Docking Leave
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Modified on: Fri, 19 Apr, 2024 at 1:06 PM
Main Page → Leave Management → Documentation → Maintenance → Docking Leave
- 1 What This Does
- 2 Best Practices
- 3 Leave Docked Leave Description ID
- 3.1 Definition Tab
- 3.2 Leave Earned Tab
- 3.3 Dock Tab
- 4 Leave Masters and Transactions
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What This Does
- When leave is entered for a Leave ID set for unauthorized absence with Leave Docked, a Leave Docked transaction is created for the amount of Leave that exceeds the available balance; If using Auto Dock, the Dock Value and Amount Dock fields on the leave transaction are blank at the time the transaction is added
- The Leave Docked transactions would create using any of the methods of entering used Leave such as Add Used by Leave ID, Add Used by Personnel ID, Add Leave/Substitutes, etc.
- If not using Auto Dock, an Adjustment amount would need to be entered during the Pay Jobs in Mass (or Individually) to dock the employee's pay for the unauthorized Leave
- If Auto Dock is used, a Leave Docked amount will calculate on the transaction and the Leave Docked rate will be included on the Pay Jobs in Mass with the calculated docked amount; The Leave Dock transaction will now show a Dock Value and Amount Docked
Best Practices
- Unauthorized Time - It is recommended that a Leave Docked Leave Description ID be used to allow for tracking unauthorized used time. It's standard for Leave Descriptions that do not allow negative balances to be set up with Leave Docked as the Default Unauthorized Leave Description ID
- Initial Leave Dock Set up - If Leave Dock needs to be set up to use when used amounts exceed balances and employees currently have negative balances, those negative amounts must be moved to Leave Dock transactions and all ending balances need to be set to 0 before they begin using Leave Dock. Please discuss any questions with a payroll RDA Customer Care team member
Leave Docked Leave Description ID
- There are two types of Leave Docked processes:
- Leave Docked transactions are created in Leave Management when unauthorized leave is taken, then manually calculate the amount of the dock and enter a negative Adjustment when paying Jobs in Mass or Indvidually in order to dock pay
- Leave Docked transactions are created in Leave Management when unauthorized leave is taken, then the Auto Leave Docked is set up to calculate the amount of the dock and create Leave Dock rates in the Pay Jobs in Mass to dock pay. NOTE: All Auto Leave Docked transactions must be entered in leave management before Pay Jobs in Mass is selected in the payroll module. Auto Leave Docks will not populate if you are paying an employee under Pay Substitute or Pay Individual. If you undo an employee's salary that has an auto pay dock be sure to undo the auto pay dock as well (listed on the undo payroll menu), then bring the employee back into payroll using the Pay jobs in mass and ranging on their employee ID.
- All Leave Descriptions where Leave Docked transactions should create if unauthorized absences occur, should contain LEAVE DOCKED in the Default Unauthorized Leave Description Identification field
Definition Tab
FIELDS | Opt. | Rec. | Req. | Description |
Leave Type Identification | - | - | ♦ | Click on Load Leave Type and select UNAUTHORIZED |
Active Leave | - | - | ♦ | Boolean should be set to True |
Allow Negative Balances | - | - | ♦ | Boolean should be set to True |
Skip Auto Dock | ♦ | - | - | If Auto Dock is used, selecting this Boolean would stop the process of calculating the dollar amount for the dock and in turn a dock rate would not be included in the select in mass |
Manage Liability | ♦ | - | - | Related to more advanced Leave Management setup related to Leave Liability (Enterprise customers only) |
Not On Pay Stub | - | ♦ | - | Recommended for this Boolean to be set to True to not print on pay stub |
Automatic Earned | - | - | ♦ | If Automatic Earned amounts are being used, boolean should be set to False to not allow automatic earned amount during the select for Leave Docked |
Description | ♦ | - | - | Type a description for the Leave Description ID |
Opt. = Optional Rec. = Recommended Req. = Required |
Leave Earned Tab
FIELDS | Opt. | Rec. | Req. | Description |
Earned Type | - | - | ♦ | Earn Type can default to Custom Expression but no formula should be present |
Earn Rate | - | - | ♦ | Leave Docked should not have an earned amount so this tab should not have anything set up for Earn Rate |
Earn Formula | | | | Leave Docked should not have an earned amount so this tab should not have anything set up for Earn Formula |
Opt. = Optional Rec. = Recommended Req. = Required |
Dock Tab
FIELDS | Opt. | Rec. | Req. | Description |
Dock Type | - | - | ♦ | If not using Auto Dock, Custom Expression should be selected. If Auto Dock is used, one of the calculations should be chosen to calculate the leave dock dollar amount. In most cases the ((Salary+Supplement )/Contract Days)*Units is used |
Dock Formula | - | - | ♦ | If not using Auto Dock, this field should be blank. If Auto Dock is used, the field will be populated with the appropriate formula dependent on the Dock Type chosen. NOTE: In order for the automatic dock to calculate correctly, it is essential for the fields in the dock formula to be populated accurately for each employee eligible for leave |
Opt. = Optional Rec. = Recommended Req. = Required |
- Accrual, Maximum Accrual and Liability tabs are related to more advanced Leave Management set up related to Leave Liability (Enterprise customers only) which will not be discussed in this wiki
- Table tab is related to a more Advanced Leave Management set up related to Leave Tables (Enterprise customers only) which will not be discussed in this wiki
Leave Masters and Transactions
- These menu items are available at the bottom of the Leave Description
- If Leave Masters is selected, it will pull up the Leave Master Browse which allows the user to view each Leave Master Maintain screen , view Leave Jobs, Transactions, and Docks which actually occurred in the payroll (related to Auto Dock)
- If Transactions are selected, it will pull up the Leave Transaction Browse which allows the user to view transactions for that Leave ID
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