How do I update leave levels for all employees?
Updating an employee's leave level will update the employee's leave level and next leave level date. This routine can only be used to update the leave level on active employees. Connect will look at the employee's leave rate setup to determine when to update the employee's leave level. If the employee's next level date on the pay code occurs in the current pay period, Connect will update the leave level date.
Watch a video
-
2019.08 or later includes a new look and feel of the controls and you can update leave levels by employee and department. Watch a video (02m05s).
Leave level dates will update based on
-
Employee's eligibility for advancement.
-
Anniversary date, calendar year-end date, fiscal year-end date, hire date, or start date occur in the current pay period.
Before you get started
-
You may want to print the Update Leave Levels Report before you update leave levels. See the help topic titled How do I print the Update Leave Levels Report?
Updating leave levels for all employees
1. Open Connect Payroll > Employees > Update Leave Levels.
Note: You can also use Organization > Update Leave Levels.
The routine updates leave levels for the selected employees..
Updating leave levels for an employee
1. Open Connect Payroll > Employees > Update Leave Levels.
2. Verify the current pay period date displays as the Current Pay Period.
3. Select the print option, pay codes, and leave rates.
To filter by employee number, find the row titled Employee.Employee number. To filter by employee name, find the row titled Employee.Name
Employee.Name and Employee.Employee number rows
Double-click ALL in the Value column.
ALL in the Value columns
When the Enter Values form displays, enter the employee name if you're filtering by Employee.Name, see the screenshot below, or enter the employee number if you selected Employee.Employee number.
Enter Value
Click OK.
The department name shows up in the Selection Criteria, like this...
Employee name showing in the Value column for Employee.Name
5. Click GO (CTRL+G).
The routine updates leave levels for the selected employees..
Updating leave levels by department
1. Open Connect Payroll > Employees > Update Leave Levels.
2. Verify the current pay period date displays as the Current Pay Period.
3. Select the print option, pay codes, and leave rates.
4. Set up the Selection Criteria to filter by department.
Find the row titled Department.Department
Department.Department row
Double-click ALL in the Value column.
ALL in the Value columns
When the Enter Values form displays, enter the department name.
Enter Value
Click OK.
The department name shows up in the Selection Criteria, like this...
Department name showing in the Value column for Department.Department
5. Click GO (CTRL+G).
The routine updates leave levels for the employees in the selected departments.
Print options
You can create transactions, print a report, or create transactions and print a report.
Print menu
What do you want to do?
I want to create transactions without printing a report. Select No Report from the Print menu.
I want to print a report without creating transactions. Select Report Only from the Print menu.
I want to create transactions AND print a report. Select Report from the Print menu.
Selection criteria
What is the selection criteria?
How do I add/remove fields to a selection criteria?
How do I define values in a selection criteria?
How do I search for an exact match?
How to use operators in the selection criteria?
22Jan2018
Pay codes
This is a list of the leave pay codes that have been set up in the application. You can choose which leave pay codes to include or exclude.
Leave rates
This is a list of leave rates for the leave pay codes. If you exclude a pay code, the leave rates for that pay code will not be available for selection. Use this list to choose which leave rates to include or exclude.
Copyright © 2025 Caselle, Incorporated. All rights reserved.
Related Articles
Update Leave Levels
To update leave levels for employees, follow these general steps: Review Leave Policies: Before making any updates, review your organization's leave policies to understand the rules and regulations regarding leave accrual, carryover, and usage. ...How do I print the Update Leave Levels Report?
Print the Update Leave Levels Report to view the employees who have leave levels that will be updated based on the selection criteria on the Update Leave Levels routine. The benefit of printing the Update Leave Level Report is seeing what will happen ...How do I add a leave level?
A leave level typically refers to the amount or level of paid time off (PTO) or leave that an employee has accrued or is entitled to. Leave levels are often expressed in terms of hours, days, or weeks and indicate how much time off an employee has ...An employee is set to the wrong leave level. How do I change it?
Issue One of my employees is using the wrong leave level. Explanation The important question is when was the error made? Leave entries are tired to the check issue date, Solution If the error was made in the most recent pay period and check issue ...How do I review leave pay codes? (Employees)
If the Adjust Carryover Hours Report shows the wrong leave balance for an employee, follow these steps to troubleshoot the issue. You need to find out if the correct leave pay codes are assigned to the employee, and if the employee leave pay code is ...