Main Page → Leave Management → Documentation → Maintenance → Sync Leave Sums with Leave Transactions


Contents

 
  • 1 What This Does
  • 2 Best Practices
  • 3 Sync Leave Sums with Leave Transactions



What This Does


  • Click Select, and an audit report will produce with all earned and used transactions used to sync the balances; if the report is correct, set flags. Otherwise cancel out to abort the process.
  • Once flags are set, both the Leave Master and Leave Job Master will sync to the total transactions


Best Practices


  • Updated Amounts - When using any process in the Change/Set section of the Leave Module, verifying that all unprocessed amounts are updated before beginning any change process is the best practice
  • Most Accurate - If balances between the Leave Masters and the Leave Job Masters get out of sync where the balances are different and/or incorrect, syncing the balances to the transactions is the most accurate way to correct
  • Alternative - If the Leave Job Master balance is correct and only the Leave Master is incorrect, the Sync Leave Masters should be used instead of this process (See Link Below)
  • One Employee at a Time - This process should only be used for syncing one employee at a time. Make sure that all leave transactions for the employee are verified and Update Leave Used/Earned has been run prior to running this process
  • Review - Review transactions for the employee prior to running this process to determine which transactions should be ranged on to achieve the correct balances
  • Inaccurate Balances - If transactions have been deleted or purged, this process will not result in accurate balances
  • Undelete Records - Transactions deleted in error can be undeleted, as long as deleted records have not been removed


Sync Leave Sums with Leave Transactions


  • Modules → HR → Leave Management → Maintenance → Change/Set → Sync Leave Sums with Leave Transactions


FIELDSOpt.Rec.Req.Description
Fix Earned--♦Select boolean for earned transactions to be used to sync leave balances
Fix Used--♦Select boolean for used transactions to be used to sync leave balances
Select When Leave Job Active False--♦Depending on the issue, this boolean may need to be selected to look at transactions from a previous leave job in order to correct balance; Otherwise this boolean can be unselected
Select When Leave Job Active True--♦Select boolean to look at only active leave jobs
Range on Fiscal Year--♦If balances are moved forward each fiscal year (Move Leave Balance), should select boolean to range on the fiscal year where the error occurred; If balances are not moved forward for the fiscal year and all transactions need to be included in the sync, should not select this boolean. If unsure whether to range on Fiscal Year, return to the employee's Leave Master and review transactions to determine how to range.
Range on Leave Description ID--♦Select boolean and enter the Leave Description ID which needs to be synced
Range on Personnel ID--♦Select boolean and enter the employee's Personnel ID; never run this process without ranging on the employee
Range on Name--♦Personnel ID ranging is recommended; Range on Name of employee if not ranging on Personnel ID (Last, Lineage, First, Middle)
Range on Entry Date♦--Fiscal Year ranging is recommended; Entry Date is date transactions were entered
Range on Starting Date♦--Fiscal Year ranging is recommended; Starting date entered on the transaction
Range on Ending Date♦--Fiscal Year ranging is recommended; Ending date entered on the transaction
Opt. = Optional  Rec. = Recommended  Req. = Required