Employee's Leave Classification and Accrual Code are entered on this window which then allows for the viewing of Leave Entitlements for a selected employee. This displays annual entitlements, leave already taken, the date that the leave is accrued, and the accrual method code.
Classification*
This is the classification that identifies the Leave Type. The Leave Classifications Description field can be updated in each database by selecting a Classification Code and clicking the Edit button to apply the change.
| Code | Description |
|---|---|
| V | Annual Leave |
| S | Sick Leave |
| L | Long Service Leave |
| B to F | User-Defined Leave |
Accrual Method*
The Leave Accrual Method identifies the rules that the employee's leave is accrued.
Date Accrued To
This is the exact date up to when the specified leave balances have been calculated. For a new employee, this field is left blank as it will default to the employee's start or hire date.
Current Pro-rata
This is the pro-rata leave allocation based on the number of periods since the last anniversary of the employee's start date.
Entitlement
This is the balance allocated for entitlements as at the last anniversary date.
Leave Taken
The amount of leave taken by the employee.
Net Ent Without Cert
This displays the employee's net entitlement. In the case of sick leave this is the entitlement without a certificate.
Net Ent With Cert
For sick leave, this displays the employee's leave entitlement with a certificate.
Remaining Balance
This refers to the remaining leave entitlements of the employee.
Accrual Unit Type
This field displays the Unit Type (Hours, Daily, or Weekly).
Drill-down
Other information provided by the drop-down window
This displays the Equivalent Values derived from the Equivalent Unit field on the Leave Accrual Methods window.
These details are maintained during the Payrun and the Leave Calculation process. Any alterations to these values should only be made in the event of a system error or when establishing employee data.
Last Years Pro-rata
This is the amount of pro-rata leave at the last anniversary of the start date. This is only applicable to Long Service Leave.
Pro-Rata Leave Paid Since Last Anniversary
Total Value
The Total Value of the Total Hours is populated only if the Leave Accrual Method, attached to the employee for this leave type, has the Pro-rata Leave Liability based on GESA set to Yes and takes leave that is greater than their entitlements for the year.
At the employee's anniversary (Leave Start Date), when the pro-rata is rolled into entitlement, this field is cleared.
Total Hours
The Total Hours is populated only if the Leave Accrual Method, attached to the employee for this leave type, has the Pro-rata Leave Liability based on GESA set to Yes and takes leave that is greater than their entitlements for the year.
This field displays the difference between the Entitlement and Taken fields. This is the amount of leave that was taken from the pro-rata entitlement.
At the employee's anniversary (Leave Start Date) when the pro-rata is rolled into entitlement, this field is cleared.
Net Entitlement
This is the value of the Entitlement field minus the value in the Taken fields. This is automatically maintained and cannot be altered. This value is also the total of the Net Ent Without Certificate and With Cert fields and is only relevant to Sick Leave.
Total Entitlement
This is the sum of the net entitlement, current pro-rata and last year's pro-rata. This is automatically maintained and cannot be altered.
Pro-Rata Method
The pro-rata method determines the way the calculation of accruals is generated and is used to override the pro-rata method at employee level.
| Code | Description |
|---|---|
| Blank | Proportion the accrual according to the pro-rata method specified in the Leave Accruals Method. |
| A | Proportion the accrual according to the value in the calculated Average Hours Worked field in the Average Hours window. |
| N | Do not calculate on pro-rata the accrual. |
| W | Proportion the accrual according to actual worked hours. |
| Y | Proportion the accrual over the length of the accrual. |
Leave Liability Rate Code
This is a Rate Code that identifies the rate used to calculate the value of the leave liability and is used at employee level if the rate is to be overridden. This field is used at employee level if you want to override the rate specified on the Leave Accrual Method.
Note that if the rate attached to the code is not hourly (i.e. when Prevar *PP_LEAVE_UNITS Position 1 is set to Y and Program Control PEP39 Position 15 is set to A), then the rate unit type (Daily/ Weekly) must be the same as the leave Accrual Unit Type.
Leave Liability Rate to Use
A value entered in this field overrides any Leave Liability Rate Code entered either in the Leave Liability Rate Code field or on the Leave Accrual Method window. It is used as the hourly rate for calculations.
Total Liability (sent to G/L)
The total value of Leave Liability at the last General Ledger close.
If establishing employee data, this field may be used to enter information in the General Ledger Accruals files. This can be a negative value.
Leave Taken Value
This displays the value of any leave taken.
Please complete the form below to give us feedback. If you need any assistance with this functionality, please contact Preceda Support.
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Version 15.3.01 Preceda Knowledge Base
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