leave Management → Personnel Demographics
- Select employee with new job. At bottom of Personnel Demographics screen, select Leave → Leave Records
- Then select View All Leave Jobs and Highlight the leave id you want to change
- Select Change Jobs → Job Number by Leave ID
- Enter the new job number for the Leave ID and Fiscal Year and hit the tab key
- Click on Select and verify audit report and click cancel
- Set flags to update database or cancel if incorrect
- After this process is run, the original/old leave job master will be marked as inactive
Change Jobs - Job Numbers in Mass
Modules → HR → Leave Management → Personnel Demographics
- Select employee with new job. At bottom of Personnel Demographics screen, select Leave → Leave Records
- Then select View All Leave Jobs
- Select Change Jobs → Job Numbers in Mass
- Enter the new job number for the Leave ID and Fiscal Year and hit the tab key
- Click on Select and verify audit report and click cancel
- Set flags to update database or cancel if incorrect
- After this process is run, the original/old leave job master will be marked as inactive