Wiki: IAAL

MAINTAIN LEAVE RECORDS
All Leaves At A Glance tab
Requested tab
In Payroll tab
Historical tab
Requires Leave Reason tab

MAINTAIN LEAVE RECORDS#

Leave Lines are the records of leave time that an employee has taken or is planning to take,and audit lines of when and what the attendance routine has calculated.

Leave Line Details are the specific attendance components affected by a leave line transaction.

You may access this feature through the Screens/Forms menu: Time and Attendance > Maintain Leave Records

Leave Line data is maintained on the P2K_AT_LEAVE_LINES and P2K_AT_LEAVE_LINE_DETAILS.

All Leaves At A Glance tab#

This tab will display all leaves that include a time code and whose accrual status is either 1-Requested, 3-In Payroll, 4-Update in Progress, 5-Unofficial Accr Upd or 6-Official Accrual Upd.

Start Date: This is the date that the leave line record begins. Start_Date is a mandatory date field.

End Date: This is the date that the leave line record ends. End_Date is a mandatory date field.

Leave Type: This field holds the user-defined code to indicate the leave type. Leave_Type_Code is a mandatory 16-character alphanumeric field that is High Line provided or may be manually entered.

Time Code: This field holds the time code for which the leave line record is being created. The field will be blank if created by UPCALC. Time_Codes is a mandatory 16-character alphanumeric field that the user must manually enter or use the LOV (F9).

Start Time: This is the time that the leave began. Start_Time is a 5-digit numeric field.

End Time: This is the time that the leave ended. End_Time is a 5-digit numeric field.

Projected Time: This field displays the 'projected' amount of time that has been requested. This field is populated when a leave line is entered for a future dated leave. Projected_time is an 18-digit optional field.

Actual Time: This field displays the total amount of time that has been requested. Overall_Leave_Time is an 18-digit optional field.

Basis: This is the time basis of the requested time to be taken. Time_Basis is an optional fixed lexicon (X_TIME_BASIS) that you may use to look up the value.

Approval: This field tracks whether the leave has been ‘approved’, is ‘awaiting approval’ or has been‘denied’. Leave_Approval is an optional fixed lexicon (X_LEAVE_APPROVAL) that you may use to look up the value.

Cascaded: This is a toggle field used to indicate if the time has been cascaded from one leave bank to another.

Entitlement Earned: If this toggle is ON, then the leave line was for an entitlement type time code and it has been updated to the accrual record. If this toggle is OFF, then the leave line is not an entitlement type time code. Entitlement_Earned is an optional toggle field.

Banked Time Still Owing: If this toggle is ON, then the leave line was for a Banked Overtime Entitlement and still has time remaining that an employee may take from. If this toggle is OFF, the employee has taken all the time for this leave line. Bank_Time_Still_Owing is an optional toggle field.

Partially Processed: This toggle is an indication that the leave line has been partially completed by payroll.

Payroll Complete: If this toggle is ON, then the Payroll Process application has completed its association with the leave line (the UPCLOZ procedure has been run). If this toggle is OFF, then the Payroll Process application has not yet started or has not yet finished with the leave line. Payroll_Complete is an optional toggle field.

Requested tab#

This tab will display all leaves that include a time code and whose accrual status is 1-Requested.

Start Date: This is the date that the leave line record begins. Start_Date is a mandatory date field.

End Date: This is the date that the leave line record ends. End_Date is a mandatory date field.

Leave Type: This field holds the user-defined code to indicate the leave type. Leave_Type_Code is a mandatory 16-character alphanumeric field that is High Line provided or may be manually entered.

Time Code: This field holds the time code for which the leave line record is being created. The field will be blank if created by UPCALC. Time_Codes is a mandatory 16-character alphanumeric field that the user must manually enter or use the LOV (F9).

Start Time: This is the time that the leave began. Start_Time is a 5-digit numeric field.

End Time: This is the time that the leave ended. End_Time is a 5-digit numeric field.

Projected Time: This field displays the 'projected' amount of time that has been requested. This field is populated when a leave line is entered for a future dated leave. Projected_time is an 18-digit optional field.

Actual Time: This field displays the total amount of time that has been requested. Overall_Leave_Time is an 18-digit optional field.

Basis: This is the time basis of the requested time to be taken. Time_Basis is an optional fixed lexicon (X_TIME_BASIS) that you may use to look up the value.

Approval: This field tracks whether the leave has been ‘approved’, is ‘awaiting approval’ or has been‘denied’. Leave_Approval is an optional fixed lexicon (X_LEAVE_APPROVAL) that you may use to look up the value.

Cascaded: This is a toggle field used to indicate if the time has been cascaded from one leave bank to another.

Description: This field holds a user-defined description of the leave type entered. Description is a 50-character alphanumeric optional field that will default in from the leave type.

Reason: If desired, the reason for the leave may be maintained. Leave_Reason is an optional Fixed Lexicon (X_LEAVE_REASON) that you may use to look up the value.

Certification: Any certificates (doctor’s note, jury notice, etc.) that are required may be noted here as ‘received’. Leave_Certified is an optional Fixed Lexicon (X_LEAVE_CERTIFIED) that you may use to look up the value.

Source Module: The ‘Source’ field indicates the originating program/form that the leave line information came from. Most commonly TE Data entry for time code related leave lines or AT Calculation for ‘audit’ leave lines.

Entitlement Earned: If this toggle is ON, then the leave line was for an entitlement type time code and it has been updated to the accrual record. If this toggle is OFF, then the leave line is not an entitlement type time code. Entitlement_Earned is an optional toggle field.

Banked Time Still Owing: If this toggle is ON, then the leave line was for a Banked Overtime Entitlement and still has time remaining that an employee may take from. If this toggle is OFF, the employee has taken all the time for this leave line. Bank_Time_Still_Owing is an optional toggle field.

Partially Processed: This toggle is an indication that the leave line has been partially completed by payroll.

Payroll Complete: If this toggle is ON, then the Payroll Process application has completed its association with the leave line (the UPCLOZ procedure has been run). If this toggle is OFF, then the Payroll Process application has not yet started or has not yet finished with the leave line. Payroll_Complete is an optional toggle field.

Original Start Date: The date that the leave line record originally started. One leave line record may need to be split into several leave line records to be processed over several pay periods. Each ‘split’ will contain the original start date of the leave line. Orig_Leave_Begin_Date is a mandatory date field.

Time Not Yet Taken: This field shows the derived amount that is not being taken. Leave_Time_Not_Taken is an 18-digit numeric optional field.

Wage Rate: The wage rate from the employee’s assignment record. Wage_Rate is an 18-digit optional field.

Basis: The field holds the time basis of the time not taken. Rate_Basis is a fixed lexicon (X_RATE_BASIS) defined in the leave policy rules.

Audit Text: This field displays the audit generated for this line. Users must scroll through the text or double-click on the icon.

In Payroll tab#

This tab will display all leaves that include a time code and whose accrual status is 3-In Payroll.

Start Date: This is the date that the leave line record begins. Start_Date is a mandatory date field.

End Date: This is the date that the leave line record ends. End_Date is a mandatory date field.

Time Code: This field holds the time code for which the leave line record is being created. The field will be blank if created by UPCALC. Time_Codes is a mandatory 16-character alphanumeric field that the user must manually enter or use the LOV (F9).

Leave Type: This field holds the user-defined code to indicate the leave type. Leave_Type_Code is a mandatory 16-character alphanumeric field that is High Line provided or may be manually entered.

Projected Time: This field displays the 'projected' amount of time that has been requested. This field is populated when a leave line is entered for a future dated leave. Projected_time is an 18-digit optional field.

Actual Time: This field displays the total amount of time that has been requested. Overall_Leave_Time is an 18-digit optional field.

Basis: This is the time basis of the requested time to be taken.

Time_Basis is an optional fixed lexicon (X_TIME_BASIS) that you may use to look up the value.

Status: This field indicates whether the leave line has been updated into the accrual record. Accrual_Status is a mandatory fixed lexicon (X_ACCRUAL_STATUS) that you may use to look up the value.

Cascaded: This is a toggle field used to indicate if the time has been cascaded from one leave bank to another.

Description: This field holds a user-defined description of the leave type entered. Description is a 50-character alphanumeric optional field that will default in from the leave type.

Reason: If desired, the reason for the leave may be maintained. Leave_Reason is an optional Fixed Lexicon (X_LEAVE_REASON) that you may use to look up the value.

Certification: Any certificates (doctor’s note, jury notice, etc.) that are required may be noted here as ‘received’. Leave_Certified is an optional Fixed Lexicon (X_LEAVE_CERTIFIED) that you may use to look up the value.

Source Module: The ‘Source’ field indicates the originating program/form that the leave line information came from. Most commonly TE Data entry for time code related leave lines or AT Calculation for ‘audit’ leave lines.

Entitlement Earned: If this toggle is ON, then the leave line was for an entitlement type time code and it has been updated to the accrual record. If this toggle is OFF, then the leave line is not an entitlement type time code. Entitlement_Earned is an optional toggle field.

Banked Time Still Owing: If this toggle is ON, then the leave line was for a Banked Overtime Entitlement and still has time remaining that an employee may take from. If this toggle is OFF, the employee has taken all the time for this leave line. Bank_Time_Still_Owing is an optional toggle field.

Partially Processed: This toggle is an indication that the leave line has been partially completed by payroll.

Payroll Complete: If this toggle is ON, then the Payroll Process application has completed its association with the leave line (the UPCLOZ procedure has been run). If this toggle is OFF, then the Payroll Process application has not yet started or has not yet finished with the leave line. Payroll_Complete is an optional toggle field.

Original Start Date: The date that the leave line record originally started. One leave line record may need to be split into several leave line records to be processed over several pay periods. Each ‘split’ will contain the original start date of the leave line. Orig_Leave_Begin_Date is a mandatory date field.

Time Not Yet Taken: This field shows the derived amount that is not being taken. Leave_Time_Not_Taken is an 18-digit numeric optional field.

Wage Rate: The wage rate from the employee’s assignment record. Wage_Rate is an 18-digit optional field.

Basis: The field holds the time basis of the time not taken. Rate_Basis is a fixed lexicon (X_RATE_BASIS) defined in the leave policy rules.

Audit Text: This field displays the audit generated for this line. Users must scroll through the text or double-click on the icon.

AC: This field displays a system-provided code defining the attendance component. All AC codes begin with the letter “A” followed by a 3 or 4 digit number. AC_Code is a mandatory 16-character alphanumeric field that the user must manually enter or use the LOV (F9).

Time Code: The time code for which the leave line record is being created. Time_Codes is an optional 16-character alphanumeric field that the user must manually enter or use the LOV (F9).

Leave Policy: This field holds the leave policy that the leave type or time code is connected to. Leave_Policy is a mandatory 16-character alphanumeric field that the user must manually enter or use the LOV (F9).

Wage Rate Override: If a user needs to override the wage rate on the leave line it may be done here for this leave line detail. Wage_Rate_Override is an optional 18-digit field.

Basis Override: This field displays the rate basis for the wage rate from the employee’s assignment record. Rate_Basis_Override is an optional fixed lexicon (X_RATE_BASIS) that you may use to look up the value.

Description: This field holds a user-defined description of the attendance component entered. Description is an optional 50-character alphanumeric field that will default in from the component.

Amount: This field holds the time, amount, etc. of the attendance components indicated. Amount is an optional 18-digit field.

Basis: The basis for the amount of the time code or attendance component. Time_Basis is an optional fixed lexicon (X_TIME_BASIS) that you may use to look up the value.

Amount Override: If the user needs to override the amount that was generated, it may be done here. Amount_Override is an 18-digit optional field.

Bank Exceeded: This toggle is updated by the leave line logic that is invoked when leave time is taken. If this toggle is ON, then the time requested has exceeded the time available. If this toggle is OFF, the time requested was less then the time available. Bank_Exceeded is an optional toggle field.

Historical tab#

The Historical tab is a view only tab which displays leave lines that include a time code and whose accrual status is either 4-Update in Progress, 5-Unofficial Accr Upd or 6-Official Accrual Upd.

Start Date: This is the date that the leave line record begins. Start_Date is a mandatory date field.

End Date: This is the date that the leave line record ends. End_Date is a mandatory date field.

Time Code: This field holds the time code for which the leave line record is being created. The field will be blank if created by UPCALC. Time_Code is a mandatory 16-character alphanumeric field that the user must manually enter or use the LOV (F9).

Leave Type: This field holds the user-defined code to indicate the leave type. Leave_Type_Code is a mandatory 16-character alphanumeric field that is High Line provided or may be manually entered.

Start Time: This is the time that the leave began. Start_Time is a 5-digit numeric field.

End Time: This is the time that the leave ended. End_Time is a 5-digit numeric field.

Projected Time: This field displays the 'projected' amount of time that has been requested. This field is populated when a leave line is entered for a future dated leave. Projected_time is an 18-digit optional field.

Actual Time: This field displays the total amount of time that has been requested. Overall_Leave_Time is an 18-digit optional field.

Basis: This is the time basis of the requested time to be taken. Time_Basis is an optional fixed lexicon (X_TIME_BASIS) that you may use to look up the value.

Status: This field indicates whether the leave line has been updated into the accrual record. Accrual_Status is a mandatory fixed lexicon (X_ACCRUAL_STATUS) that you may use to look up the value.

Approval: This field tracks whether the leave has been ‘approved’, is ‘awaiting approval’ or has been‘denied’. Leave_Approval is an optional fixed lexicon (X_LEAVE_APPROVAL) that you may use to look up the value.

Cascaded: This is a toggle field used to indicate if the time has been cascaded from one leave bank to another.

Description: This field holds a user-defined description of the leave type entered. Description is a 50-character alphanumeric optional field that will default in from the leave type.

Reason: If desired, the reason for the leave may be maintained. Leave_Reason is an optional Fixed Lexicon (X_LEAVE_REASON) that you may use to look up the value.

Certification: Any certificates (doctor’s note, jury notice, etc.) that are required may be noted here as ‘received’. Leave_Certified is an optional Fixed Lexicon (X_LEAVE_CERTIFIED) that you may use to look up the value.

Source Module: The ‘Source’ field indicates the originating program/form that the leave line information came from. Most commonly TE Data entry for time code related leave lines or AT Calculation for ‘audit’ leave lines.

Entitlement Earned: If this toggle is ON, then the leave line was for an entitlement type time code and it has been updated to the accrual record. If this toggle is OFF, then the leave line is not an entitlement type time code. Entitlement_Earned is an optional toggle field.

Banked Time Still Owing: If this toggle is ON, then the leave line was for a Banked Overtime Entitlement and still has time remaining that an employee may take from. If this toggle is OFF, the employee has taken all the time for this leave line. Bank_Time_Still_Owing is an optional toggle field.

Partially Processed: This toggle is an indication that the leave line has been partially completed by payroll.

Payroll Complete: If this toggle is ON, then the Payroll Process application has completed its association with the leave line (the UPCLOZ procedure has been run). If this toggle is OFF, then the Payroll Process application has not yet started or has not yet finished with the leave line. Payroll_Complete is an optional toggle field.

Original Start Date: The date that the leave line record originally started. One leave line record may need to be split into several leave line records to be processed over several pay periods. Each ‘split’ will contain the original start date of the leave line. Orig_Leave_Begin_Date is a mandatory date field.

Time Not Yet Taken: This field shows the derived amount that is not being taken. Leave_Time_Not_Taken is an 18-digit numeric optional field.

Wage Rate: The wage rate from the employee’s assignment record. Wage_Rate is an 18-digit optional field.

Basis: The field holds the time basis of the time not taken. Rate_Basis is a fixed lexicon (X_RATE_BASIS) defined in the leave policy rules.

Audit Text: This field displays the audit generated for this line. Users must scroll through the text or double-click on the icon.

AC: This field displays a system-provided code defining the attendance component. All AC codes begin with the letter “A” followed by a 3 or 4 digit number. Definitions of each of the attendance components may be found in the “Detailed Information for Attendance Components List” in the previous section. AC_Code is a mandatory 16-character alphanumeric field that the user must manually enter or use the LOV (F9).

Time Code: The time code for which the leave line record is being created. Time_Codes is an optional 16-character alphanumeric field that the user must manually enter or use the LOV (F9).

Leave Policy: This field holds the leave policy that the leave type or time code is connected to. Leave_Policy is a mandatory 16-character alphanumeric field that the user must manually enter or use the LOV (F9).

Wage Rate Override: If a user needs to override the wage rate on the leave line it may be done here for this leave line detail. Wage_Rate_Override is an optional 18-digit field.

Basis Override: This field displays the rate basis for the wage rate from the employee’s assignment record. Rate_Basis_Override is an optional fixed lexicon (X_RATE_BASIS) that you may use to look up the value.

Description: This field holds a user-defined description of the attendance component entered. Description is an optional 50-character alphanumeric field that will default in from the component.

Amount: This field holds the time, amount, etc. of the attendance components indicated. Amount is an optional 18-digit field.

Basis: The basis for the amount of the time code or attendance component. Time_Basis is an optional fixed lexicon (X_TIME_BASIS) that you may use to look up the value.

Amount Override: If the user needs to override the amount that was generated, it may be done here. Amount_Override is an 18-digit optional field.

Bank Exceeded: This toggle is updated by the leave line logic that is invoked when leave time is taken. If this toggle is ON, then the time requested has exceeded the time available. If this toggle is OFF, the time requested was less then the time available. Bank_Exceeded is an optional toggle field.

Requires Leave Reason tab#

This tab displays all leave lines whose associated leave policy requires a leave reason.

Start Date: This is the date that the leave line record begins. Start_Date is a mandatory date field.

End Date: This is the date that the leave line record ends. End_Date is a mandatory date field.

Leave Type: This field holds the user-defined code to indicate the leave type. Leave_Type_Code is a mandatory 16-character alphanumeric field that is High Line provided or may be manually entered.

Time Code: This field holds the time code for which the leave line record is being created. The field will be blank if created by UPCALC. Time_Codes is a mandatory 16-character alphanumeric field that the user must manually enter or use the LOV (F9).

Actual Time: This field displays the total amount of time that has been requested. Overall_Leave_Time is an 18-digit optional field.

Projected Time: This field displays the 'projected' amount of time that has been requested. This field is populated when a leave line is entered for a future dated leave. Projected_time is an 18-digit optional field.

Reason: If the Leave Reason Required toggle is checked ON for the leave policy, a leave reason must be provided in this field. Leave_Reason is a Fixed Lexicon (X_LEAVE_REASON) that you may use to look up the value.

Status: This field indicates whether the leave line has been updated into the accrual record. Accrual_Status is a mandatory fixed lexicon (X_ACCRUAL_STATUS) that you may use to look up the value.