SmartFusion Modules > Payroll > Maintenance > Leave Maintenance > Year End Leave Processing

Recent Changes:  
6.148 - Removed "Anniversary" as an option in "Select leave based on"  

6.147 - Included the balance forward ceiling for leave codes with an accumulation frequency of 8 (Per Pay Period/Anniversary)    

6.43 - Fixed a bug where some employees time was not being rolled over properly

Introduction

This option allows you to reset leave balances at the end of the year if you have selected a reset level or if your organization allows you to carry balances forward it will calculate that information and carry over leave based on what your ceiling level is set at.

This option normally is used either at Fiscal Year End or Calendar Year End depending on how your organization tracks leave. You can verify how you are tracking leave by going to the ‘Leave Parameter File’ and checking the Accum Frequency field.

The date used to record leave balances is very important when running this option. An incorrect date can cause the employee’s leave balances to be incorrect. Other processes, such as Update Current Leave to History, may also need to be run prior to running this step. The calendar or fiscal year may also need to be closed in Payroll prior to running this step.

Explanation

When year end leave processing is performed, 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 year end leave processing is normally performed immediately after the calendar year and fiscal year are updated to the new calendar year and fiscal year and before any other leave records have been created.

The update number can be used to roll back the processing using the Payroll -> Maintenance -> Leave Maintenance -> Rollback Leave Processing menu option if there were any errors.

Selection Criteria

Select leave based on - Calendar Year or Fiscal Year

• Calendar Year includes accumulation frequencies of 1 (Monthly/Calendar), 3 (Annually/Calendar), 5 (Per Pay Period/Calendar), 7 (Anniversary Date), 8 (Per Pay Period/Anniversary)
• Fiscal Year includes accumulation frequencies of 2 (Monthly/Fiscal), 4 (Annually/Fiscal), 6 (Per Pay Period/Fiscal)

Date used to record leave balances - defaults to the beginning of the Calendar or Fiscal Year and is disabled
Include inactives
Include All - Classes, Departments, Pay Group, Locations, Employees, Categories, Leave