What This Process Does

  • This process is specific to customers that use RDA's Employee Self Serve (ESS).
  • Updates Earned, Used and Balance information in ESS; it does in ESS what Update Leave Used/Earned does in OpenRDA.
  • Run this process after running Update Leave Used/Earned.


Best Practices

  • Flag Current Fiscal Year Transactions Only; if you do not range on current fiscal year transactions, you will tie up your workstation for hours.


Update OpenSS Leave Management Data

  1. HR → Leave Management → Task Bar → Update Open Self Serve Leave
  2. Under normal circumstances, this process should be run without ranging, in order to update all Earned, Used and Balances; however, range criteria are available in the event that you want to update leave for specific employees or specific Leave IDs.
  3. Click the Select button (cog).
  4. The system will search for records to update, and upload them automatically; no report will generate, and flags do not have to be set.
  5. A No Records error may indicate inaccurate range criteria, or that there are no records needing to be updated in ESS.


FIELDSOpt.Rec.Req.Description
Current Fiscal Year Transactions–♦—It is strongly recommended that this be flagged; otherwise, the system will look at transactions from all fiscal years, which will cause the process to tie up your workstation for hours
Personnel Class♦—–Use this range criteria if you want to update leave in ESS for a specific Personnel Class
Leave Type♦—–Use this range criteria if you want to update leave in ESS for a specific Leave Type
Leave ID♦——Use this range criteria if you want to update leave in ESS for a specific Leave ID
Personnel ID♦—–Use this range criteria if you want to update leave in ESS for an individual employee, by ranging on Personnel ID
Job Number♦—–Use this range criteria if you want to update leave in ESS for a specific Job Number
Leave Action False♦——Flag if you want to include Leave Descriptions flagged as Active
Leave Action True♦—–Flag if you want to include Leave Descriptions not flagged as Active
Opt. = Optional  Rec. = Recommended  Req. = Required