Main Page → Leave Management → Documentation → Maintenance → Add Beginning Balance


Contents

 
  • 1 What This Process Does
  • 2 Best Practices
  • 3 Add Beginning Balance



What This Process Does


  • Adds/Replaces beginning balance on the Leave Master and Leave Job Master


Best Practices


  • Automatic Updates - When using this process, keep in mind that there is no audit trail provided nor transactions created; Automatically updates database.
  • Overwrites - If errors are made, the process can be run again which will replace what was entered before.


Add Beginning Balance


  • HR → Leave Management → Maintenance → Change/Set → Add Beginning Balance
  • Add Beginning Balance is used when a beginning balance needs to be updated for a single employee
  • Leave Master and Leave Job must be active for the specific Leave Description ID that is being selected
  • New Leave Master record can be added from this screen (although this is not the recommended method for adding a new Leave ID to an employee)
  • Select Save when all fields have been completed
  • Entries will appear at the top of the screen for verification and beginning balance is updated immediately


FIELDSOpt.Rec.Req.Description
Personnel ID--♦Browse for Personnel ID and Leave ID
Leave Description ID--♦Will populate from the Personnel ID and Leave ID selected
Job Number--♦Browse and select the leave job
FTE--♦Will populate from the leave job
Current Beginning Balance--♦Will populate from the Leave Master
New Beginning Balance--♦Type in the new beginning balance
Current Outside Amount♦--Will populate from the Leave Master
New Outside Organization Amount♦--If adding an amount to this field, it adds to a separate field on the Leave Master. However, once a Move Leave Balances process is done, the amounts will combine in a new Beginning Balance. Recommend adding leave earned if wanting to create a transaction to track adding an outside organization amount
Create New Leave Master Record♦--If this boolean is selected, the Leave Description ID field will be grayed out – The purpose is to add a new Leave Master and Leave Job that doesn't already exist for the Personnel ID selected (recommend using Build Leave by Leave ID instead)
New Leave Description--♦Browse for the new Leave Description that should be added
New Beginning Balance♦--If applicable type in a new beginning balance
New Outside Organization Amount♦--If adding an amount to this field, it adds to a separate field on the Leave Master. However, once a Move Leave Balances process is done, the amounts will combine in a new Beginning Balance. Recommend adding leave earned if wanting to create a transaction to track adding an outside organization amount
Opt. = Optional  Rec. = Recommended  Req. = Required