QRG Payee Leave Transfer

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Purpose

The purpose of this quick reference guide is to step through the process of Payee Leave Transfer. The intended audience for this document are Standard Users.

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Steps

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Navigate to the Payee Leave Transfer

To transfer a Payee’s Leave Balance to a new Payee Leave Rule, follow these steps:

1. Go to the Payee record.
   1. To identify a Payee record from an Employee record, enter the Employee name into the Global Search. (See Figure 1)

2. Select the Employee record from the suggestions provided.
3. Open the Related tab.
4. Identify the Payee record(s).
5. Select the Payee record. (See Figure 2)

2. Within the Payee record, navigate to the Leave tab. (See Figure 3)
3. Click on the Transfer sub-tab.

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Payee Leave Transfer - To a new Payee Leave Rule

1. To transfer a Leave Balance from one Payee Leave Rule to a new Payee Leave Rule, populate the following required fields to provide the base details of the Leave Transfer:
   1. Select a Payee Leave Rule in the From Payee Leave Rule field that you need to transfer the Leave balance from (See Figure 4).
   2. The Balance field will populate automatically with the current available balance. You can manually override the Balance value if not all of the balance should be transferred.
   3. Select New Payee Leave Rule option under the To Payee Leave Rule picklist.
   4. Upon selecting the New Payee Leave Rule option, a new field named New Leave Rule will appear in the right hand side column. Select a Leave Rule from the picklist values available.
   5. Enter the Effective Date, which will become the Effective Date for the New Payee Leave Rule.
   6. Enter the Expiry Date for the Old Payee Leave Rule (if the old Payee Leave Rule needs to be expired) and click Save.

2. A popup message indicating that the process to transfer the Payee Leave Balance was successful will be displayed. (See Figure 5)

3. To check the transferred Leave Balance, click on the Events sub-tab under the Leave tab. (See Figure 6)

4. Click on the new Payee Leave Event records with the Effective Date that you entered during the transfer. (See Figure 7)

5. Two Payee Leave Event records have been created with the Record Type of Leave Credit, which need to be processed within a Pay Batch for the transfers to be completed. (See Figures 8 and 9)

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Payee Leave Transfer - To an existing Payee Leave Rule

1. Go to the Payee object, Leave tab and then the Transfer sub-tab using the steps outlined on the first page.
2. To transfer a Leave Balance from one Payee Leave Rule to an existing Payee Leave Rule, populate the following required fields to provide the base details of the Leave Transfer:
   1. Select a Payee Leave Rule in the From Payee Leave Rule field that you need to transfer the Leave balance from. (See Figure 4)
   2. The Balance field will populate automatically with the current available balance. You can manually override the Balance value if not all of the balance should be transferred.
   3. Select a Payee Leave Rule in the To Payee Leave Rule field that this Balance should be transferred to.
   4. Enter the Transfer Date for the balances to be processed in a Pay Batch.
   5. Enter the Expiry Date (if the From Payee Leave Rule needs to be expired) and click Save.

3. A popup message indicating that the process to transfer the Payee Leave Balance was successful will be displayed. (See Figure 5)

5. Click on the new Payee Leave Event records with the Effective Date that you entered during the transfer. (See Figure 7)

6. Two Payee Leave Event records have been created with the Record Type of Leave Credit, which need to be processed within a Pay Batch for the transfers to be completed. (See Figures 8 and 9)

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Field Descriptions

No field descriptions are required for this QRG document.

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Further Information