What This Does

  • Automatically changes the fiscal year on all transactions included in the range


Best Practices

  • Incorrect Fiscal Year - If the fiscal year is incorrect on saved leave transactions, the change fiscal year process is the recommended way to correct the fiscal year
  • Usability - Transactions can be verified or unverified, but cannot be updated


Change Fiscal Year in Transactions

  • Modules → HR → Leave Management → Maintenance → Change/Set → Change Fiscal Year in Transactions
  • Standard ranging would be starting date in conjunction with fiscal year
  • If managing leave liability, and the liability was applied to the wrong year, should also range on Source 11-Manage Liability and/or Description of ANNUAL LIABILITY CALCULATION
  • NOTE: Must range carefully, since no verification report is provided
  • Once ranging has been selected, click on cog to write to database
  • No report is provided


Recommended Select and Ranging (all ranging options are not listed)


FIELDSOpt.Rec.Req.Description
Change Fiscal Year to--♦Enter the correct 4 digit fiscal year for the transactions to be changed to
Range on Personnel ID♦--Range if transactions are related to a single Personnel ID
Range on Entry Date♦--Range on the date the transactions were entered
Range on Starting Date♦--Range on starting date entered on the transaction
Range on Fiscal Year--♦Range on the fiscal year that was originally entered on the transactions
Range on Source-♦-Recommended when all transactions were from the same process (source). Range on the source used to create the transactions – Ex. If transactions were added using the Add Leave Earned in Mass process, then select 1-Leave Earned-LEAVE EARNED
Range on Description-♦-Recommended when managing leave liability which was applied to the incorrect year. Type in ANNUAL LIABILITY CALCULATION
Select When Updated False--♦Required when transactions are unprocessed (Flags have not been set on Update Leave Used / Earned)
Select When Updated True--♦Required when transactions are processed (Flags have been set on Update Leave Used / Earned)
Select When Verified False--♦Required when transactions have not been verified (Flags have not been set on the audit trail)
Select When Verified True--♦Required when transactions have been verified (Flags set on the audit trail)
Opt. = Optional  Rec. = Recommended  Req. = Required