Purpose
The purpose of this quick reference guide is to step through the process of manually creating Leave Accruals. Users are reminded any adjustments made using this process do not result in a financial payment to a Payee. The intended audience for this document are Standard Users.Steps
Create Leave Accruals Manually
To create manual Leave Accruals for a Payee for a period:- Open the Pay Batch and navigate to the Payee Pay Batch row that needs manual accruals created.
- Click on the highlighted arrow and choose the Adjustments option. (See Figure 1)
- Within the Manual Adjustments Interface, click on the Leave tab. (See Figure 2)
- Navigate to the Leave Accruals section.
- Click the add button against the required Payee Leave Rule-Leave Type record.
- This will clone the Pay Transaction that was selected, so please ensure the following pre-populated
fields are updated to the values as required: (See Figure 3)
- Pay Transaction Name
- Payee Leave Rule (available as Picklist values)
- Entry Date
- Leave Accrual (hours to accrue)
- Click on the Save button.
- A new Manual Adjustment record has been created. (See Figure 4)
Edit/Update/Delete the Manual Leave Accrual record
To edit an Adjustment Leave Accrual:- Click the highlighted edit symbol against the Adjustment Transaction (see Figure 5). This will only be available on Adjustment Leave Pay Transactions created.
- Edit any fields as required. (See Figure 6)
- Click the Save button.
- Click the highlighted delete symbol against the Adjustment Transaction (see Figure 7). This will only be available on Adjustment Leave Pay Transactions created.
- Confirm the Delete. (See Figure 8)
