Fiscal Leave Accrual

Use this option to accrue employee leave at the end of a fiscal year. The Fiscal Leave Accrual option applies to Leave records with an accrual type of F - Fiscal.

You can identify employees by their job classes and pay groups. However, you can only select one job class at a time. As a result, you need to either run the option for each job class you want to update or select pay groups that cover multiple job classes.

Menu Path:  Human Resources > Periodic Routines > Year End > Fiscal Leave Accrual

Prerequisites

Complete the following procedures before using the Fiscal Leave Accrual option:

1. Run the Attendance Year End Maintenance option to rollover and reset leave banks.
2. Generate all necessary reports containing leave data, such as the Employee Leave Balances report from the Payroll Reports menu and the Attendance Tracking report from the Personnel Reports menu.

Accruing leave days (or units) in employees' leave banks

1. Select Human Resources > Periodic Routines > Year End > Fiscal Leave Accrual to display the Fiscal Leave Accrual page.

2. In the page's Fiscal Leave Accrual Criteria section, enter criteria in the following fields to identify the employees whose leave is being accrued:

   Class	Enter the job class code assigned to employees’ pay rates. Leave the field blank to roll over leave for all job classes associated with the pay groups identified in the next field.
   Pay Group	Enter a single pay group or use the pipe symbol to separate codes, for example, W|B|M or 1|2|3. Leave the field blank to roll over leave for all pay groups associated with the job class identified in the previous field.

   To accrue leave for all employees, leave both fields blank.

3. Click OK.
4. In the Confirmation dialog, click Yes to accrue leave and display a Print window.
5. In the Print window, specify how to generate the report, and then click OK. The report's default file name is fiscal_accrue.rpt.
6. Click OK when processing is complete.