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


Contents

  • 1 What This Does
  • 2 Best Practice
  • 3 Requirement
  • 4 Set Beginning Balance Process



What This Does


  • A beginning balance will be set for the Leave Description ID chosen on Set Beginning Balance
  • The beginning balance can be seen when viewing the Leave Master and Leave Job Master
  • This process does not create transactions, but does produce an audit report


Best Practice


  • Leave Tracking - The Set Beginning Balance process is useful when implementing the tracking of Leave in the software and/or starting a group of employees on a new Leave Description ID; allows setting balances on a group of employees at one time


Requirement


  • Active - Leave Master and Leave Job must be active for the specific Leave Description ID that is being selected.


Set Beginning Balance Process


  • Modules → HR → Leave Management → Maintenance → Change/Set → Set Beginning Balance
  • Choose the appropriate Leave Description ID
  • Choose sort by Personnel ID, Name or Social Security Number
  • Choose a Range if applicable – Personnel ID, Pay Group, Gross ID or Personnel Class are just suggestions, but not required if wanting to include all employees
  • Recommend to choose Select when Active Job True and unselect Select when Active Job is False
  • Click on Select, then select each employee in the browse list and add the beginning balance in the New Beginning Balance field and click Save
  • Once all employees have been selected and Beginning Balance entered, select Continue
  • View and/or print the audit report, then cancel report
  • If correct, set flags to update database or cancel if not correct