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This page is currently being edited by {{ model.editingBy }}.SmartFusion Modules > Payroll > Process > Accumulate Leave
Recent Change:
6.38
- Set up the accumulation schedule to accept decimal values
6.27
- Fixed bug that could cause the process to fail.
5.28
- Fixed an issue where the Accumulate Leave process was rounding the accumulation rate to two decimal places.Introduction
The Accumulate Leave process will allow users to accumulate leave for employees on a specified frequency, not just during end of year processing.
Explanation
When leave is accumulated, Leave History records will be created and an update number is assigned. These Leave History records can be viewed at Payroll -> Maintenance -> Leave Maintenance -> Enter/Edit Leave History menu option.
The update number can be used to roll back the accumulation using the Payroll -> Maintenance -> Leave Maintenance -> Rollback Leave Processing menu option if leave was accumulated in error.
Process Criteria
Select frequency - Specify which leave will be included in the accrual. This is determined by the Accum frequency on the Leave parameter record.
Anniversary Date - Accumulates leave for leave codes with an Accum frequency of Anniversary Date where employees hire date month is equal to the Processing date month.
Calendar Year - Accumulates for leave with an Accum frequency of Annually/Calendar.
Fiscal Year - Accumulates for leave with an Accum frequency of Annually/Fiscal.
Monthly - Accumulates for leave with an Accum frequency of Monthly/Calendar or Monthly/Fiscal,
Pay Period - Accumulates for leave with an Accum frequency of Pay Period/Calendar, Pay Period/Fiscal, or Pay Period/Anniversary.
Date used to record leave accruals - Date used to record accrued leave record in leave history.
Processing date - Date used when determining if leave should be accumulated for an employee and also used when calculating years of experience when accumulation schedules are defined based on years of experience.
The Processing date is compared against the Leave accrual date on each employee record to make sure the accrual period has started for the employee. If the Leave accrual date for the employee is greater than the Processing date, then leave will not be accrued for the employee.
The Processing date is used to calculate years of experience using the employee's Hire date or Leave accrual date, depending on the Leave accrual process date (H,L) setting on the Leave parameter record (Payroll > Parameters > Leave).
Range of current contract days to include - Only includes employees whose Current contract days are within the range specified.
Include all - Options to further restrict accumulation by Class, Location, Department, Employee, Pay Group, Category, and Leave.
Scenarios
There are a few different scenarios that can occur when leave is accumulated, depending on configuration.
Scenario 1: Leave is accumulated for leave with no ceiling.
The Accum ceiling on the leave record is 999999999.9999, or the accumulated leave is under the specified Accum ceiling. In this scenario, the accumulated leave will be recorded in whole to history.
Scenario 2: Leave is accumulated for leave with a ceiling that is reached.
The Accum ceiling on the leave record is set or the Accumulation Schedules on the leave record are set based on years of experience. Accumulated leave that exceeds this ceiling amount will be lost. A leave history record will be created with the partial accumulated amount up to the ceiling or no history is created if the ceiling has already been reached.
Scenario 3: Leave is accumulated for leave with a ceiling that is reached and leave in excess of ceiling is carried forward to another leave.
The following must be configured on the leave record: The Accum ceiling is set or the Accumulation Schedules on the leave record are set based on years of experience, Carry balance forward is set to O "Other", Balance forward leave code is specified, and Carry balance forward during accumulate is checked. When accumulate leave is run, any accumulated leave that exceeds the Accum ceiling is rolled over to the Balance forward leave code.