How do I adjust leave carryover hours?
This routine will adjust employee leave hours if the employee's anniversary date, calendar year-end date, or fiscal year-end date occurs in the current pay period. Leave hours includes sick pay and vacation pay for employees that are eligible for leave hours. Use Adjust Leave Carryover Hours to adjust leave hours based on the leave rate setup.
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If Anniversary Date is selected, leave hours will be adjusted if the anniversary date falls within the current pay period.
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If Calendar Year End is selected, leave hours will be adjusted if the year-end date is within the current pay period.
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If Fiscal Year End is selected, hours will be adjusted if the Fiscal Year End is within the current period.
Note: If the employee's leave balance is greater than the carryover limit for the leave rate level, Connect will create a negative leave transaction to make the employee's leave balance equal to the carryover limit.
Before you get started
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Back up the Payroll database. See the help topic titled How do I back up the Payroll database?
Adjusting leave carryover hours
1. Open Connect Payroll > Employees > Adjust leave Carryover Hours.
2. Use the Print menu to select Report or No Report.
Print menu
3. Set up the remaining options.
4. Click GO (CTRL+G).
The routine will adjust employee leave hours if the employee's anniversary date, calendar year-end date, or fiscal year-end date occurs in the current pay period.
Printing the Adjust Leave Carryover Hours report without creating transactions
1. Open Connect Payroll > Employees > Adjust leave Carryover Hours.
2. Use the Print menu to select Report Only.
3. Set up the remaining options.
4. Click GO (CTRL+G).
The Adjust Leave Carryover Hours report prints.
Print option
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?
Pay codes
This field shows the leave pay codes that are set up to adjust leave carryover hours. You can adjust leave carryover hours for a leave pay code or a group of leave pay codes. To exclude a pay code, remove the checkmark next to it.
Pay codes
Leave rates
This field shows the leave rates for the leave rates for the pay codes that you have selected. You can adjust leave carryover hours for a leave rate or a group of leave rates. To exclude a leave rate, remove the checkmark next to it.
Leave rates
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