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[{TableOfContents }]
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Instead of using the Leave Accrual form, users may wish to view all of the leave policies that an employee has ‘as of’ a specific date.
‘View Leave Balances’ Highlights
‘View Leave Balances’ may be found through the menu bar:
The form may also be accessed through the command window with ‘VALB’.
‘View Leave Balances’ Usage and Examples
All information is from the Leave Accrual and Leave Line form.
As of Date View Only Leave Policy
If this toggle is turned ON, then only the Leave Policy Types indicated on the Leave Schedule for this employee will be displayed.
If this toggle remains OFF, all Leave Policy Types will be displayed.
Leave Policy Type
User-defined code to indicate the Leave Type
Leave Policy Code
The Leave Policy for which the Accrual record is being kept.
Accrual Basis
If the Value indicated in the previous field is time based then the Basis being used will be indicated.
Prior Carry Over Balance
Accumulated total time from A900 and A050, on the Accrual form.
Current Entitlement
Time from A330, on the Accrual form
Time Taken
Time from A300, on the Accrual form
Unaccrued Given
Time from A290, on the Leave Line form, 'non-updated' lines up to the current date
Unaccrued Taken
Time from A300, on the Leave Line form, 'non-updated' lines up to the current date
Time Available to Take
Prior Carry Over Balance + Current Entitlement + Unaccrued Given – Time Taken – Unaccrued Taken
Total Time Owing
Prior Carry Over Balance + Current Entitlement + Unaccrued Given – Time Taken – Unaccrued Taken – Termination Payout (A760)
Planned Leaves
Time from A300, on the Leave Line form for any future dates. Not connected to a Pay Line.
The View Leave Balances (VALB) screen allows you to view all of the leave policies that an employee has ‘as of’ a specific date.
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The definition data for the View Leave Balances screen is stored in the [P2K_HR_EMPLOYMENTS] and [P2K_AT_LEAVE_ACCRUALS] tables.
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;[Hired Date|HIRE_DATE]:The date the employee was hired is displayed in this field.
;[Seniority Date|SENIORITY_DATE]:The employee's seniority date is displayed in this field.
;[Seq #|SEQUENCE]:The sequential order of the leave balances are defined in this field.
;[Leave|LEAVE_TYPE_CODE]: User-defined code to indicate the type of leave for the the leave balance.
;[Description|DESCRIPTION]:A short description of the leave balance is displayed here.
;[Evaluated|EVALUATED_DATE]:This date field indicates the last time the leave time was evaluated.
;[Basis|DRV_TIME_BASIS]: The time basis of the leave (hourly, daily) is defined in this field.
;[Prior Balance|DRV_PRIOR_YEAR_BAL]: This field displays how much leave is remaining from last year.
;[Earned(Capped)|DRV_CURRENT_ENTITLEMENT_CAPPED]:This field displays how much leave was earned for the current year.
;[Taken|DRV_CURRENT_TAKEN]:This field displays how much leave was taken for the current year.
;[Earned(Unoff)|DRV_UNACCRUED_GIVEN]:This field displays how much leave has been earned after the bank was last updated.
;[Taken(Unoff)|DRV_UNACCRUED_TAKEN]:This field displays how much leave has been taken after the bank was last updated and prior to the current date.
;[Current Balance|DRV_BALANCE_TO_DATE]: This field displays the amount of time you may take from.
;[Total Time|TOTAL_TIME]:This field displays the total amount of the leave time.
;[Planned Leave|DRV_TOTAL_PLANNED]:This field displays how much leave has been scheduled to be taken beyond the current date.
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VALB gets its numbers from information on the Maintain Leave Accruals [IALA] and Maintain Leave Records [IAAL] screens as follows:
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VALB gets its numbers from information on the IALA (and IAAL) screens as follows:
|(A)|Prior Balance|[A900|AC-A900] + [A050|AC-A050] (on [IALA] – official)
|(B)|Earned (Capped)|[A330|AC-A330] (on [IALA] – official)
|(C)|Taken|[A300|AC-A300] (on [IALA] – official)
|(D)|Earned (Unoff)|sum of [A290||AC-A290] (on [IAAL] – up to the current date – for non updated lines)
|(E)|Taken (Unoff)|sum of [A300|AC-A300] (on [IAAL] – up to the current date – for non updated lines)
|(F)|Current Balance|(A) + (B) + (D) – (C) – (E)
|(G)|Total Time|(F) – [A760|AC-A760] (on [IALA] – official)
|(H)|Planned Leaves|sum of [A300|AC-A300] on [IAAL] – after the current date
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(A) Prior Balance = A900 + A050 (on IALA – official)
(B) Earned (Capped) = A330 (on IALA – official)
(C) Taken = A300 (on IALA – official)
(D) Earned (Unoff) = sum of A290 (on IAAL – up to the current date – for non updated lines)
(E) Taken (Unoff) = sum of A300 (on IAAL – up to the current date – for non updated lines)
(F) Current Balance = (A) + (B) + (D) – (C) – (E)
(G) Total Time = (F) – A760 (on IALA – official)
(H) Planned Leaves = sum of A300 on IAAL – after the current date
[CLEANUP]
[{If var='loginstatus' contains 'authenticated'
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![Discussion|Edit:Internal.VALB]
[{InsertPage page='Internal.VALB' default='Click to create a new discussion page'}]
}]
![Notes|Edit:Internal.VALB]
[{InsertPage page='Internal.VALB' default='Click to create a new notes page'}]