Add Leave Earned in Mass : RDA Systems Inc

What This Does

This allows the user to add leave earned to a group of employees for a specific Leave ID in mass as opposed to adding each individually
Allows the user to view the list prior to saving the transactions and enables the user to make edits if necessary

It's recommended to use Add Leave Earned in Mass for an easier and more efficient way of adding leave earned
When adding Leave Earned at the start of a Fiscal Year, it is recommended that all transactions from the previous Fiscal Year have been processed, balances moved and Leave Liability reports and/or processes be run prior to performing the the Add Leave Earned process
Run the Leave Job Summary report to confirm processed and unprocessed amounts by going to HR → Leave Management → Reports → Leave Job Summary

Modules → HR → Leave Management → Earned Tab → Add Leave Earned in Mass
To be selected, employees must have both an active leave job master and leave master
The payroll job must be active and leave allowed must be true
Current Employee must be true in Personnel Demographics
The Leave Description selected must be active
Earned Amounts come from the Leave Description ID Earned Rate on the Leave Earned Tab
This process is usually done at the beginning of the Leave year, but can be run at any frequency

FIELDS	Opt.	Rec.	Req.	Description
Sort Employee By	_	_	♦	Choices of sort are Personnel ID, Name, and SS Number
Select Zero Earned Amounts for Exceptions	♦	_	_	If boolean is set to True, employee leave jobs will be selected even if there is no earned rate on the Leave Description – Otherwise if set to False, leave jobs will only be selected if there is an earned rate on the Leave Description
Enter a 10-digit Leave Earned Date	_	_	♦	A 10 digit date must be entered to show the date the leave is earned on the transaction– Format is MM/DD/YYYY
Fiscal Year	_	_	♦	Enter the Fiscal Year for the Leave Earned
User Defined Description	♦	_	_	Enter Description for Leave Earned if desired, otherwise system generated description will be created
Valid Leave Description ID	_	_	♦	Use Drop Down to select the Leave ID for which leave earned is being added
Pay ID	_	_	♦	Pay ID is only used with a custom setup to add earned associated with a Pay ID (not applicable for most customers)
Calendar Names	♦	_	_	Associated with custom setup - Refers to a calendar table located in Payroll- Edit Matrix
Opt. = Optional Rec. = Recommended Req. = Required

Important: Use ranging to add earned amounts to only the employees that should receive it; however, if all employees with the selected Leave ID should get their earned amount, there is not any need to range.
Recommended range options are Personnel ID, Pay Group, and Personnel Class
Choose a range option that will include the employees that should receive the earned amount
Select when completed, and an exception report will produce; if some employee's should get a different amount than the default, select their record and change the Leave Earned amount
If the employee's listed are not correct, can cancel and abort
If only a few employees on the list should not get the Leave Earned amount, their record can be selected and skipped by turning on the Skip this Record flag
Once the list is reviewed and correct, select Continue and a text browser screen will appear with a message
Cancel the text browser and set flags to proceed, or, can quit and all transactions will cancel
After setting flags on the text message, the Leave Earned Audit Trail will appear
Review, then if correct set flags to verify the transactions; if you do not set flags, the transactions have still been created, but exist in an unverified status
If transactions are not verified, they can be edited and/or deleted
To verify, select the Earned Audit Trail from the Earned tab